B. Riley Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

B. Riley Wealth Management’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1.69K	Sell	41,171 -72,512	-64%	-$3.29M	﹤0.01%	233
2022 Q1	$5.57M	Buy	113,683 +21,999	+24%	+$1.1M	0.43%	59
2021 Q4	$4.75M	Buy	91,684 +11,603	+14%	+$585K	0.33%	73
2021 Q3	$3.8M	Buy	80,081 +9,247	+13%	+$448K	0.29%	80
2021 Q2	$3.4M	Buy	70,834 +5,101	+8%	+$244K	0.38%	65
2021 Q1	$2.99M	Buy	65,733 +5,710	+10%	+$243K	0.35%	77
2020 Q4	$2.4M	Buy	60,023 +35,328	+143%	+$1.29M	0.31%	80
2020 Q3	$808K	Sell	24,695 -14,262	-37%	-$463K	0.1%	170
2020 Q2	$1.2M	Sell	38,957 -3,174	-8%	-$92.4K	0.13%	145
2020 Q1	$1.08M	Buy	42,131 +4,031	+11%	+$131K	0.11%	164
2019 Q4	$1.37M	Hold	38,100	–	–	0.2%	115
2019 Q3	$1.21M	Buy	38,100 +20,000	+110%	+$625K	0.21%	109
2019 Q2	$562	Sell	18,100 -300	-2%	-$9.16K	0.09%	192
2019 Q1	$549K	Sell	18,400 -33,600	-65%	-$984K	0.1%	198
2018 Q4	$1.38M	Sell	52,000 -56,011	-52%	-$1.62M	0.29%	82
2018 Q3	$3.41M	Buy	+108,011	New	+$3.35M	0.84%	25

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Management's RDVY Position: Q2 2022 in Review

B. Riley Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 64% in Q2 2022, selling an estimated $3.29M and leaving 41,171 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #233.

B. Riley Wealth Management first reported a position in RDVY in Q3 2018 and has held it in 16 quarters since. The position peaked at $5.57M in Q1 2022. 407 funds tracked by Wall St. Rank hold RDVY as of Q2 2022.

B. Riley Wealth Management held 41,171 shares of First Trust Rising Dividend Achievers ETF worth $1.69K as of Q2 2022.
B. Riley Wealth Management sold 72,512 First Trust Rising Dividend Achievers ETF shares in Q2 2022, an estimated $3.29M.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #233 holding.
B. Riley Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2018 and has held it in 16 quarters since.
B. Riley Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $5.57M in Q1 2022.
407 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.