Baker Tilly Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Baker Tilly 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
2024 Q1	–	Sell	-10,785	Closed	-$557K	–	460
2023 Q4	$557K	Buy	10,785 +3,070	+40%	+$145K	0.09%	257
2023 Q3	$355K	Hold	7,715	–	–	0.06%	335
2023 Q2	$363K	Hold	7,715	–	–	0.04%	421
2023 Q1	$346K	Buy	7,715 +700	+10%	+$32.2K	0.04%	421
2022 Q4	$308K	Hold	7,015	–	–	0.04%	429
2022 Q3	$273K	Hold	7,015	–	–	0.04%	429
2022 Q2	$287K	Buy	7,015 +100	+1%	+$4.53K	0.04%	421
2022 Q1	$339K	Buy	+6,915	New	+$345K	0.04%	415

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baker Tilly Wealth Management's RDVY Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2024, closing a stake of 10,785 shares — an estimated $557K sold.

Baker Tilly Wealth Management first reported a position in RDVY in Q1 2022 and held it in 8 quarters. The position peaked at $557K in Q4 2023. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

Baker Tilly Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 10,785 First Trust Rising Dividend Achievers ETF shares in Q1 2024, an estimated $557K.
Baker Tilly Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 8 quarters.
Baker Tilly Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $557K in Q4 2023.
532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.