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

BCGM 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 Q1	–	Sell	-13,730	Closed	-$711K	–	117
2021 Q4	$711K	Sell	13,730 -964	-7%	-$48.6K	0.38%	56
2021 Q3	$735K	Sell	14,694 -3,087	-17%	-$150K	0.41%	57
2021 Q2	$856K	Sell	17,781 -65,505	-79%	-$3.14M	0.51%	47
2021 Q1	$3.9M	Buy	+83,286	New	+$3.55M	2.67%	13

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

RJA

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

BCGM Wealth Management's RDVY Position: Q1 2022 in Review

BCGM Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2022, closing a stake of 13,730 shares — an estimated $711K sold.

BCGM Wealth Management first reported a position in RDVY in Q1 2021 and held it in 4 quarters. The position peaked at $3.9M in Q1 2021. 428 funds tracked by Wall St. Rank hold RDVY as of Q1 2022.

BCGM Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
BCGM Wealth Management sold 13,730 First Trust Rising Dividend Achievers ETF shares in Q1 2022, an estimated $711K.
BCGM Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and held it in 4 quarters.
BCGM Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $3.9M in Q1 2021.
428 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2022.

Based on BCGM Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.