BDO Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$9.8K	Hold	208	–	–	﹤0.01%	700
2023 Q1	$9.33K	Buy	+208	New	+$9.55K	﹤0.01%	715

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

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

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

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

ACM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BDO Wealth Advisors's RDVY Position: Q2 2023 in Review

BDO Wealth Advisors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2023 at 208 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

BDO Wealth Advisors first reported a position in RDVY in Q1 2023 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold RDVY as of Q2 2023.

BDO Wealth Advisors held 208 shares of First Trust Rising Dividend Achievers ETF worth $9.8K as of Q2 2023.
BDO Wealth Advisors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2023.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #700 holding.
BDO Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 2 quarters since.
433 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.