Bickling Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bickling Financial Services’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 Q4	$3.8M	Sell	86,462 -6,552	-7%	-$286K	2.37%	8
2022 Q3	$3.62M	Buy	93,014 +4,211	+5%	+$181K	2.44%	8
2022 Q2	$3.63M	Buy	88,803 +1,382	+2%	+$62.7K	2.3%	8
2022 Q1	$4.28M	Buy	87,421 +18,546	+27%	+$926K	2.2%	10
2021 Q4	$3.57M	Buy	68,875 +12,882	+23%	+$650K	1.73%	14
2021 Q3	$2.66M	Buy	55,993 +4,391	+9%	+$213K	1.35%	20
2021 Q2	$2.48M	Buy	+51,602	New	+$2.47M	1.12%	21

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bickling Financial Services's RDVY Position: Q4 2022 in Review

Bickling Financial Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7% in Q4 2022, selling an estimated $286K and leaving 86,462 shares worth $3.8M. The position accounts for 2.37% of the portfolio, ranked #8.

Bickling Financial Services first reported a position in RDVY in Q2 2021 and has held it in 7 quarters since. The position peaked at $4.28M in Q1 2022. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

Bickling Financial Services held 86,462 shares of First Trust Rising Dividend Achievers ETF worth $3.8M as of Q4 2022.
Bickling Financial Services sold 6,552 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $286K.
First Trust Rising Dividend Achievers ETF made up 2.37% of Bickling Financial Services's portfolio in Q4 2022, its #8 holding.
Bickling Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 7 quarters since.
Bickling Financial Services's First Trust Rising Dividend Achievers ETF position peaked at $4.28M in Q1 2022.
437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.