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

BKM 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
-823
Closed -$42.5K – 469
2023
Q4 		$42.5K Buy
+823
New +$38.9K 0.02% 274

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BKM Wealth Management's RDVY Position: Q1 2024 in Review

BKM Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2024, closing a stake of 823 shares — an estimated $42.5K sold.

BKM Wealth Management first reported a position in RDVY in Q4 2023 and held it in 1 quarter. The position peaked at $42.5K in Q4 2023. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

  • BKM Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 823 First Trust Rising Dividend Achievers ETF shares in Q1 2024, an estimated $42.5K.
  • BKM Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $42.5K in Q4 2023.
  • 532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.