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Boyce & Associates Wealth Consulting’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Boyce & Associates Wealth Consulting’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
Q3 		– Sell
-84,224
Closed -$3.45M – 46
2022
Q2 		$3.45M Buy
84,224
+5,632
+7% +$255K 6.27% 5
2022
Q1 		$3.85M Buy
+78,592
New +$3.92M 5.75% 2

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Boyce & Associates Wealth Consulting's RDVY Position: Q3 2022 in Review

Boyce & Associates Wealth Consulting sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2022, closing a stake of 84,224 shares — an estimated $3.45M sold.

Boyce & Associates Wealth Consulting first reported a position in RDVY in Q1 2022 and held it in 2 quarters. The position peaked at $3.85M in Q1 2022. 409 funds tracked by Wall St. Rank hold RDVY as of Q3 2022.

  • Boyce & Associates Wealth Consulting reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 84,224 First Trust Rising Dividend Achievers ETF shares in Q3 2022, an estimated $3.45M.
  • Boyce & Associates Wealth Consulting first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 2 quarters.
  • Boyce & Associates Wealth Consulting's First Trust Rising Dividend Achievers ETF position peaked at $3.85M in Q1 2022.
  • 409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2022.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2022, filed 24 Oct 2022.