Brendel Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Brendel Financial 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
2022 Q2	–	Sell	-17,951	Closed	-$880K	–	113
2022 Q1	$880K	Sell	17,951 -6,284	-26%	-$314K	0.48%	57
2021 Q4	$1.25M	Buy	+24,235	New	+$1.22M	0.65%	50

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

RJA

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

Brendel Financial Advisors's RDVY Position: Q2 2022 in Review

Brendel Financial Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2022, closing a stake of 17,951 shares — an estimated $880K sold.

Brendel Financial Advisors first reported a position in RDVY in Q4 2021 and held it in 2 quarters. The position peaked at $1.25M in Q4 2021. 407 funds tracked by Wall St. Rank hold RDVY as of Q2 2022.

Brendel Financial Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
Brendel Financial Advisors sold 17,951 First Trust Rising Dividend Achievers ETF shares in Q2 2022, an estimated $880K.
Brendel Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 2 quarters.
Brendel Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.25M in Q4 2021.
407 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2022.

Based on Brendel Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.