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Burleson & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Burleson & Co’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 		$35.8K Sell
815
-602
-42% -$26.3K 0.01% 197
2022
Q3 		$55K Buy
+1,417
New +$60.9K 0.01% 187

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Burleson & Co's RDVY Position: Q4 2022 in Review

Burleson & Co reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 42% in Q4 2022, selling an estimated $26.3K and leaving 815 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #197.

Burleson & Co first reported a position in RDVY in Q3 2022 and has held it in 2 quarters since. The position peaked at $55K in Q3 2022. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

  • Burleson & Co held 815 shares of First Trust Rising Dividend Achievers ETF worth $35.8K as of Q4 2022.
  • Burleson & Co sold 602 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $26.3K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #197 holding.
  • Burleson & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and has held it in 2 quarters since.
  • Burleson & Co's First Trust Rising Dividend Achievers ETF position peaked at $55K in Q3 2022.
  • 437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.