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

DCM 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
2021 Q4	–	Sell	-3,000	Closed	-$142K	–	302
2021 Q3	$142K	Sell	3,000 -100	-3%	-$4.84K	0.05%	241
2021 Q2	$149K	Buy	+3,100	New	+$148K	0.08%	202

Other funds holding RDVY

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DCM Advisors's RDVY Position: Q4 2021 in Review

DCM Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2021, closing a stake of 3,000 shares — an estimated $142K sold.

DCM Advisors first reported a position in RDVY in Q2 2021 and held it in 2 quarters. The position peaked at $149K in Q2 2021. 379 funds tracked by Wall St. Rank hold RDVY as of Q4 2021.

DCM Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 3,000 First Trust Rising Dividend Achievers ETF shares in Q4 2021, an estimated $142K.
DCM Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 2 quarters.
DCM Advisors's First Trust Rising Dividend Achievers ETF position peaked at $149K in Q2 2021.
379 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.