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

FDx 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
2024 Q1	–	Sell	-377,696	Closed	-$19.5M	–	574
2023 Q4	$19.5M	Sell	377,696 -15,420	-4%	-$729K	1.51%	8
2023 Q3	$18.1M	Buy	393,116 +367	+0.1%	+$17.5K	1.5%	10
2023 Q2	$18.5M	Sell	392,749 -15,099	-4%	-$683K	1.01%	18
2023 Q1	$17.9M	Hold	407,848	–	–	0.78%	30
2022 Q4	$17.9M	Buy	407,848 +6,254	+2%	+$273K	0.78%	30
2022 Q3	$15.6M	Buy	401,594 +25,378	+7%	+$1.09M	0.7%	29
2022 Q2	$15.4M	Buy	376,216 +256,753	+215%	+$11.6M	0.58%	37
2022 Q1	$5.85M	Buy	+119,463	New	+$5.97M	0.2%	109

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDx Advisors's RDVY Position: Q1 2024 in Review

FDx Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2024, closing a stake of 377,696 shares — an estimated $19.5M sold.

FDx Advisors first reported a position in RDVY in Q1 2022 and held it in 8 quarters. The position peaked at $19.5M in Q4 2023. 532 funds tracked by Wall St. Rank hold RDVY as of Q1 2024.

FDx Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 377,696 First Trust Rising Dividend Achievers ETF shares in Q1 2024, an estimated $19.5M.
FDx Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 8 quarters.
FDx Advisors's First Trust Rising Dividend Achievers ETF position peaked at $19.5M in Q4 2023.
532 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.