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Fiduciary Alliance’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Fiduciary Alliance’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
2023
Q2 		– Hold
0
– – – 1009
2023
Q1 		– Sell
-44
Closed -$1.92K – 696
2022
Q4 		$1.92K Buy
+44
New +$1.92K ﹤0.01% 705

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
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
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fiduciary Alliance's RDVY Position: Q2 2023 in Review

Fiduciary Alliance held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2023 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Fiduciary Alliance first reported a position in RDVY in Q4 2022 and has held it in 1 quarter since. The position peaked at $1.92K in Q4 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q2 2023.

  • Fiduciary Alliance held 0 shares of First Trust Rising Dividend Achievers ETF worth $6 as of Q2 2023.
  • Fiduciary Alliance left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2023.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Fiduciary Alliance's portfolio in Q2 2023, its #1009 holding.
  • Fiduciary Alliance first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 1 quarter since.
  • Fiduciary Alliance's First Trust Rising Dividend Achievers ETF position peaked at $1.92K in Q4 2022.
  • 432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2023.

Based on Fiduciary Alliance's 13F filing for Q2 2023, filed 18 Jul 2023.