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

Financial Advisors Network’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
-4,600
Closed -$239K – 150
2021
Q3 		$239K Buy
+4,600
New +$223K 0.06% 130

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Advisors Network's RDVY Position: Q4 2021 in Review

Financial Advisors Network sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2021, closing a stake of 4,600 shares — an estimated $239K sold.

Financial Advisors Network first reported a position in RDVY in Q3 2021 and held it in 1 quarter. The position peaked at $239K in Q3 2021. 379 funds tracked by Wall St. Rank hold RDVY as of Q4 2021.

  • Financial Advisors Network reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • Financial Advisors Network sold 4,600 First Trust Rising Dividend Achievers ETF shares in Q4 2021, an estimated $239K.
  • Financial Advisors Network first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and held it in 1 quarter.
  • Financial Advisors Network's First Trust Rising Dividend Achievers ETF position peaked at $239K in Q3 2021.
  • 379 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2021.

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