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

Freedom Wealth 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
Q3 		$720K Buy
15,662
+444
+3% +$21.2K 1.18% 14
2023
Q2 		$736K Sell
15,218
-142
-0.9% -$6.42K 1.03% 15
2023
Q1 		$689K Buy
15,360
+1,725
+13% +$79.2K 1.04% 16
2022
Q4 		$599K Buy
+13,635
New +$596K 0.84% 19

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
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
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Freedom Wealth Alliance's RDVY Position: Q3 2023 in Review

Freedom Wealth Alliance increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.9% in Q3 2023, buying an estimated $21.2K and bringing the position to 15,662 shares worth $720K. The position accounts for 1.18% of the portfolio, ranked #14.

Freedom Wealth Alliance first reported a position in RDVY in Q4 2022 and has held it in 4 quarters since. The position peaked at $736K in Q2 2023. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

  • Freedom Wealth Alliance held 15,662 shares of First Trust Rising Dividend Achievers ETF worth $720K as of Q3 2023.
  • Freedom Wealth Alliance bought 444 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $21.2K.
  • First Trust Rising Dividend Achievers ETF made up 1.18% of Freedom Wealth Alliance's portfolio in Q3 2023, its #14 holding.
  • Freedom Wealth Alliance first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's First Trust Rising Dividend Achievers ETF position peaked at $736K in Q2 2023.
  • 443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.