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FundX Investment Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

FundX Investment Group’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 		$22.9M Sell
442,153
-21,125
-5% -$1.07M 5.57% 7
2021
Q3 		$22M Sell
463,278
-37,058
-7% -$1.8M 10.39% 3
2021
Q2 		$48.8K Buy
+500,336
New +$24M 5.07% 2

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

FundX Investment Group's RDVY Position: Q4 2021 in Review

FundX Investment Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.6% in Q4 2021, selling an estimated $1.07M and leaving 442,153 shares worth $22.9M. The position accounts for 5.57% of the portfolio, ranked #7.

FundX Investment Group first reported a position in RDVY in Q2 2021 and has held it in 3 quarters since. 379 funds tracked by Wall St. Rank hold RDVY as of Q4 2021.

  • FundX Investment Group held 442,153 shares of First Trust Rising Dividend Achievers ETF worth $22.9M as of Q4 2021.
  • FundX Investment Group sold 21,125 First Trust Rising Dividend Achievers ETF shares in Q4 2021, an estimated $1.07M.
  • First Trust Rising Dividend Achievers ETF made up 5.57% of FundX Investment Group's portfolio in Q4 2021, its #7 holding.
  • FundX Investment Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 3 quarters since.
  • 379 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.