Gallacher Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gallacher Capital Management’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	–	Sell	-5,096	Closed	-$229K	–	272
2023 Q1	$229K	Sell	5,096 -5,261	-51%	-$242K	0.14%	206
2022 Q4	$455K	Buy	+10,357	New	+$453K	0.28%	75

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 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

Gallacher Capital Management's RDVY Position: Q2 2023 in Review

Gallacher Capital Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2023, closing a stake of 5,096 shares — an estimated $229K sold.

Gallacher Capital Management first reported a position in RDVY in Q4 2022 and held it in 2 quarters. The position peaked at $455K in Q4 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q2 2023.

Gallacher Capital Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Gallacher Capital Management sold 5,096 First Trust Rising Dividend Achievers ETF shares in Q2 2023, an estimated $229K.
Gallacher Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and held it in 2 quarters.
Gallacher Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $455K in Q4 2022.
432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2023.

Based on Gallacher Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.