Gallagher Benefit Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$289K	Buy	+6,584	New	+$288K	0.06%	139

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gallagher Benefit Services's RDVY Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2022: 6,584 shares worth $289K. The stake represents 0.06% of the portfolio and ranks #139 among its holdings.

437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

Gallagher Benefit Services held 6,584 shares of First Trust Rising Dividend Achievers ETF worth $289K as of Q4 2022.
First Trust Rising Dividend Achievers ETF was a new Gallagher Benefit Services position in Q4 2022.
First Trust Rising Dividend Achievers ETF made up 0.06% of Gallagher Benefit Services's portfolio in Q4 2022, its #139 holding.
437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.