Global Financial Private Client’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Global Financial Private Client’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 Q3	–	Sell	-31	Closed	-$1.31K	–	669
2022 Q2	$1.31K	Sell	31 -96	-76%	-$4.35K	﹤0.01%	549
2022 Q1	$6.22K	Hold	127	–	–	﹤0.01%	448
2021 Q4	$6.61K	Hold	127	–	–	﹤0.01%	429
2021 Q3	$6.13K	Hold	127	–	–	﹤0.01%	387
2021 Q2	$6.15K	Hold	127	–	–	﹤0.01%	395
2021 Q1	$5.89K	Hold	127	–	–	﹤0.01%	346
2020 Q4	$5.1K	Hold	127	–	–	﹤0.01%	353
2020 Q3	$4.19K	Sell	127 -64	-34%	-$2.08K	﹤0.01%	353
2020 Q2	$5.84K	Hold	191	–	–	0.01%	382
2020 Q1	$4.62K	Sell	191 -101	-35%	-$3.28K	﹤0.01%	403
2019 Q4	$10.5K	Buy	+292	New	+$9.89K	0.01%	376

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Financial Private Client's RDVY Position: Q3 2022 in Review

Global Financial Private Client sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2022, closing a stake of 31 shares — an estimated $1.31K sold.

Global Financial Private Client first reported a position in RDVY in Q4 2019 and held it in 11 quarters. The position peaked at $10.5K in Q4 2019. 409 funds tracked by Wall St. Rank hold RDVY as of Q3 2022.

Global Financial Private Client reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
Global Financial Private Client sold 31 First Trust Rising Dividend Achievers ETF shares in Q3 2022, an estimated $1.31K.
Global Financial Private Client first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and held it in 11 quarters.
Global Financial Private Client's First Trust Rising Dividend Achievers ETF position peaked at $10.5K in Q4 2019.
409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2022.

Based on Global Financial Private Client's 13F filing for Q3 2022, filed 16 May 2024.