Global Trust Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Global Trust Asset 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
2022 Q4	–	Sell	-200	Closed	-$8K	–	453
2022 Q3	$8K	Hold	200	–	–	﹤0.01%	329
2022 Q2	$8K	Sell	200 -702	-78%	-$31.8K	﹤0.01%	330
2022 Q1	$44K	Buy	902 +1	+0.1%	+$50	0.02%	282
2021 Q4	$47K	Buy	+901	New	+$45.4K	0.02%	263
2020 Q1	–	Sell	-8,300	Closed	-$298K	–	408
2019 Q4	$298K	Buy	+8,300	New	+$281K	0.18%	131

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $666B AUM 30.12% 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

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

Global Trust Asset Management's RDVY Position: Q4 2022 in Review

Global Trust Asset Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2022, closing a stake of 200 shares — an estimated $8K sold.

Global Trust Asset Management first reported a position in RDVY in Q4 2019 and held it in 5 quarters. The position peaked at $298K in Q4 2019. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

Global Trust Asset Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
Global Trust Asset Management sold 200 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $8K.
Global Trust Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and held it in 5 quarters.
Global Trust Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $298K in Q4 2019.
437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Global Trust Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.