High Net Worth Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

High Net Worth Advisory 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
2023 Q1	–	Sell	-46	Closed	-$2.02K	–	486
2022 Q4	$2.02K	Sell	46 -171	-79%	-$7.48K	﹤0.01%	579
2022 Q3	$8K	Hold	217	–	–	﹤0.01%	560
2022 Q2	$9K	Hold	217	–	–	﹤0.01%	542
2022 Q1	$11K	Buy	217 +171	+372%	+$8.54K	﹤0.01%	523
2021 Q4	$2K	Buy	+46	New	+$2.32K	﹤0.01%	656

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

High Net Worth Advisory Group's RDVY Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2023, closing a stake of 46 shares — an estimated $2.02K sold.

High Net Worth Advisory Group first reported a position in RDVY in Q4 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q1 2023.

High Net Worth Advisory Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 46 First Trust Rising Dividend Achievers ETF shares in Q1 2023, an estimated $2.02K.
High Net Worth Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's First Trust Rising Dividend Achievers ETF position peaked at $11K in Q1 2022.
432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.