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Hudock Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Hudock Inc’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
-5,147
Closed -$226K – 159
2022
Q4 		$226K Hold
5,147
– – 0.08% 131
2022
Q3 		$200K Sell
5,147
-222
-4% -$9.55K 0.07% 137
2022
Q2 		$219K Sell
5,369
-1,002
-16% -$45.4K 0.07% 133
2022
Q1 		$312K Buy
+6,371
New +$318K 0.09% 113

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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

Hudock Inc's RDVY Position: Q1 2023 in Review

Hudock Inc sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2023, closing a stake of 5,147 shares — an estimated $226K sold.

Hudock Inc first reported a position in RDVY in Q1 2022 and held it in 4 quarters. The position peaked at $312K in Q1 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q1 2023.

  • Hudock Inc reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • Hudock Inc sold 5,147 First Trust Rising Dividend Achievers ETF shares in Q1 2023, an estimated $226K.
  • Hudock Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 4 quarters.
  • Hudock Inc's First Trust Rising Dividend Achievers ETF position peaked at $312K in Q1 2022.
  • 432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2023.

Based on Hudock Inc's 13F filing for Q1 2023, filed 8 May 2023.