IBEX Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

IBEX Wealth Advisors’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 Q2	–	Sell	-4,347	Closed	-$213K	–	177
2022 Q1	$213K	Buy	4,347 +133	+3%	+$6.64K	0.04%	158
2021 Q4	$218K	Buy	4,214 +2,575	+157%	+$130K	0.04%	171
2021 Q3	$78K	Buy	+1,639	New	+$79.4K	0.02%	239

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

IBEX Wealth Advisors's RDVY Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2022, closing a stake of 4,347 shares — an estimated $213K sold.

IBEX Wealth Advisors first reported a position in RDVY in Q3 2021 and held it in 3 quarters. The position peaked at $218K in Q4 2021. 407 funds tracked by Wall St. Rank hold RDVY as of Q2 2022.

IBEX Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 4,347 First Trust Rising Dividend Achievers ETF shares in Q2 2022, an estimated $213K.
IBEX Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and held it in 3 quarters.
IBEX Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $218K in Q4 2021.
407 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.