IWA
RDVY icon

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

Icon 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
Q4 		$1.32M Buy
30,102
+2,308
+8% +$101K 0.15% 119
2022
Q3 		$1.08M Buy
+27,794
New +$1.2M 0.13% 128

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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Icon Wealth Advisors's RDVY Position: Q4 2022 in Review

Icon Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8.3% in Q4 2022, buying an estimated $101K and bringing the position to 30,102 shares worth $1.32M. The position accounts for 0.15% of the portfolio, ranked #119.

Icon Wealth Advisors first reported a position in RDVY in Q3 2022 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

  • Icon Wealth Advisors held 30,102 shares of First Trust Rising Dividend Achievers ETF worth $1.32M as of Q4 2022.
  • Icon Wealth Advisors bought 2,308 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $101K.
  • First Trust Rising Dividend Achievers ETF made up 0.15% of Icon Wealth Advisors's portfolio in Q4 2022, its #119 holding.
  • Icon Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.