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

Insight 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
2023 Q1	–	Sell	-20,569	Closed	-$900K	–	323
2022 Q4	$900K	Sell	20,569 -1,283	-6%	-$56.1K	0.31%	80
2022 Q3	$850K	Buy	21,852 +28	+0.1%	+$1.2K	0.33%	85
2022 Q2	$964K	Buy	21,824 +3,504	+19%	+$159K	0.33%	82
2022 Q1	$898K	Buy	18,320 +1,039	+6%	+$51.9K	0.27%	104
2021 Q4	$895K	Buy	17,281 +1,356	+9%	+$68.4K	0.26%	99
2021 Q3	$811K	Buy	15,925 +3,824	+32%	+$185K	0.24%	110
2021 Q2	$582K	Buy	12,101 +6,801	+128%	+$326K	0.18%	149
2021 Q1	$253K	Buy	+5,300	New	+$226K	0.08%	284

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

Insight Advisors's RDVY Position: Q1 2023 in Review

Insight Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2023, closing a stake of 20,569 shares — an estimated $900K sold.

Insight Advisors first reported a position in RDVY in Q1 2021 and held it in 8 quarters. The position peaked at $964K in Q2 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q1 2023.

Insight Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
Insight Advisors sold 20,569 First Trust Rising Dividend Achievers ETF shares in Q1 2023, an estimated $900K.
Insight Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and held it in 8 quarters.
Insight Advisors's First Trust Rising Dividend Achievers ETF position peaked at $964K in Q2 2022.
432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.