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

Inspirion 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
2023 Q3	–	Sell	-4,412	Closed	-$208K	–	142
2023 Q2	$208K	Sell	4,412 -50	-1%	-$2.26K	0.04%	133
2023 Q1	$200K	Sell	4,462 -140	-3%	-$6.43K	0.04%	137
2022 Q4	$202K	Sell	4,602 -702	-13%	-$30.7K	0.04%	124
2022 Q3	$206K	Buy	5,304 +50	+1%	+$2.15K	0.05%	113
2022 Q2	$215K	Buy	5,254 +560	+12%	+$25.4K	0.05%	110
2022 Q1	$230K	Buy	+4,694	New	+$234K	0.05%	98

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Inspirion Wealth Advisors's RDVY Position: Q3 2023 in Review

Inspirion Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2023, closing a stake of 4,412 shares — an estimated $208K sold.

Inspirion Wealth Advisors first reported a position in RDVY in Q1 2022 and held it in 6 quarters. The position peaked at $230K in Q1 2022. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

Inspirion Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
Inspirion Wealth Advisors sold 4,412 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $208K.
Inspirion Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 6 quarters.
Inspirion Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $230K in Q1 2022.
443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.