Investors Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-31,725	Closed	-$1.64M	–	143
2021 Q4	$1.64M	Sell	31,725 -337	-1%	-$17K	0.76%	26
2021 Q3	$1.52M	Buy	32,062 +11,834	+59%	+$573K	0.81%	27
2021 Q2	$972K	Buy	+20,228	New	+$969K	0.52%	55

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Investors Financial Group's RDVY Position: Q1 2022 in Review

Investors Financial Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2022, closing a stake of 31,725 shares — an estimated $1.64M sold.

Investors Financial Group first reported a position in RDVY in Q2 2021 and held it in 3 quarters. The position peaked at $1.64M in Q4 2021. 427 funds tracked by Wall St. Rank hold RDVY as of Q1 2022.

Investors Financial Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 31,725 First Trust Rising Dividend Achievers ETF shares in Q1 2022, an estimated $1.64M.
Investors Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 3 quarters.
Investors Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $1.64M in Q4 2021.
427 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.