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

Johanson Financial 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
2021 Q4	$623K	Buy	+12,033	New	+$607K	0.19%	81

Other funds holding RDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Johanson Financial Advisors's RDVY Position: Q4 2021 in Review

Johanson Financial Advisors opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2021: 12,033 shares worth $623K. The stake represents 0.19% of the portfolio and ranks #81 among its holdings.

379 funds tracked by Wall St. Rank hold RDVY as of Q4 2021.

Johanson Financial Advisors held 12,033 shares of First Trust Rising Dividend Achievers ETF worth $623K as of Q4 2021.
First Trust Rising Dividend Achievers ETF was a new Johanson Financial Advisors position in Q4 2021.
First Trust Rising Dividend Achievers ETF made up 0.19% of Johanson Financial Advisors's portfolio in Q4 2021, its #81 holding.
379 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.