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Kingsbury Capital Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kingsbury Capital Investment 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
Q3 		$2.67M Sell
68,655
-5,846
-8% -$251K 4.07% 6
2022
Q2 		$3.05M Buy
74,501
+2,136
+3% +$96.8K 4.2% 5
2022
Q1 		$3.55M Buy
+72,365
New +$3.61M 3.9% 7

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kingsbury Capital Investment Advisors's RDVY Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.8% in Q3 2022, selling an estimated $251K and leaving 68,655 shares worth $2.67M. The position accounts for 4.07% of the portfolio, ranked #6.

Kingsbury Capital Investment Advisors first reported a position in RDVY in Q1 2022 and has held it in 3 quarters since. The position peaked at $3.55M in Q1 2022. 410 funds tracked by Wall St. Rank hold RDVY as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 68,655 shares of First Trust Rising Dividend Achievers ETF worth $2.67M as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 5,846 First Trust Rising Dividend Achievers ETF shares in Q3 2022, an estimated $251K.
  • First Trust Rising Dividend Achievers ETF made up 4.07% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #6 holding.
  • Kingsbury Capital Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's First Trust Rising Dividend Achievers ETF position peaked at $3.55M in Q1 2022.
  • 410 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.