Laidlaw Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Laidlaw Wealth Management’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	-15,973	Closed	-$752K	–	345
2023 Q2	$752K	Buy	15,973 +677	+4%	+$30.6K	0.15%	152
2023 Q1	$686K	Buy	15,296 +1,248	+9%	+$57.3K	0.14%	165
2022 Q4	$617K	Buy	14,048 +5,683	+68%	+$248K	0.13%	168
2022 Q3	$325K	Buy	8,365 +1,841	+28%	+$79.2K	0.08%	226
2022 Q2	$267K	Sell	6,524 -70	-1%	-$3.17K	0.05%	293
2022 Q1	$323K	Buy	+6,594	New	+$329K	0.05%	290

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

Laidlaw Wealth Management's RDVY Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2023, closing a stake of 15,973 shares — an estimated $752K sold.

Laidlaw Wealth Management first reported a position in RDVY in Q1 2022 and held it in 6 quarters. The position peaked at $752K in Q2 2023. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

Laidlaw Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 15,973 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $752K.
Laidlaw Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 6 quarters.
Laidlaw Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $752K in Q2 2023.
443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.