M Holdings Securities’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

M Holdings Securities’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 Q2	–	Sell	-9,882	Closed	-$484K	–	503
2022 Q1	$484K	Buy	+9,882	New	+$493K	0.04%	303
2021 Q2	–	Sell	-7,178	Closed	-$327K	–	415
2021 Q1	$327K	Buy	+7,178	New	+$306K	0.03%	367

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

M Holdings Securities's RDVY Position: Q2 2022 in Review

M Holdings Securities sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2022, closing a stake of 9,882 shares — an estimated $484K sold.

M Holdings Securities first reported a position in RDVY in Q1 2021 and held it in 2 quarters. The position peaked at $484K in Q1 2022. 407 funds tracked by Wall St. Rank hold RDVY as of Q2 2022.

M Holdings Securities reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
M Holdings Securities sold 9,882 First Trust Rising Dividend Achievers ETF shares in Q2 2022, an estimated $484K.
M Holdings Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and held it in 2 quarters.
M Holdings Securities's First Trust Rising Dividend Achievers ETF position peaked at $484K in Q1 2022.
407 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.