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

Magnus 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 Q4	–	Sell	-25,226	Closed	-$981K	–	275
2022 Q3	$981K	Sell	25,226 -457	-2%	-$19.6K	0.19%	96
2022 Q2	$1.05M	Buy	25,683 +21,253	+480%	+$964K	0.19%	91
2022 Q1	$217K	Buy	+4,430	New	+$221K	0.04%	265

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Magnus Financial Group's RDVY Position: Q4 2022 in Review

Magnus Financial Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2022, closing a stake of 25,226 shares — an estimated $981K sold.

Magnus Financial Group first reported a position in RDVY in Q1 2022 and held it in 3 quarters. The position peaked at $1.05M in Q2 2022. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

Magnus Financial Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
Magnus Financial Group sold 25,226 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $981K.
Magnus Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 3 quarters.
Magnus Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $1.05M in Q2 2022.
437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Magnus Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.