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

MBA 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 Q2	–	Sell	-23,819	Closed	-$1.17M	–	147
2022 Q1	$1.17M	Buy	23,819 +19,695	+478%	+$983K	0.72%	39
2021 Q4	$214K	Buy	+4,124	New	+$208K	0.13%	141

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

MBA Advisors's RDVY Position: Q2 2022 in Review

MBA Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2022, closing a stake of 23,819 shares — an estimated $1.17M sold.

MBA Advisors first reported a position in RDVY in Q4 2021 and held it in 2 quarters. The position peaked at $1.17M in Q1 2022. 408 funds tracked by Wall St. Rank hold RDVY as of Q2 2022.

MBA Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
MBA Advisors sold 23,819 First Trust Rising Dividend Achievers ETF shares in Q2 2022, an estimated $1.17M.
MBA Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 2 quarters.
MBA Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.17M in Q1 2022.
408 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2022.

Based on MBA Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.