Mid Atlantic Financial Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.6M	Buy	33,753 +15,526	+85%	+$752K	0.11%	165
2021 Q2	$876K	Buy	18,227 +8,574	+89%	+$411K	0.06%	286
2021 Q1	$439K	Buy	+9,653	New	+$412K	0.03%	478

Other funds holding RDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mid Atlantic Financial Management's RDVY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 85% in Q3 2021, buying an estimated $752K and bringing the position to 33,753 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #165.

Mid Atlantic Financial Management first reported a position in RDVY in Q1 2021 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold RDVY as of Q3 2021.

Mid Atlantic Financial Management held 33,753 shares of First Trust Rising Dividend Achievers ETF worth $1.6M as of Q3 2021.
Mid Atlantic Financial Management bought 15,526 First Trust Rising Dividend Achievers ETF shares in Q3 2021, an estimated $752K.
First Trust Rising Dividend Achievers ETF made up 0.11% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #165 holding.
Mid Atlantic Financial Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 3 quarters since.
283 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.