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

MONECO 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
2023 Q1	–	Sell	-5,614	Closed	-$247K	–	326
2022 Q4	$247K	Sell	5,614 -306	-5%	-$13.4K	0.09%	218
2022 Q3	$230K	Buy	+5,920	New	+$255K	0.09%	212

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

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

MONECO Advisors's RDVY Position: Q1 2023 in Review

MONECO Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2023, closing a stake of 5,614 shares — an estimated $247K sold.

MONECO Advisors first reported a position in RDVY in Q3 2022 and held it in 2 quarters. The position peaked at $247K in Q4 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q1 2023.

MONECO Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2023 after selling out during the quarter.
MONECO Advisors sold 5,614 First Trust Rising Dividend Achievers ETF shares in Q1 2023, an estimated $247K.
MONECO Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and held it in 2 quarters.
MONECO Advisors's First Trust Rising Dividend Achievers ETF position peaked at $247K in Q4 2022.
432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2023.

Based on MONECO Advisors's 13F filing for Q1 2023, filed 12 May 2023.