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Pacifica Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pacifica Partners’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
Q3 		– Sell
-59
Closed -$2K – 501
2022
Q2 		$2K Sell
59
-172
-74% -$7.8K ﹤0.01% 446
2022
Q1 		$11K Hold
231
– – 0.01% 298
2021
Q4 		$12K Buy
231
+59
+34% +$2.98K 0.01% 286
2021
Q3 		$8K Buy
+172
New +$8.33K 0.01% 320

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pacifica Partners's RDVY Position: Q3 2022 in Review

Pacifica Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2022, closing a stake of 59 shares — an estimated $2K sold.

Pacifica Partners first reported a position in RDVY in Q3 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 409 funds tracked by Wall St. Rank hold RDVY as of Q3 2022.

  • Pacifica Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • Pacifica Partners sold 59 First Trust Rising Dividend Achievers ETF shares in Q3 2022, an estimated $2K.
  • Pacifica Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and held it in 4 quarters.
  • Pacifica Partners's First Trust Rising Dividend Achievers ETF position peaked at $12K in Q4 2021.
  • 409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2022.

Based on Pacifica Partners's 13F filing for Q3 2022, filed 14 Oct 2022.