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

Peterson Wealth 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
2020 Q1	–	Sell	-8,444	Closed	-$303K	–	56
2019 Q4	$303K	Buy	8,444 +27	+0.3%	+$915	0.17%	34
2019 Q3	$268K	Buy	8,417 +27	+0.3%	+$844	0.16%	37
2019 Q2	$261K	Buy	8,390 +35	+0.4%	+$1.07K	0.17%	37
2019 Q1	$261K	Buy	8,355 +30	+0.4%	+$878	0.17%	37
2018 Q4	$221K	Buy	8,325 +90	+1%	+$2.61K	0.18%	39
2018 Q3	$260K	Buy	8,235 +21	+0.3%	+$651	0.19%	41
2018 Q2	$246K	Buy	+8,214	New	+$248K	0.2%	38

Other funds holding RDVY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Peterson Wealth Advisors's RDVY Position: Q1 2020 in Review

Peterson Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2020, closing a stake of 8,444 shares — an estimated $303K sold.

Peterson Wealth Advisors first reported a position in RDVY in Q2 2018 and held it in 7 quarters. The position peaked at $303K in Q4 2019. 120 funds tracked by Wall St. Rank hold RDVY as of Q1 2020.

Peterson Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
Peterson Wealth Advisors sold 8,444 First Trust Rising Dividend Achievers ETF shares in Q1 2020, an estimated $303K.
Peterson Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2018 and held it in 7 quarters.
Peterson Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $303K in Q4 2019.
120 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2020.

Based on Peterson Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.