Pinnacle Private Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Pinnacle Private Wealth’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	$354K	Buy	8,653 +555	+7%	+$25.2K	0.14%	171
2022 Q1	$397K	Buy	8,098 +647	+9%	+$32.3K	0.12%	178
2021 Q4	$386K	Buy	+7,451	New	+$376K	0.12%	180

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

RJA

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

Pinnacle Private Wealth's RDVY Position: Q2 2022 in Review

Pinnacle Private Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.9% in Q2 2022, buying an estimated $25.2K and bringing the position to 8,653 shares worth $354K. The position accounts for 0.14% of the portfolio, ranked #171.

Pinnacle Private Wealth first reported a position in RDVY in Q4 2021 and has held it in 3 quarters since. The position peaked at $397K in Q1 2022. 408 funds tracked by Wall St. Rank hold RDVY as of Q2 2022.

Pinnacle Private Wealth held 8,653 shares of First Trust Rising Dividend Achievers ETF worth $354K as of Q2 2022.
Pinnacle Private Wealth bought 555 First Trust Rising Dividend Achievers ETF shares in Q2 2022, an estimated $25.2K.
First Trust Rising Dividend Achievers ETF made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #171 holding.
Pinnacle Private Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's First Trust Rising Dividend Achievers ETF position peaked at $397K in Q1 2022.
408 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.