PRW Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

PRW Wealth 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
2022 Q2	–	Sell	-74,835	Closed	-$3.67M	–	114
2022 Q1	$3.67M	Sell	74,835 -10,935	-13%	-$546K	1.63%	17
2021 Q4	$4.44M	Sell	85,770 -7,297	-8%	-$368K	2.07%	11
2021 Q3	$4.42M	Buy	+93,067	New	+$4.51M	2.21%	10

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

PRW Wealth Management's RDVY Position: Q2 2022 in Review

PRW Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2022, closing a stake of 74,835 shares — an estimated $3.67M sold.

PRW Wealth Management first reported a position in RDVY in Q3 2021 and held it in 3 quarters. The position peaked at $4.44M in Q4 2021. 408 funds tracked by Wall St. Rank hold RDVY as of Q2 2022.

PRW Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
PRW Wealth Management sold 74,835 First Trust Rising Dividend Achievers ETF shares in Q2 2022, an estimated $3.67M.
PRW Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and held it in 3 quarters.
PRW Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $4.44M in Q4 2021.
408 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2022.

Based on PRW Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.