S.C. Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

S.C. Financial Services’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 Q4	$242K	Buy	5,507 +146	+3%	+$6.38K	0.37%	94
2022 Q3	$208K	Sell	5,361 -1,202	-18%	-$51.7K	0.33%	102
2022 Q2	$269K	Sell	6,563 -408	-6%	-$18.5K	0.41%	84
2022 Q1	$342K	Buy	6,971 +7	+0.1%	+$350	0.44%	77
2021 Q4	$366K	Buy	+6,964	New	+$351K	0.42%	79

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

S.C. Financial Services's RDVY Position: Q4 2022 in Review

S.C. Financial Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.7% in Q4 2022, buying an estimated $6.38K and bringing the position to 5,507 shares worth $242K. The position accounts for 0.37% of the portfolio, ranked #94.

S.C. Financial Services first reported a position in RDVY in Q4 2021 and has held it in 5 quarters since. The position peaked at $366K in Q4 2021. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

S.C. Financial Services held 5,507 shares of First Trust Rising Dividend Achievers ETF worth $242K as of Q4 2022.
S.C. Financial Services bought 146 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $6.38K.
First Trust Rising Dividend Achievers ETF made up 0.37% of S.C. Financial Services's portfolio in Q4 2022, its #94 holding.
S.C. Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's First Trust Rising Dividend Achievers ETF position peaked at $366K in Q4 2021.
437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.