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Saxon Interests’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Saxon Interests’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 		– Sell
-117,556
Closed -$4.9M – 169
2022
Q3 		$4.9M Buy
117,556
+39,849
+51% +$1.71M 2.99% 6
2022
Q2 		$3.18M Sell
77,707
-7,262
-9% -$329K 1.93% 12
2022
Q1 		$4.17M Buy
84,969
+44,173
+108% +$2.21M 2.22% 11
2021
Q4 		$2.14M Buy
+40,796
New +$2.06M 1.21% 20

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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

Saxon Interests's RDVY Position: Q4 2022 in Review

Saxon Interests sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2022, closing a stake of 117,556 shares — an estimated $4.9M sold.

Saxon Interests first reported a position in RDVY in Q4 2021 and held it in 4 quarters. The position peaked at $4.9M in Q3 2022. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

  • Saxon Interests reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
  • Saxon Interests sold 117,556 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $4.9M.
  • Saxon Interests first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 4 quarters.
  • Saxon Interests's First Trust Rising Dividend Achievers ETF position peaked at $4.9M in Q3 2022.
  • 437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Saxon Interests's 13F filing for Q4 2022, filed 24 Jan 2023.