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

SeaCrest 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 Q3	–	Sell	-17,737	Closed	-$726K	–	1304
2022 Q2	$726K	Sell	17,737 -584	-3%	-$26.5K	0.09%	226
2022 Q1	$898K	Buy	18,321 +2,143	+13%	+$107K	0.1%	203
2021 Q4	$838K	Buy	16,178 +4,323	+36%	+$218K	0.09%	220
2021 Q3	$563K	Buy	11,855 +5,160	+77%	+$250K	0.07%	302
2021 Q2	$322K	Buy	+6,695	New	+$321K	0.04%	473

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

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SeaCrest Wealth Management's RDVY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2022, closing a stake of 17,737 shares — an estimated $726K sold.

SeaCrest Wealth Management first reported a position in RDVY in Q2 2021 and held it in 5 quarters. The position peaked at $898K in Q1 2022. 409 funds tracked by Wall St. Rank hold RDVY as of Q3 2022.

SeaCrest Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 17,737 First Trust Rising Dividend Achievers ETF shares in Q3 2022, an estimated $726K.
SeaCrest Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 5 quarters.
SeaCrest Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $898K in Q1 2022.
409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.