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Seaview Investment Managers’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Seaview Investment Managers’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
-66,203
Closed -$2.71M – 107
2022
Q2 		$2.71M Buy
66,203
+3,018
+5% +$137K 1.22% 26
2022
Q1 		$3.1M Buy
63,185
+3,794
+6% +$189K 1.03% 32
2021
Q4 		$3.08M Buy
+59,391
New +$3M 1.08% 32

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Seaview Investment Managers's RDVY Position: Q3 2022 in Review

Seaview Investment Managers sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2022, closing a stake of 66,203 shares — an estimated $2.71M sold.

Seaview Investment Managers first reported a position in RDVY in Q4 2021 and held it in 3 quarters. The position peaked at $3.1M in Q1 2022. 409 funds tracked by Wall St. Rank hold RDVY as of Q3 2022.

  • Seaview Investment Managers reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • Seaview Investment Managers sold 66,203 First Trust Rising Dividend Achievers ETF shares in Q3 2022, an estimated $2.71M.
  • Seaview Investment Managers first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 3 quarters.
  • Seaview Investment Managers's First Trust Rising Dividend Achievers ETF position peaked at $3.1M in Q1 2022.
  • 409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2022.

Based on Seaview Investment Managers's 13F filing for Q3 2022, filed 10 Nov 2022.