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

Stockman 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 Q4	–	Sell	-8,234	Closed	-$320K	–	206
2022 Q3	$320K	Sell	8,234 -285	-3%	-$12.3K	0.09%	129
2022 Q2	$349K	Sell	8,519 -635	-7%	-$28.8K	0.09%	126
2022 Q1	$449K	Sell	9,154 -700	-7%	-$35K	0.09%	118
2021 Q4	$510K	Hold	9,854	–	–	0.1%	118
2021 Q3	$468K	Sell	9,854 -720	-7%	-$34.9K	0.1%	118
2021 Q2	$508K	Buy	10,574 +5,214	+97%	+$250K	0.12%	109
2021 Q1	$244K	Buy	+5,360	New	+$229K	0.07%	161

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

Stockman Wealth Management's RDVY Position: Q4 2022 in Review

Stockman Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2022, closing a stake of 8,234 shares — an estimated $320K sold.

Stockman Wealth Management first reported a position in RDVY in Q1 2021 and held it in 7 quarters. The position peaked at $510K in Q4 2021. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

Stockman Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
Stockman Wealth Management sold 8,234 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $320K.
Stockman Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and held it in 7 quarters.
Stockman Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $510K in Q4 2021.
437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on Stockman Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.