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Strategic Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Strategic Asset 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 		$7K Hold
185
– – 0.01% 422
2022
Q2 		$8K Buy
+185
New +$8.39K 0.01% 432

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

Strategic Asset Management's RDVY Position: Q3 2022 in Review

Strategic Asset Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q3 2022 at 185 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #422.

Strategic Asset Management first reported a position in RDVY in Q2 2022 and has held it in 2 quarters since. The position peaked at $8K in Q2 2022. 409 funds tracked by Wall St. Rank hold RDVY as of Q3 2022.

  • Strategic Asset Management held 185 shares of First Trust Rising Dividend Achievers ETF worth $7K as of Q3 2022.
  • Strategic Asset Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q3 2022.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #422 holding.
  • Strategic Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 2 quarters since.
  • Strategic Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $8K in Q2 2022.
  • 409 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.