TFC Financial Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

TFC Financial 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	-631	Closed	-$25K	–	558
2022 Q3	$25K	Buy	+631	New	+$27.1K	0.01%	242
2021 Q3	–	Sell	-200	Closed	-$10K	–	591
2021 Q2	$10K	Buy	+200	New	+$9.58K	﹤0.01%	324

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

TFC Financial Management's RDVY Position: Q4 2022 in Review

TFC Financial Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2022, closing a stake of 631 shares — an estimated $25K sold.

TFC Financial Management first reported a position in RDVY in Q2 2021 and held it in 2 quarters. The position peaked at $25K in Q3 2022. 437 funds tracked by Wall St. Rank hold RDVY as of Q4 2022.

TFC Financial Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2022 after selling out during the quarter.
TFC Financial Management sold 631 First Trust Rising Dividend Achievers ETF shares in Q4 2022, an estimated $25K.
TFC Financial Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 2 quarters.
TFC Financial Management's First Trust Rising Dividend Achievers ETF position peaked at $25K in Q3 2022.
437 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2022.

Based on TFC Financial Management's 13F filing for Q4 2022, filed 13 Feb 2023.