True Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

True Capital 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
2023 Q1	$371K	Sell	8,274 -836	-9%	-$38.4K	0.25%	75
2022 Q4	$400K	Buy	+9,110	New	+$398K	0.33%	68

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

True Capital Management's RDVY Position: Q1 2023 in Review

True Capital Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.2% in Q1 2023, selling an estimated $38.4K and leaving 8,274 shares worth $371K. The position accounts for 0.25% of the portfolio, ranked #75.

True Capital Management first reported a position in RDVY in Q4 2022 and has held it in 2 quarters since. The position peaked at $400K in Q4 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q1 2023.

True Capital Management held 8,274 shares of First Trust Rising Dividend Achievers ETF worth $371K as of Q1 2023.
True Capital Management sold 836 First Trust Rising Dividend Achievers ETF shares in Q1 2023, an estimated $38.4K.
First Trust Rising Dividend Achievers ETF made up 0.25% of True Capital Management's portfolio in Q1 2023, its #75 holding.
True Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 2 quarters since.
True Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $400K in Q4 2022.
432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.