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True Link Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

True Link Financial Advisors’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
Q1 		– Sell
-286
Closed -$15K – 242
2021
Q4 		$15K Buy
+286
New +$14.4K ﹤0.01% 603

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

True Link Financial Advisors's RDVY Position: Q1 2022 in Review

True Link Financial Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2022, closing a stake of 286 shares — an estimated $15K sold.

True Link Financial Advisors first reported a position in RDVY in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 427 funds tracked by Wall St. Rank hold RDVY as of Q1 2022.

  • True Link Financial Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 286 First Trust Rising Dividend Achievers ETF shares in Q1 2022, an estimated $15K.
  • True Link Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 1 quarter.
  • True Link Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $15K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.