V Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-10,047	Closed	-$473K	–	301
2023 Q2	$473K	Buy	10,047 +204	+2%	+$9.23K	0.08%	207
2023 Q1	$442K	Sell	9,843 -524	-5%	-$24.1K	0.08%	214
2022 Q4	$455K	Buy	10,367 +621	+6%	+$27.1K	0.09%	199
2022 Q3	$379K	Sell	9,746 -9,895	-50%	-$425K	0.08%	245
2022 Q2	$804K	Buy	19,641 +10,175	+107%	+$461K	0.15%	161
2022 Q1	$464K	Buy	9,466 +4,794	+103%	+$239K	0.07%	257
2021 Q4	$242K	Buy	+4,672	New	+$236K	0.04%	397

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

V Wealth Advisors's RDVY Position: Q3 2023 in Review

V Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2023, closing a stake of 10,047 shares — an estimated $473K sold.

V Wealth Advisors first reported a position in RDVY in Q4 2021 and held it in 7 quarters. The position peaked at $804K in Q2 2022. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

V Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 10,047 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $473K.
V Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 7 quarters.
V Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $804K in Q2 2022.
443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.