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

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	$2.21M	Sell	48,203 -132	-0.3%	-$6.31K	0.99%	19
2023 Q2	$2.32M	Sell	48,335 -14,122	-23%	-$639K	0.99%	19
2023 Q1	$2.83M	Buy	62,457 +2,551	+4%	+$117K	1.35%	17
2022 Q4	$2.63M	Sell	59,906 -14,725	-20%	-$644K	1.4%	16
2022 Q3	$2.9M	Buy	74,631 +500	+0.7%	+$21.5K	1.48%	15
2022 Q2	$3.03M	Buy	74,131 +9,325	+14%	+$423K	1.47%	16
2022 Q1	$3.17M	Buy	64,806 +2,181	+3%	+$109K	1.15%	17
2021 Q4	$3.24M	Buy	62,625 +1,180	+2%	+$59.5K	1.13%	18
2021 Q3	$2.93M	Buy	61,445 +4,075	+7%	+$197K	1.14%	18
2021 Q2	$2.74M	Buy	57,370 +2,615	+5%	+$125K	1%	18
2021 Q1	$2.56M	Buy	54,755 +925	+2%	+$39.4K	1.02%	18
2020 Q4	$2.15M	Hold	53,830	–	–	0.95%	20
2020 Q3	$1.84M	Sell	53,830 -24,225	-31%	-$786K	0.86%	21
2020 Q2	$2.44M	Hold	78,055	–	–	1.29%	18
2020 Q1	$2.12M	Buy	78,055 +27,325	+54%	+$887K	1.4%	16
2019 Q4	$1.84M	Buy	+50,730	New	+$1.72M	1.05%	18

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

Wealth Advisors's RDVY Position: Q3 2023 in Review

Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.27% in Q3 2023, selling an estimated $6.31K and leaving 48,203 shares worth $2.21M. The position accounts for 0.99% of the portfolio, ranked #19.

Wealth Advisors first reported a position in RDVY in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.24M in Q4 2021. 443 funds tracked by Wall St. Rank hold RDVY as of Q3 2023.

Wealth Advisors held 48,203 shares of First Trust Rising Dividend Achievers ETF worth $2.21M as of Q3 2023.
Wealth Advisors sold 132 First Trust Rising Dividend Achievers ETF shares in Q3 2023, an estimated $6.31K.
First Trust Rising Dividend Achievers ETF made up 0.99% of Wealth Advisors's portfolio in Q3 2023, its #19 holding.
Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $3.24M in Q4 2021.
443 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.