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

Wealth Advisory Solutions’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
Q2 		– Sell
-8,533
Closed -$418K – 157
2022
Q1 		$418K Buy
+8,533
New +$426K 0.09% 109

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wealth Advisory Solutions's RDVY Position: Q2 2022 in Review

Wealth Advisory Solutions sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2022, closing a stake of 8,533 shares — an estimated $418K sold.

Wealth Advisory Solutions first reported a position in RDVY in Q1 2022 and held it in 1 quarter. The position peaked at $418K in Q1 2022. 407 funds tracked by Wall St. Rank hold RDVY as of Q2 2022.

  • Wealth Advisory Solutions reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
  • Wealth Advisory Solutions sold 8,533 First Trust Rising Dividend Achievers ETF shares in Q2 2022, an estimated $418K.
  • Wealth Advisory Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
  • Wealth Advisory Solutions's First Trust Rising Dividend Achievers ETF position peaked at $418K in Q1 2022.
  • 407 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2022.

Based on Wealth Advisory Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.