Zimmermann Investment Management & Planning’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Zimmermann Investment Management & Planning’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 Q2	–	Sell	-5,559	Closed	-$249K	–	119
2023 Q1	$249K	Sell	5,559 -146	-3%	-$6.71K	0.13%	98
2022 Q4	$251K	Sell	5,705 -14,720	-72%	-$644K	0.14%	81
2022 Q3	$794K	Sell	20,425 -112,549	-85%	-$4.84M	0.49%	40
2022 Q2	$5.44M	Sell	132,974 -54,477	-29%	-$2.47M	3.73%	7
2022 Q1	$9.19M	Buy	187,451 +25,628	+16%	+$1.28M	5.45%	2
2021 Q4	$8.38M	Buy	+161,823	New	+$8.16M	4.7%	3

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

ACM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zimmermann Investment Management & Planning's RDVY Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2023, closing a stake of 5,559 shares — an estimated $249K sold.

Zimmermann Investment Management & Planning first reported a position in RDVY in Q4 2021 and held it in 6 quarters. The position peaked at $9.19M in Q1 2022. 432 funds tracked by Wall St. Rank hold RDVY as of Q2 2023.

Zimmermann Investment Management & Planning reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 5,559 First Trust Rising Dividend Achievers ETF shares in Q2 2023, an estimated $249K.
Zimmermann Investment Management & Planning first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 6 quarters.
Zimmermann Investment Management & Planning's First Trust Rising Dividend Achievers ETF position peaked at $9.19M in Q1 2022.
432 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.