Aft Forsyth & Sober’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Aft Forsyth & Sober’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
2016 Q1	–	Sell	-3,400	Closed	-$70K	–	38
2015 Q4	$70K	Hold	3,400	–	–	0.02%	29
2015 Q3	$69K	Hold	3,400	–	–	0.02%	28
2015 Q2	$75K	Hold	3,400	–	–	0.02%	27
2015 Q1	$76K	Hold	3,400	–	–	0.02%	26
2014 Q4	$74K	Hold	3,400	–	–	0.02%	27
2014 Q3	$74K	Hold	3,400	–	–	0.02%	25
2014 Q2	$71K	Buy	3,400 +2,300	+209%	+$47.4K	0.01%	23
2014 Q1	$22K	Buy	+1,100	New	+$21.8K	0.01%	31

Other funds holding RDVY

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aft Forsyth & Sober's RDVY Position: Q1 2016 in Review

Aft Forsyth & Sober sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2016, closing a stake of 3,400 shares — an estimated $70K sold.

Aft Forsyth & Sober first reported a position in RDVY in Q1 2014 and held it in 8 quarters. The position peaked at $76K in Q1 2015. 18 funds tracked by Wall St. Rank hold RDVY as of Q1 2016.

Aft Forsyth & Sober reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2016 after selling out during the quarter.
Aft Forsyth & Sober sold 3,400 First Trust Rising Dividend Achievers ETF shares in Q1 2016, an estimated $70K.
Aft Forsyth & Sober first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2014 and held it in 8 quarters.
Aft Forsyth & Sober's First Trust Rising Dividend Achievers ETF position peaked at $76K in Q1 2015.
18 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2016.

Based on Aft Forsyth & Sober's 13F filing for Q1 2016, filed 12 May 2016.