Aviance Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Aviance Capital Management’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
2019 Q1	$2K	Sell	82 -74	-47%	-$2.17K	﹤0.01%	218
2018 Q4	$4K	Sell	156 -31	-17%	-$899	﹤0.01%	213
2018 Q3	$6K	Sell	187 -171,308	-100%	-$5.31M	﹤0.01%	191
2018 Q2	$5.14M	Sell	171,495 -407,341	-70%	-$12.3M	0.43%	51
2018 Q1	$17.2M	Buy	578,836 +151,610	+35%	+$4.64M	1.32%	19
2017 Q4	$12.8M	Sell	427,226 -41,197	-9%	-$1.19M	0.91%	28
2017 Q3	$13M	Buy	+468,423	New	+$12.8M	0.9%	30

Other funds holding RDVY

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Aviance Capital Management's RDVY Position: Q1 2019 in Review

Aviance Capital Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 47% in Q1 2019, selling an estimated $2.17K and leaving 82 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Aviance Capital Management first reported a position in RDVY in Q3 2017 and has held it in 7 quarters since. The position peaked at $17.2M in Q1 2018. 95 funds tracked by Wall St. Rank hold RDVY as of Q1 2019.

Aviance Capital Management held 82 shares of First Trust Rising Dividend Achievers ETF worth $2K as of Q1 2019.
Aviance Capital Management sold 74 First Trust Rising Dividend Achievers ETF shares in Q1 2019, an estimated $2.17K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Aviance Capital Management's portfolio in Q1 2019, its #218 holding.
Aviance Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2017 and has held it in 7 quarters since.
Aviance Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $17.2M in Q1 2018.
95 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.