Bank Hapoalim BM’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bank Hapoalim BM’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
2020 Q1	–	Sell	-6,650	Closed	-$239K	–	182
2019 Q4	$239K	Hold	6,650	–	–	0.05%	155
2019 Q3	$211K	Sell	6,650 -950	-13%	-$29.7K	0.05%	154
2019 Q2	$236K	Sell	7,600 -9,010	-54%	-$275K	0.06%	153
2019 Q1	$495K	Sell	16,610 -1,500	-8%	-$43.9K	0.12%	103
2018 Q4	$480K	Sell	18,110 -3,470	-16%	-$101K	0.15%	105
2018 Q3	$681K	Sell	21,580 -50	-0.2%	-$1.55K	0.17%	100
2018 Q2	$648K	Sell	21,630 -410	-2%	-$12.4K	0.18%	104
2018 Q1	$655K	Sell	22,040 -1,200	-5%	-$36.7K	0.17%	103
2017 Q4	$694	Sell	23,240 -3,630	-14%	-$105K	0.15%	105
2017 Q3	$748K	Buy	26,870 +2,110	+9%	+$57.6K	0.17%	106
2017 Q2	$670K	Buy	+24,760	New	+$663K	0.16%	103

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Bank Hapoalim BM's RDVY Position: Q1 2020 in Review

Bank Hapoalim BM sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2020, closing a stake of 6,650 shares — an estimated $239K sold.

Bank Hapoalim BM first reported a position in RDVY in Q2 2017 and held it in 11 quarters. The position peaked at $748K in Q3 2017. 120 funds tracked by Wall St. Rank hold RDVY as of Q1 2020.

Bank Hapoalim BM reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
Bank Hapoalim BM sold 6,650 First Trust Rising Dividend Achievers ETF shares in Q1 2020, an estimated $239K.
Bank Hapoalim BM first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and held it in 11 quarters.
Bank Hapoalim BM's First Trust Rising Dividend Achievers ETF position peaked at $748K in Q3 2017.
120 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2020.

Based on Bank Hapoalim BM's 13F filing for Q1 2020, filed 6 May 2020.