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BB&T Investment Services’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

BB&T Investment Services’s Portfolio RFDA Stock Details RFDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$2.14M Buy
67,525
+14,870
+28% +$459K 0.36% 68
2017
Q3 		$1.58M Buy
52,655
+9,477
+22% +$274K 0.32% 74
2017
Q2 		$1.23M Buy
43,178
+20,582
+91% +$578K 0.31% 73
2017
Q1 		$629K Buy
22,596
+20,101
+806% +$557K 0.25% 90
2016
Q4 		$66K Buy
+2,495
New +$65.5K 0.05% 252

Other funds holding RFDA

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

BB&T Investment Services's RFDA Position: Q4 2017 in Review

BB&T Investment Services increased its ALPS Dynamic US Dividend Advantage ETF (RFDA) stake by 28% in Q4 2017, buying an estimated $459K and bringing the position to 67,525 shares worth $2.14M. The position accounts for 0.36% of the portfolio, ranked #68.

BB&T Investment Services first reported a position in RFDA in Q4 2016 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold RFDA as of Q4 2017.

  • BB&T Investment Services held 67,525 shares of ALPS Dynamic US Dividend Advantage ETF worth $2.14M as of Q4 2017.
  • BB&T Investment Services bought 14,870 ALPS Dynamic US Dividend Advantage ETF shares in Q4 2017, an estimated $459K.
  • ALPS Dynamic US Dividend Advantage ETF made up 0.36% of BB&T Investment Services's portfolio in Q4 2017, its #68 holding.
  • BB&T Investment Services first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q4 2016 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.