Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Cambridge Investment Research Advisors’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
2024
Q1 		– Sell
-6,576
Closed -$313K – 3387
2023
Q4 		$313K Sell
6,576
-2,283
-26% -$103K ﹤0.01% 2564
2023
Q3 		$388K Sell
8,859
-365
-4% -$16.7K ﹤0.01% 2293
2023
Q2 		$426K Sell
9,224
-6,608
-42% -$289K ﹤0.01% 2252
2023
Q1 		$682K Sell
15,832
-555
-3% -$23.9K ﹤0.01% 1862
2022
Q4 		$687K Buy
+16,387
New +$690K ﹤0.01% 1774

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Cambridge Investment Research Advisors's RFDA Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q1 2024, closing a stake of 6,576 shares — an estimated $313K sold.

Cambridge Investment Research Advisors first reported a position in RFDA in Q4 2022 and held it in 5 quarters. The position peaked at $687K in Q4 2022. 24 funds tracked by Wall St. Rank hold RFDA as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,576 ALPS Dynamic US Dividend Advantage ETF shares in Q1 2024, an estimated $313K.
  • Cambridge Investment Research Advisors first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q4 2022 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's ALPS Dynamic US Dividend Advantage ETF position peaked at $687K in Q4 2022.
  • 24 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.