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Capital Advisors Ltd’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Capital Advisors Ltd’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
Q3 		– Sell
-1,837
Closed -$57K – 440
2019
Q2 		$57K Buy
+1,837
New +$56.1K 0.02% 273

Other funds holding RDVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Capital Advisors Ltd's RDVY Position: Q3 2019 in Review

Capital Advisors Ltd sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2019, closing a stake of 1,837 shares — an estimated $57K sold.

Capital Advisors Ltd first reported a position in RDVY in Q2 2019 and held it in 1 quarter. The position peaked at $57K in Q2 2019. 100 funds tracked by Wall St. Rank hold RDVY as of Q3 2019.

  • Capital Advisors Ltd reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,837 First Trust Rising Dividend Achievers ETF shares in Q3 2019, an estimated $57K.
  • Capital Advisors Ltd first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2019 and held it in 1 quarter.
  • Capital Advisors Ltd's First Trust Rising Dividend Achievers ETF position peaked at $57K in Q2 2019.
  • 100 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2019.

Based on Capital Advisors Ltd's 13F filing for Q3 2019, filed 23 Oct 2019.