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First Command Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

First Command Financial Services’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
2018
Q2 		– Sell
-417
Closed -$12K – 434
2018
Q1 		$12K Buy
+417
New +$12.8K ﹤0.01% 343

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Command Financial Services's RDVY Position: Q2 2018 in Review

First Command Financial Services sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2018, closing a stake of 417 shares — an estimated $12K sold.

First Command Financial Services first reported a position in RDVY in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 70 funds tracked by Wall St. Rank hold RDVY as of Q2 2018.

  • First Command Financial Services reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2018 after selling out during the quarter.
  • First Command Financial Services sold 417 First Trust Rising Dividend Achievers ETF shares in Q2 2018, an estimated $12K.
  • First Command Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2018 and held it in 1 quarter.
  • First Command Financial Services's First Trust Rising Dividend Achievers ETF position peaked at $12K in Q1 2018.
  • 70 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2018.

Based on First Command Financial Services's 13F filing for Q2 2018, filed 24 Jul 2018.