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Fulcrum Equity Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Fulcrum Equity Management’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
-24,974
Closed -$896K – 84
2019
Q4 		$896K Buy
+24,974
New +$846K 0.47% 29

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
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
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

Fulcrum Equity Management's RDVY Position: Q1 2020 in Review

Fulcrum Equity Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2020, closing a stake of 24,974 shares — an estimated $896K sold.

Fulcrum Equity Management first reported a position in RDVY in Q4 2019 and held it in 1 quarter. The position peaked at $896K in Q4 2019. 120 funds tracked by Wall St. Rank hold RDVY as of Q1 2020.

  • Fulcrum Equity Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 24,974 First Trust Rising Dividend Achievers ETF shares in Q1 2020, an estimated $896K.
  • Fulcrum Equity Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's First Trust Rising Dividend Achievers ETF position peaked at $896K in Q4 2019.
  • 120 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2020.

Based on Fulcrum Equity Management's 13F filing for Q1 2020, filed 1 Apr 2020.