Highland Private Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Highland Private Wealth 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
2018 Q2	–	Sell	-27,052	Closed	-$883K	–	142
2018 Q1	$883K	Buy	+27,052	New	+$828K	0.54%	50

Other funds holding RDVY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Highland Private Wealth Management's RDVY Position: Q2 2018 in Review

Highland Private Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2018, closing a stake of 27,052 shares — an estimated $883K sold.

Highland Private Wealth Management first reported a position in RDVY in Q1 2018 and held it in 1 quarter. The position peaked at $883K in Q1 2018. 69 funds tracked by Wall St. Rank hold RDVY as of Q2 2018.

Highland Private Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2018 after selling out during the quarter.
Highland Private Wealth Management sold 27,052 First Trust Rising Dividend Achievers ETF shares in Q2 2018, an estimated $883K.
Highland Private Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2018 and held it in 1 quarter.
Highland Private Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $883K in Q1 2018.
69 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.