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IFC Holdings’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

IFC Holdings’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
Q1 		– Sell
-8,253
Closed -$247K – 336
2017
Q4 		$247K Buy
+8,253
New +$238K 0.02% 432

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 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

IFC Holdings's RDVY Position: Q1 2018 in Review

IFC Holdings sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2018, closing a stake of 8,253 shares — an estimated $247K sold.

IFC Holdings first reported a position in RDVY in Q4 2017 and held it in 1 quarter. The position peaked at $247K in Q4 2017. 64 funds tracked by Wall St. Rank hold RDVY as of Q1 2018.

  • IFC Holdings reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 8,253 First Trust Rising Dividend Achievers ETF shares in Q1 2018, an estimated $247K.
  • IFC Holdings first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2017 and held it in 1 quarter.
  • IFC Holdings's First Trust Rising Dividend Achievers ETF position peaked at $247K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.