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

Liberty 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
2019
Q3 		– Sell
-1
Closed – – 950
2019
Q2 		$0 Buy
+1
New +$31 ﹤0.01% 936

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

Liberty Wealth Management's RDVY Position: Q3 2019 in Review

Liberty Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2019, closing a stake of 1 share.

Liberty Wealth Management first reported a position in RDVY in Q2 2019 and held it in 1 quarter. The position peaked at $0 in Q2 2019. 100 funds tracked by Wall St. Rank hold RDVY as of Q3 2019.

  • Liberty Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 1 First Trust Rising Dividend Achievers ETF share in Q3 2019.
  • Liberty Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $0 in Q2 2019.
  • 100 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.