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Lowe Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Lowe Wealth Advisors’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
Q2 		– Sell
-1,100
Closed -$28K – 303
2020
Q1 		$28K Buy
+1,100
New +$35.7K 0.02% 85

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Lowe Wealth Advisors's RDVY Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2020, closing a stake of 1,100 shares — an estimated $28K sold.

Lowe Wealth Advisors first reported a position in RDVY in Q1 2020 and held it in 1 quarter. The position peaked at $28K in Q1 2020. 128 funds tracked by Wall St. Rank hold RDVY as of Q2 2020.

  • Lowe Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 1,100 First Trust Rising Dividend Achievers ETF shares in Q2 2020, an estimated $28K.
  • Lowe Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and held it in 1 quarter.
  • Lowe Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $28K in Q1 2020.
  • 128 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.