Main Street Financial Solutions’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

Main Street Financial Solutions’s Portfolio RFDA Stock Details RFDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18,177	Closed	-$796K	–	482
2023 Q3	$796K	Hold	18,177	–	–	0.11%	171
2023 Q2	$839K	Hold	18,177	–	–	0.11%	178
2023 Q1	$783K	Hold	18,177	–	–	0.11%	179
2022 Q4	$762K	Sell	18,177 -144,027	-89%	-$6.06M	0.12%	180
2022 Q3	$6.32M	Buy	+162,204	New	+$7.17M	1.04%	19

Other funds holding RFDA

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Main Street Financial Solutions's RFDA Position: Q4 2023 in Review

Main Street Financial Solutions sold out of ALPS Dynamic US Dividend Advantage ETF (RFDA) in Q4 2023, closing a stake of 18,177 shares — an estimated $796K sold.

Main Street Financial Solutions first reported a position in RFDA in Q3 2022 and held it in 5 quarters. The position peaked at $6.32M in Q3 2022. 26 funds tracked by Wall St. Rank hold RFDA as of Q4 2023.

Main Street Financial Solutions reported no remaining ALPS Dynamic US Dividend Advantage ETF position as of Q4 2023 after selling out during the quarter.
Main Street Financial Solutions sold 18,177 ALPS Dynamic US Dividend Advantage ETF shares in Q4 2023, an estimated $796K.
Main Street Financial Solutions first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q3 2022 and held it in 5 quarters.
Main Street Financial Solutions's ALPS Dynamic US Dividend Advantage ETF position peaked at $6.32M in Q3 2022.
26 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q4 2023.

Based on Main Street Financial Solutions's 13F filing for Q4 2023, filed 8 Feb 2024.