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

Mascoma 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 Q4	–	Sell	-1	Closed	–	–	395
2018 Q3	$0	Sell	1 -57,975	-100%	-$1.8M	﹤0.01%	408
2018 Q2	$1.74M	Buy	+57,976	New	+$1.75M	1.22%	18

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Mascoma Wealth Management's RDVY Position: Q4 2018 in Review

Mascoma Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2018, closing a stake of 1 share.

Mascoma Wealth Management first reported a position in RDVY in Q2 2018 and held it in 2 quarters. The position peaked at $1.74M in Q2 2018. 85 funds tracked by Wall St. Rank hold RDVY as of Q4 2018.

Mascoma Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2018 after selling out during the quarter.
Mascoma Wealth Management sold 1 First Trust Rising Dividend Achievers ETF share in Q4 2018.
Mascoma Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2018 and held it in 2 quarters.
Mascoma Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $1.74M in Q2 2018.
85 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.