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Measured Wealth Private Client Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Measured Wealth Private Client Group’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
-145
Closed -$5K – 552
2018
Q3 		$5K Buy
+145
New +$4.5K ﹤0.01% 695

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Measured Wealth Private Client Group's RDVY Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2018, closing a stake of 145 shares — an estimated $5K sold.

Measured Wealth Private Client Group first reported a position in RDVY in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 85 funds tracked by Wall St. Rank hold RDVY as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 145 First Trust Rising Dividend Achievers ETF shares in Q4 2018, an estimated $5K.
  • Measured Wealth Private Client Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's First Trust Rising Dividend Achievers ETF position peaked at $5K in Q3 2018.
  • 85 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.