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 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

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

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

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.