Milestone Advisory Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Milestone Advisory Partners’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 Q1	–	Sell	-137,260	Closed	-$4.92M	–	54
2019 Q4	$4.92M	Sell	137,260 -5,069	-4%	-$172K	2.59%	12
2019 Q3	$4.53M	Buy	142,329 +33,868	+31%	+$1.06M	2.55%	12
2019 Q2	$3.37M	Buy	108,461 +5,470	+5%	+$167K	2.05%	13
2019 Q1	$3.07M	Buy	102,991 +12,831	+14%	+$376K	1.98%	14
2018 Q4	$2.36M	Sell	90,160 -62,527	-41%	-$1.81M	2.04%	12
2018 Q3	$4.82M	Buy	152,687 +3,563	+2%	+$111K	3.42%	9
2018 Q2	$4.47M	Sell	149,124 -13,915	-9%	-$420K	3.32%	9
2018 Q1	$4.84M	Buy	163,039 +7,603	+5%	+$233K	3.62%	9
2017 Q4	$4.64M	Buy	+155,436	New	+$4.48M	3.48%	10

Other funds holding RDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FAAS

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

Milestone Advisory Partners's RDVY Position: Q1 2020 in Review

Milestone Advisory Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2020, closing a stake of 137,260 shares — an estimated $4.92M sold.

Milestone Advisory Partners first reported a position in RDVY in Q4 2017 and held it in 9 quarters. The position peaked at $4.92M in Q4 2019. 120 funds tracked by Wall St. Rank hold RDVY as of Q1 2020.

Milestone Advisory Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
Milestone Advisory Partners sold 137,260 First Trust Rising Dividend Achievers ETF shares in Q1 2020, an estimated $4.92M.
Milestone Advisory Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2017 and held it in 9 quarters.
Milestone Advisory Partners's First Trust Rising Dividend Achievers ETF position peaked at $4.92M in Q4 2019.
120 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2020.

Based on Milestone Advisory Partners's 13F filing for Q1 2020, filed 31 Jul 2020.