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National Planning Corporation’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-40,707
Closed -$1.13M – 482
2017
Q3 		$1.13M Sell
40,707
-21,564
-35% -$589K 0.09% 216
2017
Q2 		$1.7M Buy
+62,271
New +$1.67M 0.13% 174

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 88.42% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

National Planning Corporation's RDVY Position: Q4 2017 in Review

National Planning Corporation sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2017, closing a stake of 40,707 shares — an estimated $1.13M sold.

National Planning Corporation first reported a position in RDVY in Q2 2017 and held it in 2 quarters. The position peaked at $1.7M in Q2 2017. 59 funds tracked by Wall St. Rank hold RDVY as of Q4 2017.

  • National Planning Corporation reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 40,707 First Trust Rising Dividend Achievers ETF shares in Q4 2017, an estimated $1.13M.
  • National Planning Corporation first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and held it in 2 quarters.
  • National Planning Corporation's First Trust Rising Dividend Achievers ETF position peaked at $1.7M in Q2 2017.
  • 59 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.