New England Private Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

New England Private Wealth Advisors’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	-8,395	Closed	-$301K	–	83
2019 Q4	$301K	Buy	8,395 +37	+0.4%	+$1.25K	0.08%	63
2019 Q3	$266K	Buy	8,358 +27	+0.3%	+$844	0.06%	128
2019 Q2	$260K	Buy	8,331 +30	+0.4%	+$916	0.06%	130
2019 Q1	$247K	Buy	8,301 +25	+0.3%	+$732	0.06%	128
2018 Q4	$219K	Buy	8,276 +44	+0.5%	+$1.28K	0.06%	127
2018 Q3	$260K	Buy	8,232 +20	+0.2%	+$620	0.07%	120
2018 Q2	$246K	Buy	+8,212	New	+$248K	0.07%	124

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

New England Private Wealth Advisors's RDVY Position: Q1 2020 in Review

New England Private Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2020, closing a stake of 8,395 shares — an estimated $301K sold.

New England Private Wealth Advisors first reported a position in RDVY in Q2 2018 and held it in 7 quarters. The position peaked at $301K in Q4 2019. 120 funds tracked by Wall St. Rank hold RDVY as of Q1 2020.

New England Private Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
New England Private Wealth Advisors sold 8,395 First Trust Rising Dividend Achievers ETF shares in Q1 2020, an estimated $301K.
New England Private Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2018 and held it in 7 quarters.
New England Private Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $301K in Q4 2019.
120 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2020.

Based on New England Private Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.