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RFDA icon

NewEdge Advisors’s ALPS Dynamic US Dividend Advantage ETF RFDA Stock Holding History

NewEdge Advisors’s Portfolio RFDA Stock Details RFDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.4K Hold
836
– – ﹤0.01% 2925
2025
Q4 		$53.3K Sell
836
-204
-20% -$12.9K ﹤0.01% 2943
2025
Q3 		$65.5K Hold
1,040
– – ﹤0.01% 2747
2025
Q2 		$60.3K Hold
1,040
– – ﹤0.01% 2600
2025
Q1 		$55.2K Buy
1,040
+12
+1% +$664 ﹤0.01% 2523
2024
Q4 		$57.5K Sell
1,028
-59
-5% -$3.34K ﹤0.01% 2476
2024
Q3 		$60K Sell
1,087
-180
-14% -$9.64K ﹤0.01% 2372
2024
Q2 		$67K Hold
1,267
– – ﹤0.01% 2242
2024
Q1 		$64.3K Hold
1,267
– – ﹤0.01% 2219
2023
Q4 		$60.4K Sell
1,267
-358
-22% -$16.1K ﹤0.01% 2161
2023
Q3 		$71.1K Hold
1,625
– – ﹤0.01% 1968
2023
Q2 		$75K Sell
1,625
-445
-21% -$19.4K ﹤0.01% 1953
2023
Q1 		$89.1K Buy
2,070
+7
+0.3% +$301 ﹤0.01% 1784
2022
Q4 		$87 Buy
+2,063
New +$86.9K ﹤0.01% 3390
2022
Q1 		– Sell
-7,478
Closed -$355K – 1531
2021
Q4 		$355K Sell
7,478
-485
-6% -$22.1K 0.01% 1239
2021
Q3 		$342K Sell
7,963
-1,827
-19% -$81.3K 0.01% 856
2021
Q2 		$426K Sell
9,790
-543
-5% -$23.1K 0.01% 787
2021
Q1 		$419K Sell
10,333
-3,266
-24% -$128K 0.01% 706
2020
Q4 		$520K Buy
13,599
+132
+1% +$4.82K 0.02% 611
2020
Q3 		$471K Sell
13,467
-3,425
-20% -$118K 0.02% 591
2020
Q2 		$549K Sell
16,892
-30,564
-64% -$936K 0.02% 511
2020
Q1 		$1.29M Sell
47,456
-1,381
-3% -$45.1K 0.06% 263
2019
Q4 		$1.71M Sell
48,837
-550
-1% -$18.5K 0.07% 272
2019
Q3 		$1.62M Buy
49,387
+4,264
+9% +$137K 0.07% 258
2019
Q2 		$1.46M Sell
45,123
-610
-1% -$19.6K 0.09% 221
2019
Q1 		$1.47M Buy
45,733
+1,772
+4% +$54.7K 0.09% 218
2018
Q4 		$1.24K Buy
43,961
+32
+0.1% +$978 0.08% 220
2018
Q3 		$1.46M Buy
43,929
+7,964
+22% +$265K 0.11% 182
2018
Q2 		$1.16K Buy
35,965
+5,703
+19% +$183K 0.11% 193
2018
Q1 		$925K Buy
30,262
+14,256
+89% +$460K 0.11% 191
2017
Q4 		$520K Buy
16,006
+3,517
+28% +$109K 0.07% 230
2017
Q3 		$377K Buy
12,489
+8,180
+190% +$237K 0.06% 243
2017
Q2 		$123K Buy
+4,309
New +$121K 0.02% 379

Other funds holding RFDA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $155M AUM 18.02% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

NewEdge Advisors's RFDA Position: Q1 2026 in Review

NewEdge Advisors held its ALPS Dynamic US Dividend Advantage ETF (RFDA) position steady in Q1 2026 at 836 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

NewEdge Advisors first reported a position in RFDA in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.71M in Q4 2019. 24 funds tracked by Wall St. Rank hold RFDA as of Q1 2026.

  • NewEdge Advisors held 836 shares of ALPS Dynamic US Dividend Advantage ETF worth $52.4K as of Q1 2026.
  • NewEdge Advisors left its ALPS Dynamic US Dividend Advantage ETF share count unchanged in Q1 2026.
  • ALPS Dynamic US Dividend Advantage ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2925 holding.
  • NewEdge Advisors first reported a position in ALPS Dynamic US Dividend Advantage ETF in Q2 2017 and has held it in 33 quarters since.
  • NewEdge Advisors's ALPS Dynamic US Dividend Advantage ETF position peaked at $1.71M in Q4 2019.
  • 24 funds tracked by Wall St. Rank held ALPS Dynamic US Dividend Advantage ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.