NEXT Financial Holdings’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$27K	Buy	+890	New	+$26.1K	0.01%	889

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

NEXT Financial Holdings's RDVY Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2019: 890 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #889 among its holdings.

95 funds tracked by Wall St. Rank hold RDVY as of Q1 2019.

NEXT Financial Holdings held 890 shares of First Trust Rising Dividend Achievers ETF worth $27K as of Q1 2019.
First Trust Rising Dividend Achievers ETF was a new NEXT Financial Holdings position in Q1 2019.
First Trust Rising Dividend Achievers ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #889 holding.
95 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.