Regal Wealth Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Regal Wealth Group’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	-14	Closed	-$1K	–	199
2019 Q4	$1K	Buy	+14	New	+$474	﹤0.01%	190

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

Regal Wealth Group's RDVY Position: Q1 2020 in Review

Regal Wealth Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2020, closing a stake of 14 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in RDVY in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 120 funds tracked by Wall St. Rank hold RDVY as of Q1 2020.

Regal Wealth Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2020 after selling out during the quarter.
Regal Wealth Group sold 14 First Trust Rising Dividend Achievers ETF shares in Q1 2020, an estimated $1K.
Regal Wealth Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and held it in 1 quarter.
Regal Wealth Group's First Trust Rising Dividend Achievers ETF position peaked at $1K in Q4 2019.
120 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2020.

Based on Regal Wealth Group's 13F filing for Q1 2020, filed 23 Apr 2020.