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Ruggie Capital Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ruggie Capital 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
2017
Q2 		– Sell
-3,481
Closed -$92K – 307
2017
Q1 		$92K Buy
+3,481
New +$90.5K 0.07% 91

Other funds holding RDVY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ruggie Capital Group's RDVY Position: Q2 2017 in Review

Ruggie Capital Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2017, closing a stake of 3,481 shares — an estimated $92K sold.

Ruggie Capital Group first reported a position in RDVY in Q1 2017 and held it in 1 quarter. The position peaked at $92K in Q1 2017. 48 funds tracked by Wall St. Rank hold RDVY as of Q2 2017.

  • Ruggie Capital Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2017 after selling out during the quarter.
  • Ruggie Capital Group sold 3,481 First Trust Rising Dividend Achievers ETF shares in Q2 2017, an estimated $92K.
  • Ruggie Capital Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2017 and held it in 1 quarter.
  • Ruggie Capital Group's First Trust Rising Dividend Achievers ETF position peaked at $92K in Q1 2017.
  • 48 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2017.

Based on Ruggie Capital Group's 13F filing for Q2 2017, filed 1 Aug 2017.