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Sonora Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sonora Investment Management’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
Q4 		– Sell
-465
Closed -$15K – 1718
2019
Q3 		$15K Buy
+465
New +$14.5K ﹤0.01% 996

Other funds holding RDVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sonora Investment Management's RDVY Position: Q4 2019 in Review

Sonora Investment Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2019, closing a stake of 465 shares — an estimated $15K sold.

Sonora Investment Management first reported a position in RDVY in Q3 2019 and held it in 1 quarter. The position peaked at $15K in Q3 2019. 133 funds tracked by Wall St. Rank hold RDVY as of Q4 2019.

  • Sonora Investment Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 465 First Trust Rising Dividend Achievers ETF shares in Q4 2019, an estimated $15K.
  • Sonora Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2019 and held it in 1 quarter.
  • Sonora Investment Management's First Trust Rising Dividend Achievers ETF position peaked at $15K in Q3 2019.
  • 133 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.