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Transamerica Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Transamerica Financial Advisors’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
2015
Q3 		– Sell
-7,028
Closed -$155K – 902
2015
Q2 		$155K Buy
+7,028
New +$158K 0.01% 357

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
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Transamerica Financial Advisors's RDVY Position: Q3 2015 in Review

Transamerica Financial Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2015, closing a stake of 7,028 shares — an estimated $155K sold.

Transamerica Financial Advisors first reported a position in RDVY in Q2 2015 and held it in 1 quarter. The position peaked at $155K in Q2 2015. 22 funds tracked by Wall St. Rank hold RDVY as of Q3 2015.

  • Transamerica Financial Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 7,028 First Trust Rising Dividend Achievers ETF shares in Q3 2015, an estimated $155K.
  • Transamerica Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2015 and held it in 1 quarter.
  • Transamerica Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $155K in Q2 2015.
  • 22 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2015.

Based on Transamerica Financial Advisors's 13F filing for Q3 2015, filed 20 Oct 2015.