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

WFG 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
2017 Q2	$19K	Hold	700	–	–	﹤0.01%	973
2017 Q1	$19K	Hold	700	–	–	0.01%	900
2016 Q4	$17K	Hold	700	–	–	﹤0.01%	976
2016 Q3	$15K	Sell	700 -400	-36%	-$8.65K	﹤0.01%	1021
2016 Q2	$22K	Hold	1,100	–	–	0.01%	897
2016 Q1	$23K	Hold	1,100	–	–	0.01%	856
2015 Q4	$23K	Buy	1,100 +600	+120%	+$12.8K	0.01%	860
2015 Q3	$10K	Hold	500	–	–	﹤0.01%	1090
2015 Q2	$11K	Buy	+500	New	+$11.3K	﹤0.01%	1165

Other funds holding RDVY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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 New York $777B AUM 61.18% 1-Year Est. Return

WFG Advisors's RDVY Position: Q2 2017 in Review

WFG Advisors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2017 at 700 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

WFG Advisors first reported a position in RDVY in Q2 2015 and has held it in 9 quarters since. The position peaked at $23K in Q1 2016. 48 funds tracked by Wall St. Rank hold RDVY as of Q2 2017.

WFG Advisors held 700 shares of First Trust Rising Dividend Achievers ETF worth $19K as of Q2 2017.
WFG Advisors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2017.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #973 holding.
WFG Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2015 and has held it in 9 quarters since.
WFG Advisors's First Trust Rising Dividend Achievers ETF position peaked at $23K in Q1 2016.
48 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.