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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

48 hedge funds and large institutions have $99.7M invested in First Trust Rising Dividend Achievers ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+13
Holders Change %
+37.14%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
26
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.7M
2
Wells Fargo
2
Wells Fargo
California
$16.6M
3
US Bancorp
3
US Bancorp
Minnesota
$1.94M
4
LPL Financial
4
LPL Financial
California
$4.4M
5
NPC
5
National Planning Corporation
California
$1.7M

Top Sellers

1
BCM
1
Barometer Capital Management
Ontario, Canada
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
KIA
3
KCM Investment Advisors
California
$0
4
RCG
4
Ruggie Capital Group
Florida
$0
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$236K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$519K +$100K +3,701 +24%
KWM
27
Kingsview Wealth Management
Oregon
$435K +$84.8K +3,134 +24%
SWP
28
Stratos Wealth Partners
Ohio
$395K +$395K +14,625 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$379K +$185K +6,843 +95%
PAG
30
Private Advisor Group
New Jersey
$326K +$326K +11,956 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$323K +$323K +11,956 New
MIAN
32
Mariner Independent Advisor Network
Kansas
$295K +$295K +10,944 New
NWM
33
Northwest Wealth Management
Iowa
$264K – – –
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$236K -$8.26K -305 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$231K +$231K +8,533 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$175K +$61.6K +2,279 +54%
GWM
37
Geneos Wealth Management
Colorado
$164K +$35.7K +1,325 +28%
NA
38
NewEdge Advisors
Louisiana
$129K +$129K +4,723 New
Citigroup
39
Citigroup
New York
$86K +$72.6K +2,687 +540%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$70K +$32.3K +1,200 +86%
IA
41
IFP Advisors
Florida
$62K +$21.9K +815 +55%
DADC
42
D.A. Davidson & Co
Montana
$45K +$39.7K +1,500 +750%
Creative Planning
43
Creative Planning
Kansas
$39K +$39K +1,430 New
WEC
44
Winslow Evans & Crocker
Massachusetts
$20K +$20K +739 New
WA
45
WFG Advisors
Texas
$19K – – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
GI
47
Gradient Investments
Minnesota
$4K +$4K +150 New
BCM
48
Barometer Capital Management
Ontario, Canada
– -$1.18M -44,600 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$739K -27,833 Closed
KIA
50
KCM Investment Advisors
California
– -$302K -11,384 Closed
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