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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

64 hedge funds and large institutions have $244M invested in First Trust Rising Dividend Achievers ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
10
Increased
39
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.3M
2
RJA
Raymond James & Associates
Florida
+$8.73M
3
KA
Kovack Advisors
Florida
+$7.33M
4
LPL Financial
LPL Financial
California
+$6.89M
5
Bank of America
Bank of America
North Carolina
+$4.82M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.27M
2
Jane Street
Jane Street
New York
-$2.16M
3
UBS Group
UBS Group
Switzerland
-$1.02M
4
FAIM
Financial Advocates Investment Management
Washington
-$436K
5
NA
NewEdge Advisors
Louisiana
-$274K
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
26
LexAurum Advisors
Kansas
$1.02M +$113K +3,789 +12%
SWP
27
Stratos Wealth Partners
Ohio
$979K +$125K +4,206 +15%
PAG
28
Private Advisor Group
New Jersey
$951K +$654K +22,011 +220%
BTS
29
BB&T Securities
Virginia
$942K +$15.5K +523 +2%
DADC
30
D.A. Davidson & Co
Montana
$921K +$921K +31,010 New
PAG
31
Private Advisory Group
Washington
$883K +$883K +27,052 New
HPWM
32
Highland Private Wealth Management
Washington
$883K +$883K +27,052 New
FAIM
33
Financial Advocates Investment Management
Washington
$844K -$436K -14,688 -34%
HPC
34
Hobart Private Capital
North Carolina
$770K +$224K +7,528 +41%
NFG
35
Next Financial Group
Texas
$701K +$701K +23,581 New
BHB
36
Bank Hapoalim BM
Israel
$655K -$35.7K -1,200 -5%
KWM
37
Kingsview Wealth Management
Oregon
$549K +$55.6K +1,872 +11%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$546K +$129K +4,338 +31%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$482K +$85.7K +2,885 +22%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$480K +$238K +8,005 +98%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$391K +$30.3K +1,018 +8%
CAN
42
Claraphi Advisory Network
United States
$366K +$15K +504 +4%
IA
43
IFP Advisors
Florida
$356K – – –
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$355K +$58.7K +1,975 +20%
OC
45
Oppenheimer & Co
New York
$348K +$107K +3,609 +45%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$331K +$331K +11,151 New
CAN
47
Cetera Advisor Networks
California
$304K +$5.94K +200 +2%
NWM
48
Northwest Wealth Management
Iowa
$304K +$73.7K +2,481 +32%
WP
49
WealthPLAN Partners
Nebraska
$243K +$243K +8,188 New
MOS
50
MGO One Seven
Ohio
$233K +$78.2K +2,628 +51%
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