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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

70 hedge funds and large institutions have $281M invested in First Trust Rising Dividend Achievers ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
36
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11.3M
2
Morgan Stanley
Morgan Stanley
New York
+$8.05M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.69M
4
LPL Financial
LPL Financial
California
+$4.44M
5
FAAS
First Allied Advisory Services
California
+$4.36M

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$12.2M
2
UBS Group
UBS Group
Switzerland
-$5.82M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$2.04M
4
HPWM
Highland Private Wealth Management
Washington
-$883K
5
NFG
Next Financial Group
Texas
-$701K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.51M +$141K +4,709 +10%
SWP
27
Stratos Wealth Partners
Ohio
$1.4M +$411K +13,721 +42%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$1.22M +$138K +4,603 +13%
DADC
29
D.A. Davidson & Co
Montana
$1.03M +$100K +3,350 +11%
SG Americas Securities
30
SG Americas Securities
New York
$1.03M +$1.03M +34,277 New
LA
31
LexAurum Advisors
Kansas
$996K -$26.9K -899 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$865K +$315K +10,515 +57%
CWM
33
Cornerstone Wealth Management
Missouri
$750K +$750K +22,425 New
IA
34
IFP Advisors
Florida
$723K +$366K +12,221 +102%
GWM
35
Geneos Wealth Management
Colorado
$703K +$652K +21,775 +1,267%
FAIM
36
Financial Advocates Investment Management
Washington
$667K -$183K -6,115 -22%
KWM
37
Kingsview Wealth Management
Oregon
$660K +$106K +3,556 +19%
BHB
38
Bank Hapoalim BM
Israel
$648K -$12.3K -410 -2%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$560K +$73.8K +2,463 +15%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$539K +$55K +1,835 +11%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$527K +$134K +4,461 +34%
CAN
42
Cetera Advisor Networks
California
$494K +$187K +6,266 +61%
OC
43
Oppenheimer & Co
New York
$396K +$45.1K +1,505 +13%
CAN
44
Claraphi Advisory Network
United States
$368K -$1.23K -41 -0.3%
UCFA
45
United Capital Financial Advisors
Texas
$361K +$361K +12,062 New
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$357K – – –
PAG
47
Private Advisory Group
Washington
$338K -$473K -15,780 -58%
NWM
48
Northwest Wealth Management
Iowa
$337K +$30.5K +1,019 +10%
CIBC World Market
49
CIBC World Market
Ontario, Canada
$303K -$30.7K -1,026 -9%
Citigroup
50
Citigroup
New York
$298K +$76.2K +2,540 +34%
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