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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

80 hedge funds and large institutions have $375M invested in First Trust Rising Dividend Achievers ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+10
Holders Change %
+14.29%
% of All Funds
1.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
16
Increased
46
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$30M
2
Bank of America
Bank of America
North Carolina
$44M
3
UBS Group
UBS Group
Switzerland
$28.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$14.6M
5
FAAS
First Allied Advisory Services
California
$13.5M

Top Sellers

1
KA
Kovack Advisors
Florida
$2.36M
2
ACM
Aviance Capital Management
Florida
$6K
3
BRF
B. Riley Financial
California
$0
4
SG Americas Securities
SG Americas Securities
New York
$0
5
CWM
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$1.78M +$1.78M +56,454 New
SWP
27
Stratos Wealth Partners
Ohio
$1.63M +$158K +5,005 +11%
MIAN
28
Mariner Independent Advisor Network
Kansas
$1.48M +$1.48M +47,035 New
PAG
29
Private Advisor Group
New Jersey
$1.46M +$1.17M +36,948 +395%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$1.44M +$151K +4,781 +12%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.43M +$837K +26,536 +142%
HH
32
Hilltop Holdings
Texas
$1.27M +$1.27M +40,229 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.19M +$278K +8,795 +30%
LA
34
LexAurum Advisors
Kansas
$1.08M +$27.2K +861 +3%
IA
35
IFP Advisors
Florida
$991K +$229K +7,250 +30%
DADC
36
D.A. Davidson & Co
Montana
$946K -$139K -4,400 -13%
GWM
37
Geneos Wealth Management
Colorado
$944K +$203K +6,448 +27%
KWM
38
Kingsview Wealth Management
Oregon
$699K +$3.35K +106 +0.5%
AIP
39
Almanack Investment Partners
Pennsylvania
$691K +$691K +22,615 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$684K +$128K +4,072 +23%
BHB
41
Bank Hapoalim BM
Israel
$681K -$1.58K -50 -0.2%
CAN
42
Cetera Advisor Networks
California
$619K +$95.7K +3,019 +18%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$616K +$239K +7,580 +64%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$573K +$5.3K +168 +0.9%
FAIM
45
Financial Advocates Investment Management
Washington
$543K -$161K -5,099 -23%
OC
46
Oppenheimer & Co
New York
$543K +$126K +3,995 +30%
UCFA
47
United Capital Financial Advisors
Texas
$428K +$47.2K +1,495 +12%
CAN
48
Claraphi Advisory Network
United States
$389K +$1.33K +42 +0.3%
WI
49
Wintrust Investments
Illinois
$387K +$387K +12,259 New
NWM
50
Northwest Wealth Management
Iowa
$356K +$1.04K +33 +0.3%
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