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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 %
Citigroup
51
Citigroup
New York
$220K +$95.6K +3,212 +77%
IWM
52
IHT Wealth Management
Illinois
$157K +$66.8K +2,305 +74%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$107K – – –
ASN
54
Advisory Services Network
Georgia
$53K – – –
GWM
55
Geneos Wealth Management
Colorado
$51K -$2.46K -83 -5%
APA
56
American Portfolios Advisors
New York
$42.8K -$19.1K -643 -31%
WEC
57
Winslow Evans & Crocker
Massachusetts
$22K – – –
FCB
58
First Command Bank
Texas
$12.4K +$12.4K +417 New
FCFS
59
First Command Financial Services
Texas
$12K +$12K +417 New
SPIA
60
Steward Partners Investment Advisory
New York
$11K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$6K – – –
WWM
62
Wagner Wealth Management
South Carolina
$6K – – –
CAGAS
63
Capital Advisory Group Advisory Services
Minnesota
$2K +$2K +70 New
SI
64
SII Investments
Wisconsin
– -$3.35M -111,826 Closed
Jane Street
65
Jane Street
New York
– -$2.16M -72,112 Closed
NA
66
NewEdge Advisors
Louisiana
– -$274K -9,000 Closed
IH
67
IFC Holdings
Florida
– -$247K -8,253 Closed
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