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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 %
PAG
51
Private Advisor Group
New Jersey
$280K -$678K -22,656 -71%
NEPWA
52
New England Private Wealth Advisors
Massachusetts
$246K +$246K +8,212 New
PWA
53
Peterson Wealth Advisors
Utah
$246K +$246K +8,214 New
WP
54
WealthPLAN Partners
Nebraska
$244K -$1.32K -44 -0.5%
HPC
55
Hobart Private Capital
North Carolina
$225K -$551K -18,404 -71%
IWM
56
IHT Wealth Management
Illinois
$219K +$57.1K +1,911 +35%
SPIA
57
Steward Partners Investment Advisory
New York
$173K +$161K +5,391 +1,348%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$102K -$6K -200 -6%
WWM
59
Wagner Wealth Management
South Carolina
$90K +$84.1K +2,815 +1,436%
APA
60
American Portfolios Advisors
New York
$62.2K +$19.1K +637 +44%
ASN
61
Advisory Services Network
Georgia
$53K -$2.06K -67 -4%
BCA
62
Bay Colony Advisors
Massachusetts
$47K +$47K +1,578 New
FHA
63
Flagship Harbor Advisors
Massachusetts
$47K +$47K +1,600 New
WEC
64
Winslow Evans & Crocker
Massachusetts
$24K – – –
CWA
65
Clarus Wealth Advisors
Arizona
$18K +$18K +600 New
CF
66
Centaurus Financial
California
$16K +$16K +527 New
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$6K – – –
CAGAS
68
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
BlackRock
69
BlackRock
New York
$1K +$1K +44 New
MIAN
70
Mariner Independent Advisor Network
Kansas
– -$2.04M -68,535 Closed
HPWM
71
Highland Private Wealth Management
Washington
– -$883K -27,052 Closed
NFG
72
Next Financial Group
Texas
– -$701K -23,581 Closed
FCB
73
First Command Bank
Texas
– -$12.4K -417 Closed
FCFS
74
First Command Financial Services
Texas
– -$12K -417 Closed
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