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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

35 hedge funds and large institutions have $69.5M invested in First Trust Rising Dividend Achievers ETF in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+10
Holders Change %
+40%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.95M
2
UBS Group
UBS Group
Switzerland
+$7.02M
3
Wells Fargo
Wells Fargo
California
+$4.54M
4
SI
SII Investments
Wisconsin
+$4.48M
5
Ameriprise
Ameriprise
Minnesota
+$2.16M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.29M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$434K
3
VKH
Virtu KCG Holdings
New York
-$390K
4
AG
Advisor Group
Arizona
-$115K
5
PAG
Private Advisory Group
Washington
-$48.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$14.3M +$4.54M +171,001 +46%
Morgan Stanley
2
Morgan Stanley
New York
$11.7M +$8.95M +337,203 +321%
UBS Group
3
UBS Group
Switzerland
$7.09M +$7.02M +264,417 +9,661%
SI
4
SII Investments
Wisconsin
$6.34M +$4.48M +168,558 +240%
Stifel Financial
5
Stifel Financial
Missouri
$6.13M +$146K +5,519 +2%
Bank of America
6
Bank of America
North Carolina
$5.12M +$2.02M +76,041 +65%
LPL Financial
7
LPL Financial
California
$2.5M +$1.56M +59,375 +168%
Ameriprise
8
Ameriprise
Minnesota
$2.16M +$2.16M +81,322 New
RJA
9
Raymond James & Associates
Florida
$2.01M +$1.34M +50,346 +198%
Jane Street
10
Jane Street
New York
$1.99M +$1.44M +54,416 +265%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.65M +$1.26M +47,602 +328%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.32M +$1.05M +39,763 +396%
FAAS
13
First Allied Advisory Services
California
$1.2M +$330K +12,357 +38%
BCM
14
Barometer Capital Management
Ontario, Canada
$1.18M +$1.18M +44,600 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$739K -$434K -16,336 -37%
FHC
16
First Heartland Consultants
Missouri
$668K +$211K +7,940 +46%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$614K +$614K +23,161 New
PAG
18
Private Advisory Group
Washington
$494K -$48.3K -1,917 -9%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$411K +$411K +15,488 New
KWM
20
Kingsview Wealth Management
Oregon
$344K +$344K +12,951 New
KIA
21
KCM Investment Advisors
California
$302K – – –
NWM
22
Northwest Wealth Management
Iowa
$259K +$259K +9,746 New
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$239K -$1.29M -48,553 -84%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$191K +$157K +5,916 +466%
GWM
25
Geneos Wealth Management
Colorado
$126K +$126K +4,755 New
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