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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 %
Morgan Stanley
1
Morgan Stanley
New York
$48.1M +$13.3M +446,145 +38%
UBS Group
2
UBS Group
Switzerland
$22.7M -$1.02M -34,270 -4%
Bank of America
3
Bank of America
North Carolina
$18.1M +$4.82M +162,136 +36%
ACM
4
Aviance Capital Management
Florida
$17.2M +$4.5M +151,610 +35%
LPL Financial
5
LPL Financial
California
$15.8M +$6.89M +231,867 +77%
RJA
6
Raymond James & Associates
Florida
$15.1M +$8.73M +293,989 +137%
Stifel Financial
7
Stifel Financial
Missouri
$11.7M +$3.7M +124,352 +46%
EIA
8
Eldridge Investment Advisors
New Hampshire
$11.5M +$1.45M +48,928 +14%
Ameriprise
9
Ameriprise
Minnesota
$9.96M +$1.69M +57,006 +20%
Wells Fargo
10
Wells Fargo
California
$9.03M -$8.27M -278,535 -48%
KA
11
Kovack Advisors
Florida
$7.33M +$7.33M +246,847 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.11M +$410K +13,788 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.07M +$1.82M +61,211 +56%
MAP
14
Milestone Advisory Partners
North Carolina
$4.84M +$226K +7,603 +5%
FHC
15
First Heartland Consultants
Missouri
$3.88M +$1.54M +51,973 +66%
US Bancorp
16
US Bancorp
Minnesota
$3.27M +$471K +15,867 +17%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.95M +$207K +6,970 +8%
FAAS
18
First Allied Advisory Services
California
$2.65M +$553K +18,596 +26%
NFG
19
Nations Financial Group
Iowa
$2.54M +$615K +20,707 +32%
AG
20
Advisor Group
Arizona
$2.28M -$175K -5,892 -7%
MIAN
21
Mariner Independent Advisor Network
Kansas
$2.04M +$1.43M +47,995 +234%
BRF
22
B. Riley Financial
California
$1.9M +$137K +4,625 +8%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$1.79M +$412K +13,934 +30%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.36M +$421K +14,166 +45%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$1.08M +$387K +13,019 +56%
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