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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 %
Morgan Stanley
1
Morgan Stanley
New York
$56.5M +$8.05M +268,706 +17%
Bank of America
2
Bank of America
North Carolina
$29.6M +$11.3M +378,779 +62%
LPL Financial
3
LPL Financial
California
$20.4M +$4.44M +148,262 +28%
RJA
4
Raymond James & Associates
Florida
$18.3M +$3.13M +104,490 +21%
UBS Group
5
UBS Group
Switzerland
$17.1M -$5.82M -194,365 -25%
Ameriprise
6
Ameriprise
Minnesota
$13.3M +$3.25M +108,402 +32%
Wells Fargo
7
Wells Fargo
California
$13M +$3.94M +131,537 +43%
EIA
8
Eldridge Investment Advisors
New Hampshire
$12.3M +$644K +21,492 +6%
Stifel Financial
9
Stifel Financial
Missouri
$11.8M -$599 -20 -0%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.8M +$4.69M +156,527 +92%
KA
11
Kovack Advisors
Florida
$9.06M +$1.67M +55,646 +23%
FAAS
12
First Allied Advisory Services
California
$7.03M +$4.36M +145,835 +164%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.16M +$3.03K +101 +0%
ACM
14
Aviance Capital Management
Florida
$5.14M -$12.2M -407,341 -70%
MAP
15
Milestone Advisory Partners
North Carolina
$4.47M -$417K -13,915 -9%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$4.01M +$1.03M +34,469 +35%
US Bancorp
17
US Bancorp
Minnesota
$3.59M +$288K +9,611 +9%
FHC
18
First Heartland Consultants
Missouri
$3.34M -$566K -18,883 -14%
FHA
19
First Horizon Advisors
Tennessee
$3.09M +$3.09M +103,218 New
NFG
20
Nations Financial Group
Iowa
$3.02M +$455K +15,197 +18%
BTS
21
BB&T Securities
Virginia
$2.71M +$1.76M +58,715 +185%
AG
22
Advisor Group
Arizona
$2.64M +$349K +11,646 +15%
BRF
23
B. Riley Financial
California
$2.15M +$192K +6,280 +10%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.79M – – –
MWM
25
Mascoma Wealth Management
New Hampshire
$1.74M +$1.74M +57,976 New
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