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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

85 hedge funds and large institutions have $306M invested in First Trust Rising Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
15
Increased
38
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.8M
2
LPL Financial
LPL Financial
California
+$4.26M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.72M
4
KA
Kovack Advisors
Florida
+$2.93M
5
BTS
BB&T Securities
Virginia
+$1.34M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.97M
2
RJA
Raymond James & Associates
Florida
-$7.69M
3
UBS Group
UBS Group
Switzerland
-$5.75M
4
Ameriprise
Ameriprise
Minnesota
-$5.29M
5
Bank of America
Bank of America
North Carolina
-$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45M -$9.97M -376,220 -18%
Bank of America
2
Bank of America
North Carolina
$34.4M -$2.64M -99,475 -7%
LPL Financial
3
LPL Financial
California
$25.5M +$4.26M +160,684 +20%
Wells Fargo
4
Wells Fargo
California
$24.4M -$723K -27,288 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.1M +$10.8M +407,389 +88%
UBS Group
6
UBS Group
Switzerland
$18M -$5.75M -216,944 -24%
RJA
7
Raymond James & Associates
Florida
$11.6M -$7.69M -290,007 -40%
Stifel Financial
8
Stifel Financial
Missouri
$11.5M +$1.02M +38,469 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.3M +$522K +19,707 +5%
FAAS
10
First Allied Advisory Services
California
$10.9M -$435K -16,372 -4%
EIA
11
Eldridge Investment Advisors
New Hampshire
$10.5M -$797K -30,065 -7%
Ameriprise
12
Ameriprise
Minnesota
$7.84M -$5.29M -198,179 -40%
BTS
13
BB&T Securities
Virginia
$5.57M +$1.34M +50,513 +32%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.27M -$772K -29,128 -13%
KA
15
Kovack Advisors
Florida
$4.91M +$2.93M +110,388 +147%
AG
16
Advisor Group
Arizona
$4.51M +$397K +14,965 +10%
US Bancorp
17
US Bancorp
Minnesota
$4.44M +$1.08M +40,617 +32%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.72M +$3.72M +140,459 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.14M +$289K +10,894 +10%
NFG
20
Nations Financial Group
Iowa
$2.57M -$109K -4,094 -4%
FHA
21
First Horizon Advisors
Tennessee
$2.54M -$140K -5,284 -5%
SPC
22
Sigma Planning Corp
Michigan
$2.46M +$966K +36,457 +65%
MAP
23
Milestone Advisory Partners
North Carolina
$2.36M -$1.64M -62,527 -41%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.26M +$1.06M +39,910 +88%
PAG
25
Private Advisor Group
New Jersey
$2.09M +$859K +32,401 +70%
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