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First Trust RiverFront Dynamic Developed International ETF

61 hedge funds and large institutions have $477M invested in First Trust RiverFront Dynamic Developed International ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

825% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 4

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

47% more capital invested

Capital invested by funds: $324M → $477M (+$153M)

17% more funds holding

Funds holding: 5261 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.4% less ownership

Funds ownership: 76.56%72.15% (-4.4%)

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
37
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$165M +$20.2M +308,424 +14%
RIG
2
RiverFront Investment Group
Virginia
$68M +$66.6M +1,018,598 +2,225%
RJA
3
Raymond James & Associates
Florida
$35.5M +$6.34M +96,853 +21%
UBS Group
4
UBS Group
Switzerland
$31.8M +$8.47M +129,513 +35%
LPL Financial
5
LPL Financial
California
$26.6M +$306K +4,670 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$23.5M +$24M +367,429 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$23.2M +$4.95M +75,676 +26%
BTS
8
BB&T Securities
Virginia
$20.5M +$11.5M +175,159 +121%
CWM
9
Cranbrook Wealth Management
Michigan
$8.83M +$549K +8,394 +6%
NA
10
NewEdge Advisors
Louisiana
$7.24M +$886K +13,549 +13%
Jane Street
11
Jane Street
New York
$6.86M +$5.38M +82,206 +328%
CF
12
Centaurus Financial
California
$6.58M +$55K +840 +0.8%
FI
13
FormulaFolio Investments
Michigan
$5.78M +$442K +6,752 +8%
Stifel Financial
14
Stifel Financial
Missouri
$4.62M +$1.01M +15,478 +27%
RIA
15
Regal Investment Advisors
Michigan
$4.05M +$78.3K +1,197 +2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.95M +$278K +4,250 +10%
PFS
17
Prospera Financial Services
Texas
$2.68M +$868K +13,263 +46%
SCA
18
Snowden Capital Advisors
New York
$2.55M +$2.61M +39,873 New
AG
19
Advisor Group
Arizona
$2.55M +$108K +1,654 +4%
SAM
20
Shamrock Asset Management
Texas
$2.45M +$270K +4,126 +12%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$2.41M +$824K +12,599 +50%
HFS
22
HL Financial Services
Kentucky
$2.16M +$47.8K +730 +2%
WFG
23
Wills Financial Group
Virginia
$1.99M +$43.4K +664 +2%
MIAN
24
Mariner Independent Advisor Network
Kansas
$1.66M +$1.05M +15,982 +159%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.61M +$310K +4,740 +23%

RFDI Hedge Fund Activity: Q1 2018 in Review

61 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust RiverFront Dynamic Developed International ETF (RFDI) for Q1 2018, worth a combined $477M — up 47% from $324M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RFDI positions and 3 closed out — a net gain of 10 holders — while 37 added to existing stakes and 4 trimmed.

The largest buyer was RiverFront Investment Group, adding an estimated $66.6M. The largest seller was First Allied Advisory Services, cutting an estimated $1.01M.

  • 61 institutional investors held First Trust RiverFront Dynamic Developed International ETF (RFDI) as of Q1 2018, up from 52 in Q4 2017.
  • Funds reported $477M of First Trust RiverFront Dynamic Developed International ETF stock for Q1 2018, up 47% quarter-over-quarter.
  • 13 funds opened new First Trust RiverFront Dynamic Developed International ETF positions in Q1 2018 and 3 closed out, a net change of +10 holders.
  • The largest First Trust RiverFront Dynamic Developed International ETF buyer in Q1 2018 was RiverFront Investment Group, an estimated $66.6M added.
  • The largest First Trust RiverFront Dynamic Developed International ETF seller in Q1 2018 was First Allied Advisory Services, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2018.