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First Trust RiverFront Dynamic Emerging Markets ETF

37 hedge funds and large institutions have $65.8M invested in First Trust RiverFront Dynamic Emerging Markets ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.07% more ownership

Funds ownership: 56.49%58.56% (+2.1%)

8% less funds holding

Funds holding: 4037 (-3)

17% less capital invested

Capital invested by funds: $79.2M → $65.8M (-$13.4M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$67K -$90.7K -1,411 -57%
TPWA
27
TRUE Private Wealth Advisors
Oregon
$47.1K +$48.5K +755 New
SPIA
28
Steward Partners Investment Advisory
New York
$36K -$28.6K -445 -44%
CWA
29
Clarus Wealth Advisors
Arizona
$27K -$19.3K -300 -41%
ASN
30
Advisory Services Network
Georgia
$25K
VFA
31
Valeo Financial Advisors
Indiana
$21K +$257 +4 +1%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$19K -$144K -2,236 -88%
FHA
33
Flagship Harbor Advisors
Massachusetts
$12K -$6.43K -100 -33%
QCIG
34
Quad-Cities Investment Group
Iowa
$10K -$66K -1,027 -87%
Morgan Stanley
35
Morgan Stanley
New York
$6K -$30.1K -468 -83%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$6K +$129 +2 +2%
UBS Group
37
UBS Group
Switzerland
$5K -$26.3K -409 -83%
Citadel Advisors
38
Citadel Advisors
Florida
-$3.67M -55,321 Closed
SCA
39
Snowden Capital Advisors
New York
-$681K -10,275 Closed
ZB
40
Zions Bancorporation
Utah
-$530K -8,000 Closed
LA
41
LexAurum Advisors
Kansas
-$294K -4,432 Closed
KA
42
Kovack Advisors
Florida
-$264K -3,987 Closed
US Bancorp
43
US Bancorp
Minnesota
-$50K -751 Closed
Bank of America
44
Bank of America
North Carolina
-$13K -191 Closed
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3K -43 Closed

RFEM Hedge Fund Activity: Q3 2018 in Review

37 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) for Q3 2018, worth a combined $65.8M — down 17% from $79.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of RFEM and 5 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 11 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.24M. The largest seller was BB&T Securities, cutting an estimated $4.09M.

  • 37 institutional investors held First Trust RiverFront Dynamic Emerging Markets ETF (RFEM) as of Q3 2018, down from 40 in Q2 2018.
  • Funds reported $65.8M of First Trust RiverFront Dynamic Emerging Markets ETF stock for Q3 2018, down 17% quarter-over-quarter.
  • 5 funds opened new First Trust RiverFront Dynamic Emerging Markets ETF positions in Q3 2018 and 8 closed out, a net change of -3 holders.
  • The largest First Trust RiverFront Dynamic Emerging Markets ETF buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $2.24M added.
  • The largest First Trust RiverFront Dynamic Emerging Markets ETF seller in Q3 2018 was BB&T Securities, an estimated $4.09M sold.

Based on aggregated 13F filings for Q3 2018.