Q4 2014 13F Holders as of 12/31/2014
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Type / Class
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Equity / RISNG DIVD ACHIV
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Number of holders
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7
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Total 13F shares, excl. options
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107K
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Shares change
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+64.4K
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Total reported value, excl. options
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$2.34M
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Value change
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+$1.43M
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Number of buys
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5
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Number of sells
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-2
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Price
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$21.81
Significant Holders of FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) as of Q4 2014
9 filings reported holding RDVY - FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV as of Q4 2014.
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 107K shares
.
Largest 9 shareholders include BANK OF AMERICA CORP /DE/ (42.1K shares), MORGAN STANLEY (34.8K shares), LPL Financial LLC (17.5K shares), AMERICAN INTERNATIONAL GROUP INC (8.02K shares), Aft, Forsyth & Sober, LLC (3.4K shares), US BANCORP \DE\ (1.1K shares), Tower Research Capital LLC (TRC) (200 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares), and KCG Holdings, Inc. (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.