Q4 2015 13F Holders as of 12/31/2015
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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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21
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Total 13F shares, excl. options
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923K
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Shares change
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+179K
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Total reported value, excl. options
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$19.1M
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Value change
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+$3.74M
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Number of buys
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10
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Number of sells
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-11
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Price
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$20.72
Significant Holders of FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) as of Q4 2015
26 filings reported holding RDVY - FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV as of Q4 2015.
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 923K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (267K shares), Raymond James Financial Services Advisors, Inc. (201K shares), MORGAN STANLEY (175K shares), LPL Financial LLC (81.5K shares), WELLS FARGO & COMPANY/MN (63.7K shares), Cetera Advisor Networks LLC (24.7K shares), STIFEL FINANCIAL CORP (19.5K shares), ROYAL BANK OF CANADA (17.6K shares), RAYMOND JAMES & ASSOCIATES (17K shares), and KCM INVESTMENT ADVISORS LLC (12.8K shares).
This table shows the top 21 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.