Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / RISNG DIVD ACHIV
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
294,652
-
Shares change
-
-51,650
-
Total reported value, excl. options
-
$6,524,000
-
Value change
-
-$905,774
-
Number of buys
-
11
-
Number of sells
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-8
-
Price
-
$22.14
Significant Holders of FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) as of Q3 2016
22 filings reported holding RDVY - FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV as of Q3 2016.
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 294,652 shares
.
Largest 10 shareholders include MORGAN STANLEY (61,718 shares), BANK OF AMERICA CORP /DE/ (57,648 shares), LPL Financial LLC (35,769 shares), KCG Holdings, Inc. (21,569 shares), Baird Financial Group, Inc. (21,297 shares), WELLS FARGO & COMPANY/MN (19,160 shares), WAYNE HUMMER INVESTMENTS L.L.C. (13,283 shares), ROYAL BANK OF CANADA (12,419 shares), KCM INVESTMENT ADVISORS LLC (11,384 shares), and Janney Montgomery Scott LLC (10,622 shares).
This table shows the top 18 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.