Q3 2018 13F Holders as of 9/30/2018
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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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77
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Total 13F shares, excl. options
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11.9M
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Shares change
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+2.42M
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Total reported value, excl. options
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$375M
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Value change
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+$76.5M
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Number of buys
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59
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Number of sells
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-17
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Price
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$31.56
Significant Holders of FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) as of Q3 2018
83 filings reported holding RDVY - FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV as of Q3 2018.
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) has 77 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.9M shares
.
Largest 10 shareholders include MORGAN STANLEY (2.08M shares), BANK OF AMERICA CORP /DE/ (1.4M shares), WELLS FARGO & COMPANY/MN (949K shares), UBS Group AG (895K shares), LPL Financial LLC (801K shares), RAYMOND JAMES & ASSOCIATES (726K shares), AMERIPRISE FINANCIAL INC (492K shares), Raymond James Financial Services Advisors, Inc. (463K shares), Eldridge Investment Advisors, Inc. (428K shares), and First Allied Advisory Services, Inc. (427K shares).
This table shows the top 77 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.