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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

120 hedge funds and large institutions have $568M invested in First Trust Rising Dividend Achievers ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-13
Holders Change %
-9.77%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
29
Increased
58
Reduced
25
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$30.9M
2
Wells Fargo
Wells Fargo
California
+$28.4M
3
UBS Group
UBS Group
Switzerland
+$15.2M
4
RW
RVW Wealth
California
+$10.2M
5
Bank of America
Bank of America
North Carolina
+$9.95M

Top Sellers

1
BSAM
Blue Sky Asset Management
Colorado
-$15.6M
2
PS
Portfolio Strategies
New York
-$7.7M
3
AI
Atria Investments
North Carolina
-$6.69M
4
MAP
Milestone Advisory Partners
North Carolina
-$4.93M
5
LA
LexAurum Advisors
Kansas
-$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$3.26M +$268K +10,454 +9%
FHA
27
First Horizon Advisors
Tennessee
$3.12M +$32.2K +1,256 +1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.53M – – –
EH
29
Equitable Holdings
New York
$2.53M -$359K -14,019 -12%
US Bancorp
30
US Bancorp
Minnesota
$2.29M -$153K -5,949 -6%
FHC
31
First Heartland Consultants
Missouri
$2.23M +$269K +10,485 +14%
WA
32
Wealth Advisors
California
$2.12M +$740K +27,325 +54%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$2.01M +$2.01M +78,580 New
CWM
34
Cornerstone Wealth Management
Missouri
$1.99M +$1.99M +77,638 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$1.81M +$149K +5,830 +9%
Jane Street
36
Jane Street
New York
$1.59M -$429K -16,737 -21%
FTS
37
Fifth Third Securities
Ohio
$1.43M +$939K +36,644 +193%
PFS
38
Prospera Financial Services
Texas
$1.33M +$171K +6,677 +15%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.33M -$666K -25,971 -33%
BCM
40
Barometer Capital Management
Ontario, Canada
$1.31M -$323K -12,600 -20%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.28M +$594K +23,197 +86%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$306K +11,953 +32%
SPC
43
Sigma Planning Corp
Michigan
$1.22M +$410K +15,977 +50%
FAIM
44
Financial Advocates Investment Management
Washington
$1.21M +$279K +10,888 +30%
BRWM
45
B. Riley Wealth Management
Tennessee
$1.08M +$103K +4,031 +11%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.07M +$1.07M +41,624 New
KWM
47
Kingsview Wealth Management
Oregon
$1.06M -$564K -22,011 -35%
NFG
48
Next Financial Group
Texas
$935K -$118K -4,615 -11%
HIS
49
Harvest Investment Services
Illinois
$903K -$530K -20,687 -37%
BCA
50
Bay Colony Advisors
Massachusetts
$896K -$94.8K -3,701 -10%
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