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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

128 hedge funds and large institutions have $708M invested in First Trust Rising Dividend Achievers ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+8
Holders Change %
+6.67%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
51
Reduced
36
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$83.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$25M
3
Morgan Stanley
Morgan Stanley
New York
$111M
4
MML Investors Services
MML Investors Services
Massachusetts
$6.64M
5
Osaic Holdings
Osaic Holdings
Arizona
$22.3M

Top Sellers

1
KA
Kovack Advisors
Florida
$0
2
RJA
Raymond James & Associates
Florida
$17.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.49M
4
Truist Financial
Truist Financial
North Carolina
$8.58M
5
LPL Financial
LPL Financial
California
$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$4M +$81.9K +2,654 +2%
FHA
27
First Horizon Advisors
Tennessee
$3.78M +$18.3K +595 +0.5%
EH
28
Equitable Holdings
New York
$3.28M +$235K +7,635 +8%
FTS
29
Fifth Third Securities
Ohio
$2.92M +$1.2M +39,023 +70%
US Bancorp
30
US Bancorp
Minnesota
$2.66M -$93.1K -3,016 -3%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$2.53M – – –
CWM
32
Cornerstone Wealth Management
Missouri
$2.49M +$95.4K +3,092 +4%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$2.44M +$15.9K +515 +0.7%
WA
34
Wealth Advisors
California
$2.44M – – –
PFS
35
Prospera Financial Services
Texas
$2.27M +$668K +21,666 +42%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$2.15M -$28K -907 -1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2M +$2M +64,927 New
FAIM
38
Financial Advocates Investment Management
Washington
$1.84M +$388K +12,589 +27%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.83M +$287K +9,290 +19%
FHC
40
First Heartland Consultants
Missouri
$1.69M -$998K -32,362 -37%
PAG
41
Private Advisory Group
Washington
$1.59M +$1.59M +51,467 New
HIS
42
Harvest Investment Services
Illinois
$1.35M +$267K +8,648 +25%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.33M +$47.2K +1,528 +4%
BSAM
44
Blue Sky Asset Management
Colorado
$1.27M +$1.27M +41,038 New
CAN
45
Cetera Advisor Networks
California
$1.26M +$484K +15,696 +62%
NFG
46
Next Financial Group
Texas
$1.22M +$90.2K +2,925 +8%
BRWM
47
B. Riley Wealth Management
Tennessee
$1.2M -$97.9K -3,174 -8%
SPC
48
Sigma Planning Corp
Michigan
$1.13M -$343K -11,117 -23%
BCA
49
Bay Colony Advisors
Massachusetts
$1.08M +$5K +162 +0.5%
CBFP
50
Cedar Brook Financial Partners
Ohio
$1M +$315K +10,206 +46%
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