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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

123 hedge funds and large institutions have $788M invested in First Trust Rising Dividend Achievers ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
46
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.2M
2
Morgan Stanley
Morgan Stanley
New York
$124M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$30.5M
5
LPL Financial
LPL Financial
California
$66M

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$2.26M
2
PFS
Prospera Financial Services
Texas
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$416K
4
PAG
Private Advisory Group
Washington
$0
5
Bank of America
Bank of America
North Carolina
$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$4.89M -$190K -5,800 -4%
FHA
27
First Horizon Advisors
Tennessee
$4.22M +$208K +6,358 +5%
DADC
28
D.A. Davidson & Co
Montana
$4.11M -$134K -4,093 -3%
EH
29
Equitable Holdings
New York
$3.5M +$20.4K +624 +0.6%
US Bancorp
30
US Bancorp
Minnesota
$3.05M +$233K +7,112 +8%
CWM
31
Cornerstone Wealth Management
Missouri
$2.66M +$13.6K +416 +0.5%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$2.53M – – –
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$2.48M -$104K -3,185 -4%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.26M -$4.79M -146,238 -68%
FAIM
35
Financial Advocates Investment Management
Washington
$1.97M +$13.5K +411 +0.7%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$1.93M -$351K -10,716 -15%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.93M -$10.9K -332 -0.6%
WA
38
Wealth Advisors
California
$1.84M -$830K -24,225 -31%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.37M -$43.7K -1,338 -3%
HIS
40
Harvest Investment Services
Illinois
$1.34M -$92.8K -2,837 -6%
LA
41
LexAurum Advisors
Kansas
$1.32M +$1.32M +40,238 New
NFG
42
Next Financial Group
Texas
$1.29M +$1.87K +57 +0.1%
CAN
43
Cetera Advisor Networks
California
$1.21M -$124K -3,777 -9%
CBFP
44
Cedar Brook Financial Partners
Ohio
$1.19M +$130K +3,959 +12%
BCA
45
Bay Colony Advisors
Massachusetts
$1.11M -$39.9K -1,219 -3%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$1.08M +$1.08M +33,051 +110,170%
GWM
47
Geneos Wealth Management
Colorado
$1.02M +$95.3K +2,980 +10%
SPC
48
Sigma Planning Corp
Michigan
$1M -$195K -5,945 -16%
APA
49
American Portfolios Advisors
New York
$993K -$44K -1,345 -4%
FHC
50
First Heartland Consultants
Missouri
$914K -$877K -26,792 -49%
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