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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

155 hedge funds and large institutions have $1.18B invested in First Trust Rising Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+32
Holders Change %
+26.02%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
43
Increased
67
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$57.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$23.1M
3
LPL Financial
LPL Financial
California
$101M
4
RJA
Raymond James & Associates
Florida
$37.5M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$17.7M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$8.41M
2
Bank of America
Bank of America
North Carolina
$103M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.9M
5
EH
Equitable Holdings
New York
$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$9.04M +$2.34M +58,521 +35%
FPGK
27
Financial Partners Group (Kansas)
Kansas
$8.52M +$8.01M +194,056 +1,599%
Stifel Financial
28
Stifel Financial
Missouri
$8.41M -$3.97M -99,290 -32%
FTS
29
Fifth Third Securities
Ohio
$6.99M +$51.6K +1,292 +0.7%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.05M +$83.8K +2,098 +1%
RA
31
RiverTree Advisors
Florida
$6.03M +$6.03M +150,859 New
FHA
32
First Horizon Advisors
Tennessee
$5.99M +$843K +21,118 +16%
US Bancorp
33
US Bancorp
Minnesota
$5.83M +$2.1M +52,569 +56%
DADC
34
D.A. Davidson & Co
Montana
$5.03M +$9.31K +233 +0.2%
CA
35
Crumly & Associates
Illinois
$4.64M +$4.64M +113,200 New
PFS
36
Prospera Financial Services
Texas
$3.52M +$3.52M +88,227 New
EH
37
Equitable Holdings
New York
$3.46M -$815K -20,401 -19%
CWM
38
Cornerstone Wealth Management
Missouri
$3.34M +$100K +2,511 +3%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$3.31M +$954K +23,885 +40%
FAIM
40
Financial Advocates Investment Management
Washington
$3.31M +$906K +22,688 +38%
LA
41
LexAurum Advisors
Kansas
$3.3M +$1.69M +42,392 +105%
TCWA
42
Ten Capital Wealth Advisors
Washington
$3.27M +$2.84M +71,191 +671%
MML Investors Services
43
MML Investors Services
Massachusetts
$3.23M +$477K +11,954 +17%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$2.53M – – –
BRWM
45
B. Riley Wealth Management
Tennessee
$2.4M +$1.41M +35,328 +143%
SFG
46
Sovereign Financial Group
Connecticut
$2.33M +$2.33M +58,275 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$2.31M -$45.7K -1,145 -2%
PWM
48
Purus Wealth Management
California
$2.22M +$2.22M +55,650 New
WA
49
Wealth Advisors
California
$2.15M – – –
GWM
50
Geneos Wealth Management
Colorado
$1.97M +$554K +12,475 +39%
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