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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

95 hedge funds and large institutions have $395M invested in First Trust Rising Dividend Achievers ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
47
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.3M
2
UBS Group
UBS Group
Switzerland
+$10.4M
3
LPL Financial
LPL Financial
California
+$6.95M
4
GVAG
Great Valley Advisor Group
Delaware
+$6.02M
5
RJA
Raymond James & Associates
Florida
+$5.81M

Top Sellers

1
KA
Kovack Advisors
Florida
-$4.91M
2
BTS
BB&T Securities
Virginia
-$4.79M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.25M
4
SPC
Sigma Planning Corp
Michigan
-$1.18M
5
NFG
Next Financial Group
Texas
-$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$516K +$155K +5,201 +43%
SPIA
52
Steward Partners Investment Advisory
New York
$506K +$182K +6,101 +56%
BHB
53
Bank Hapoalim BM
Israel
$495K -$44.7K -1,500 -8%
RA
54
RFG Advisory
Alabama
$456K +$135K +4,515 +42%
DI
55
DFPG Investments
Utah
$446K +$92 +3 +0%
CAN
56
Cetera Advisor Networks
California
$446K +$76K +2,555 +21%
UCFA
57
United Capital Financial Advisors
Texas
$427K – – –
PFS
58
Prospera Financial Services
Texas
$401K +$401K +12,919 New
AIP
59
Almanack Investment Partners
Pennsylvania
$399K -$3.52K -118 -0.9%
CAN
60
Claraphi Advisory Network
United States
$376K +$5.73K +192 +2%
WI
61
Wintrust Investments
Illinois
$361K +$24K +804 +7%
DC
62
Davenport & Co
Virginia
$317K +$317K +10,612 New
LA
63
LexAurum Advisors
Kansas
$301K +$301K +10,076 New
RW
64
RVW Wealth
California
$289K +$289K +9,676 New
WP
65
WealthPLAN Partners
Nebraska
$285K +$19.8K +658 +7%
GLA
66
Good Life Advisors
Pennsylvania
$268K +$268K +9,025 New
PWA
67
Peterson Wealth Advisors
Utah
$261K +$937 +30 +0.4%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$247K +$744 +25 +0.3%
PPA
69
Parametric Portfolio Associates
Washington
$217K +$217K +7,264 New
IWC
70
Integrated Wealth Concepts
Massachusetts
$208K +$208K +6,969 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$182K +$23.1K +776 +15%
APA
72
American Portfolios Advisors
New York
$172K – – –
CFGS
73
Concourse Financial Group Securities
Alabama
$124K – – –
IA
74
IFP Advisors
Florida
$115K -$702K -23,416 -86%
NWM
75
Northwest Wealth Management
Iowa
$96K +$1.05K +35 +1%
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