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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

100 hedge funds and large institutions have $451M invested in First Trust Rising Dividend Achievers ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
47
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.8M
2
LPL Financial
LPL Financial
California
+$3.24M
3
FAAS
First Allied Advisory Services
California
+$2.47M
4
Bank of America
Bank of America
North Carolina
+$2.34M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.31M

Top Sellers

1
TWM
Titus Wealth Management
California
-$8.44M
2
AI
Atria Investments
North Carolina
-$6.07M
3
Wells Fargo
Wells Fargo
California
-$2.46M
4
Jane Street
Jane Street
New York
-$2.44M
5
RJA
Raymond James & Associates
Florida
-$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFG Advisory
Georgia
$617K +$617K +19,380 New
FAIM
52
Financial Advocates Investment Management
Washington
$614K +$34.5K +1,085 +6%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$613K -$39.1K -1,227 -6%
SPC
54
Sigma Planning Corp
Michigan
$599K -$440K -13,819 -42%
CCFM
55
Clear Creek Financial Management
Washington
$588K +$588K +17,060 New
APA
56
American Portfolios Advisors
New York
$513K +$166K +5,216 +48%
Citigroup
57
Citigroup
New York
$507K -$86K -2,701 -15%
FTS
58
Fifth Third Securities
Ohio
$465K +$2.99K +103 +0.6%
WI
59
Wintrust Investments
Illinois
$463K +$20.6K +646 +5%
DI
60
DFPG Investments
Utah
$443K +$31 +1 +0%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$439K +$79.3K +2,491 +22%
CAN
62
Cetera Advisor Networks
California
$421K -$55.7K -1,749 -12%
IA
63
IFP Advisors
Florida
$406K +$406K +12,815 New
RJT
64
Raymond James Trust
Florida
$371K +$30.3K +950 +9%
WP
65
WealthPLAN Partners
Nebraska
$344K +$8.62K +251 +3%
AIP
66
Almanack Investment Partners
Pennsylvania
$325K -$102K -3,206 -24%
RW
67
RVW Wealth
California
$315K +$4.56K +143 +1%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$302K -$95.9K -3,010 -24%
DC
69
Davenport & Co
Virginia
$292K – – –
GLA
70
Good Life Advisors
Pennsylvania
$287K -$159 -5 -0.1%
PWA
71
Peterson Wealth Advisors
Utah
$268K +$860 +27 +0.3%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$266K +$859 +27 +0.3%
Prudential Financial
73
Prudential Financial
New Jersey
$266K +$58.9K +1,851 +28%
QCIG
74
Quad-Cities Investment Group
Iowa
$260K +$156K +4,930 +151%
UCFA
75
United Capital Financial Advisors
Texas
$255K -$146K -4,562 -36%
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