RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

133 hedge funds and large institutions have $633M invested in First Trust Rising Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+33
Holders Change %
+33%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
45
Increased
62
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.5M
2
Wells Fargo
Wells Fargo
California
+$9.25M
3
PS
Portfolio Strategies
New York
+$7.7M
4
AI
Atria Investments
North Carolina
+$6.69M
5
Truist Financial
Truist Financial
North Carolina
+$6.46M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$3.25M
2
NFG
Nations Financial Group
Iowa
-$2.64M
3
FAAS
First Allied Advisory Services
California
-$1.71M
4
Goldman Sachs
Goldman Sachs
New York
-$1.25M
5
GVAG
Great Valley Advisor Group
Delaware
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
51
Independent Advisor Alliance
North Carolina
$1.48M +$1.48M +41,339 New
NFG
52
Next Financial Group
Texas
$1.47M +$153K +4,258 +12%
BCA
53
Bay Colony Advisors
Massachusetts
$1.41M +$25.9K +713 +2%
BRWM
54
B. Riley Wealth Management
Tennessee
$1.37M – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.32M +$827K +23,052 +167%
FAIM
56
Financial Advocates Investment Management
Washington
$1.3M +$608K +16,941 +88%
SPC
57
Sigma Planning Corp
Michigan
$1.14M +$463K +12,896 +69%
GWM
58
Geneos Wealth Management
Colorado
$1.11M +$209K +5,810 +23%
TWM
59
Titus Wealth Management
California
$1.11M +$999K +27,826 +880%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$1.09M +$1.09M +30,436 New
WA
61
WESPAC Advisors
California
$973K +$973K +27,131 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$964K +$964K +26,878 New
IWM
63
IHT Wealth Management
Illinois
$940K +$152K +4,243 +19%
APA
64
American Portfolios Advisors
New York
$927K +$348K +9,709 +60%
SPIA
65
Steward Partners Investment Advisory
New York
$907K +$147K +4,107 +19%
OC
66
Oppenheimer & Co
New York
$896K +$91.7K +2,554 +11%
FEM
67
Fulcrum Equity Management
Texas
$896K +$896K +24,974 New
NA
68
NewEdge Advisors
Louisiana
$891K -$19.5K -545 -2%
SWP
69
Stratos Wealth Partners
Ohio
$809K +$25.1K +700 +3%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$808K – – –
CAN
71
Cetera Advisor Networks
California
$793K +$318K +8,859 +67%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$720K +$28.7K +800 +4%
FTS
73
Fifth Third Securities
Ohio
$683K +$108K +3,002 +19%
WI
74
Wintrust Investments
Illinois
$649K +$128K +3,558 +24%
IA
75
IFG Advisory
Georgia
$644K -$51K -1,422 -7%
1 2
3
4 5