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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

120 hedge funds and large institutions have $568M invested in First Trust Rising Dividend Achievers ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-13
Holders Change %
-9.77%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
29
Increased
58
Reduced
25
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$30.9M
2
Wells Fargo
Wells Fargo
California
+$28.4M
3
UBS Group
UBS Group
Switzerland
+$15.2M
4
RW
RVW Wealth
California
+$10.2M
5
Bank of America
Bank of America
North Carolina
+$9.95M

Top Sellers

1
BSAM
Blue Sky Asset Management
Colorado
-$15.6M
2
PS
Portfolio Strategies
New York
-$7.7M
3
AI
Atria Investments
North Carolina
-$6.69M
4
MAP
Milestone Advisory Partners
North Carolina
-$4.93M
5
LA
LexAurum Advisors
Kansas
-$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$835K -$808K – –
AAS
52
Avantax Advisory Services
Texas
$807K +$650K +25,321 +415%
CCFM
53
Clear Creek Financial Management
Washington
$786K +$786K +28,158 New
APA
54
American Portfolios Advisors
New York
$766K +$104K +4,050 +16%
WA
55
WESPAC Advisors
California
$765K +$69.9K +2,727 +10%
OC
56
Oppenheimer & Co
New York
$751K +$111K +4,323 +17%
GWM
57
Geneos Wealth Management
Colorado
$724K -$61.8K -2,430 -8%
TWM
58
Titus Wealth Management
California
$694K -$101K -3,923 -13%
CAN
59
Cetera Advisor Networks
California
$645K +$79K +3,085 +14%
CBFP
60
Cedar Brook Financial Partners
Ohio
$571K +$405K +15,815 +245%
SWP
61
Stratos Wealth Partners
Ohio
$569K -$9.18K -358 -2%
EWM
62
EPG Wealth Management
Georgia
$521K +$521K +20,331 New
TI
63
Trexquant Investment
Connecticut
$520K +$520K +20,303 New
WI
64
Wintrust Investments
Illinois
$476K +$12K +468 +3%
GSWM
65
Golden State Wealth Management
California
$475K +$475K +18,537 New
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$464K -$50.6K -1,972 -10%
Citigroup
67
Citigroup
New York
$462K +$183K +7,127 +65%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$454K +$266K +10,399 +142%
JWCA
69
J.W. Cole Advisors
Florida
$454K +$454K +17,721 New
RJT
70
Raymond James Trust
Florida
$448K +$56.9K +2,222 +15%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$445K – – –
GM
72
GeoWealth Management
Illinois
$434K +$124K +4,859 +40%
IA
73
IFG Advisory
Georgia
$433K -$26.5K -1,034 -6%
AW
74
ACG Wealth
Georgia
$423K +$40.9K +1,595 +11%
DI
75
DFPG Investments
Utah
$392K +$27 +1 +0%
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3
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