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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

128 hedge funds and large institutions have $708M invested in First Trust Rising Dividend Achievers ETF in 2020 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+8
Holders Change %
+6.67%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
30
Increased
51
Reduced
36
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$83.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$25M
3
Morgan Stanley
Morgan Stanley
New York
$111M
4
MML Investors Services
MML Investors Services
Massachusetts
$6.64M
5
Osaic Holdings
Osaic Holdings
Arizona
$22.3M

Top Sellers

1
KA
Kovack Advisors
Florida
$0
2
RJA
Raymond James & Associates
Florida
$17.2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$8.49M
4
Truist Financial
Truist Financial
North Carolina
$8.58M
5
LPL Financial
LPL Financial
California
$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$977K +$56.2K +1,821 +6%
SWP
52
Stratos Wealth Partners
Ohio
$964K +$280K +9,071 +41%
GWM
53
Geneos Wealth Management
Colorado
$857K +$8.55K +287 +1%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$835K -$835K – –
TWM
55
Titus Wealth Management
California
$790K -$44.8K -1,453 -5%
WA
56
WESPAC Advisors
California
$767K -$154K -5,004 -17%
JWCA
57
J.W. Cole Advisors
Florida
$764K +$217K +7,048 +40%
OC
58
Oppenheimer & Co
New York
$760K -$143K -4,635 -16%
AAS
59
Avantax Advisory Services
Texas
$709K -$251K -8,216 -26%
GVAG
60
Great Valley Advisor Group
Delaware
$690K +$690K +22,391 New
RJT
61
Raymond James Trust
Florida
$661K +$122K +3,958 +23%
TRCT
62
Tower Research Capital (TRC)
New York
$606K +$606K +19,662 New
SAG
63
Spotlight Asset Group
Illinois
$602K +$602K +19,508 New
Citadel Advisors
64
Citadel Advisors
Florida
$602K +$602K +19,518 New
EWM
65
EPG Wealth Management
Georgia
$599K -$28.3K -917 -5%
AWM
66
AE Wealth Management
Kansas
$594K +$346K +11,218 +140%
PNC
67
Park National Corp
Ohio
$565K +$203K +6,565 +56%
Citigroup
68
Citigroup
New York
$556K -$494 -16 -0.1%
CAGAS
69
Capital Advisory Group Advisory Services
Minnesota
$551K +$549K +17,785 +25,407%
OMC
70
Old Mission Capital
Illinois
$534K +$534K +17,317 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$524K -$981K -31,811 -65%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$512K -$46K -1,492 -8%
IA
73
IFG Advisory
Georgia
$491K -$30.5K -990 -6%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$479K -$57.4K -1,860 -11%
DI
75
DFPG Investments
Utah
$443K +$61 +2 +0%
1 2
3
4 5