RDVY icon

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 %
CIAS
76
Capital Investment Advisory Services
North Carolina
$62K +$49.6K +1,665 +398%
WEC
77
Winslow Evans & Crocker
Massachusetts
$52K +$22.4K +730 +76%
ASN
78
Advisory Services Network
Georgia
$48K +$22.1K +740 +86%
BFC
79
Bedel Financial Consulting
Indiana
$30K – – –
BWL
80
Bogart Wealth LLC
Virginia
$29K -$43K -1,484 -60%
NFG
81
Next Financial Group
Texas
$27K -$1.11M -36,608 -98%
NFH
82
NEXT Financial Holdings
Texas
$27K +$27K +890 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$25K +$25K +825 New
FHA
84
Flagship Harbor Advisors
Massachusetts
$14K – – –
GRP
85
Global Retirement Partners
California
$13K +$6.05K +200 +87%
CWA
86
Clarus Wealth Advisors
Arizona
$12K – – –
SFA
87
Semmax Financial Advisors
North Carolina
$6K -$27.6K -912 -82%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$6K – – –
QCIG
89
Quad-Cities Investment Group
Iowa
$6K +$6K +200 New
ACM
90
Aviance Capital Management
Florida
$2K -$1.81K -74 -47%
CAGAS
91
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
TWM
92
Titus Wealth Management
California
$859 +$58 +1,945 +7%
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$524 +$524 +17,566 New
KA
94
Kovack Advisors
Florida
– -$4.91M -185,239 Closed
OIA
95
OneDigital Investment Advisors
Kansas
– -$692K -26,099 Closed
TSS
96
Two Sigma Securities
New York
– -$410K -15,470 Closed
AIC
97
Ameritas Investment Company
Nebraska
– -$301K -11,341 Closed
MOS
98
MGO One Seven
Ohio
– -$154K -5,828 Closed
CA
99
Claro Advisors
Massachusetts
– -$107K -3,375 Closed
1 2 3
4