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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

98 hedge funds and large institutions have $428M invested in First Trust Rising Dividend Achievers ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
49
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.2M
2
AI
Atria Investments
North Carolina
+$6.07M
3
KA
Kovack Advisors
Florida
+$5.52M
4
BTS
BB&T Securities
Virginia
+$2.99M
5
Wells Fargo
Wells Fargo
California
+$1.98M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.45M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.46M
3
UBS Group
UBS Group
Switzerland
-$2.78M
4
GVAG
Great Valley Advisor Group
Delaware
-$2.36M
5
FFN
Focus Financial Network
Minnesota
-$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
76
Castle Rock Wealth Management
California
$233K +$233K +7,467 New
NA
77
NewEdge Advisors
Louisiana
$226K +$226K +7,286 New
SCM
78
Smith Capital Management
Arkansas
$205K +$205K +6,602 New
Prudential Financial
79
Prudential Financial
New Jersey
$202K +$202K +6,505 New
CFGS
80
Concourse Financial Group Securities
Alabama
$171K +$41.7K +1,347 +32%
QCIG
81
Quad-Cities Investment Group
Iowa
$102K +$95.7K +3,061 +1,531%
WEC
82
Winslow Evans & Crocker
Massachusetts
$82K +$28.4K +896 +53%
CIAS
83
Capital Investment Advisory Services
North Carolina
$66K – – –
CAL
84
Capital Advisors Ltd
Ohio
$57K +$57K +1,837 New
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$26K – – –
BWL
86
Bogart Wealth LLC
Virginia
$18K -$12K -400 -40%
FHA
87
Flagship Harbor Advisors
Massachusetts
$11K -$4.36K -142 -28%
GRP
88
Global Retirement Partners
California
$8K -$4.65K -158 -37%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$6K – – –
WWM
90
Willingdon Wealth Management
North Carolina
$6K +$6K +204 New
RIA
91
Realta Investment Advisors
Delaware
$5K +$5K +176 New
CAC
92
Certified Advisory Corp
Florida
$3K +$3K +100 New
CAGAS
93
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$2K +$2K +67 New
BRWM
95
B. Riley Wealth Management
Tennessee
$562 -$9 -300 -2%
FFN
96
Focus Financial Network
Minnesota
– -$1.6M -53,475 Closed
CAN
97
Claraphi Advisory Network
United States
– -$376K -12,603 Closed
PPA
98
Parametric Portfolio Associates
Washington
– -$217K -7,264 Closed
IWC
99
Integrated Wealth Concepts
Massachusetts
– -$208K -6,969 Closed
NWM
100
Northwest Wealth Management
Iowa
– -$96K -3,206 Closed
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4
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