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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

100 hedge funds and large institutions have $451M invested in First Trust Rising Dividend Achievers ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
47
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.8M
2
LPL Financial
LPL Financial
California
+$3.24M
3
FAAS
First Allied Advisory Services
California
+$2.47M
4
Bank of America
Bank of America
North Carolina
+$2.34M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.31M

Top Sellers

1
TWM
Titus Wealth Management
California
-$8.44M
2
AI
Atria Investments
North Carolina
-$6.07M
3
Wells Fargo
Wells Fargo
California
-$2.46M
4
Jane Street
Jane Street
New York
-$2.44M
5
RJA
Raymond James & Associates
Florida
-$2.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
76
Flagship Harbor Advisors
Massachusetts
$250K +$239K +7,502 +2,096%
AIC
77
Ameritas Investment Company
Nebraska
$233K +$233K +7,308 New
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$233K +$233K +7,324 New
CRWM
79
Castle Rock Wealth Management
California
$216K -$41.8K -1,211 -16%
CA
80
Claro Advisors
Massachusetts
$214K +$214K +6,705 New
BHB
81
Bank Hapoalim BM
Israel
$211K -$30.1K -950 -13%
SCM
82
Smith Capital Management
Arkansas
$210K – – –
TRCT
83
Tower Research Capital (TRC)
New York
$197K -$661K -20,770 -77%
CFGS
84
Concourse Financial Group Securities
Alabama
$127K -$49.2K -1,541 -28%
WEC
85
Winslow Evans & Crocker
Massachusetts
$92K +$8.51K +264 +10%
WAP
86
Wealthcare Advisory Partners
Pennsylvania
$74K +$47.8K +1,501 +182%
CIAS
87
Capital Investment Advisory Services
North Carolina
$72K +$6.02K +190 +9%
RIA
88
Realta Investment Advisors
Delaware
$60K +$54.3K +1,679 +954%
SB
89
Strategic Blueprint
Georgia
$48K +$48K +1,500 New
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$21K +$14.7K +466 +233%
BWL
91
Bogart Wealth LLC
Virginia
$16K -$3.2K -100 -17%
SIM
92
Sonora Investment Management
Arizona
$15K +$15K +465 New
GRP
93
Global Retirement Partners
California
$9K – – –
QAM
94
QCI Asset Management
New York
$8K +$8K +264 New
ACA
95
Aptus Capital Advisors
Alabama
$8K +$8K +275 New
TF
96
TimeScale Financial
Massachusetts
$7K +$7K +225 New
CAC
97
Certified Advisory Corp
Florida
$3K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$2K -$271 -8 -12%
CAGAS
99
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
AI
100
Atria Investments
North Carolina
– -$6.07M -202,411 Closed
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