RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

133 hedge funds and large institutions have $633M invested in First Trust Rising Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 62 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+33
Holders Change %
+33%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
45
Increased
62
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.5M
2
Wells Fargo
Wells Fargo
California
+$9.25M
3
PS
Portfolio Strategies
New York
+$7.7M
4
AI
Atria Investments
North Carolina
+$6.69M
5
Truist Financial
Truist Financial
North Carolina
+$6.46M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$3.25M
2
NFG
Nations Financial Group
Iowa
-$2.64M
3
FAAS
First Allied Advisory Services
California
-$1.71M
4
Goldman Sachs
Goldman Sachs
New York
-$1.25M
5
GVAG
Great Valley Advisor Group
Delaware
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$623K +$623K +17,380 New
RJT
77
Raymond James Trust
Florida
$547K +$130K +3,620 +31%
AW
78
ACG Wealth
Georgia
$535K +$535K +14,900 New
DI
79
DFPG Investments
Utah
$524K +$72 +2 +0%
CAN
80
Claraphi Advisory Network
United States
$489K +$489K +13,641 New
GM
81
GeoWealth Management
Illinois
$434K +$434K +12,088 New
Citigroup
82
Citigroup
New York
$392K -$180K -5,008 -31%
AWA
83
Arkadios Wealth Advisors
Georgia
$392K +$392K +10,673 New
WP
84
WealthPLAN Partners
Nebraska
$372K +$4.11K +112 +1%
QCIG
85
Quad-Cities Investment Group
Iowa
$358K +$65K +1,816 +22%
RW
86
RVW Wealth
California
$355K +$108 +3 +0%
NFG
87
Nations Financial Group
Iowa
$331K -$2.64M -73,696 -89%
AIP
88
Almanack Investment Partners
Pennsylvania
$331K -$35.4K -987 -10%
GLA
89
Good Life Advisors
Pennsylvania
$324K -$972 -27 -0.3%
CRWM
90
Castle Rock Wealth Management
California
$310K +$82.6K +2,272 +36%
PWA
91
Peterson Wealth Advisors
Utah
$303K +$969 +27 +0.3%
NEPWA
92
New England Private Wealth Advisors
Massachusetts
$301K +$1.33K +37 +0.4%
GTAM
93
Global Trust Asset Management
Florida
$298K +$298K +8,300 New
Prudential Financial
94
Prudential Financial
New Jersey
$292K -$7.34K -205 -2%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$262K – – –
AIC
96
Ameritas Investment Company
Nebraska
$252K -$9.97K -278 -4%
SAM
97
Strategy Asset Managers
California
$249K +$249K +6,933 New
RWA
98
Redhawk Wealth Advisors
Minnesota
$247K +$247K +6,895 New
CA
99
Claro Advisors
Massachusetts
$241K +$180 +5 +0.1%
PNC
100
Park National Corp
Ohio
$240K +$240K +6,675 New
2 3
4
5 6