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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

120 hedge funds and large institutions have $568M invested in First Trust Rising Dividend Achievers ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 25 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-13
Holders Change %
-9.77%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
29
Increased
58
Reduced
25
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$30.9M
2
Wells Fargo
Wells Fargo
California
+$28.4M
3
UBS Group
UBS Group
Switzerland
+$15.2M
4
RW
RVW Wealth
California
+$10.2M
5
Bank of America
Bank of America
North Carolina
+$9.95M

Top Sellers

1
BSAM
Blue Sky Asset Management
Colorado
-$15.6M
2
PS
Portfolio Strategies
New York
-$7.7M
3
AI
Atria Investments
North Carolina
-$6.69M
4
MAP
Milestone Advisory Partners
North Carolina
-$4.93M
5
LA
LexAurum Advisors
Kansas
-$3.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
76
Spreng Capital Management
Ohio
$353K +$353K +13,790 New
AWA
77
Arkadios Wealth Advisors
Georgia
$345K +$71.7K +2,798 +26%
IWM
78
IHT Wealth Management
Illinois
$324K -$348K -13,575 -52%
PNC
79
Park National Corp
Ohio
$301K +$130K +5,062 +76%
CWC
80
Carolinas Wealth Consulting
North Carolina
$298K +$298K +11,609 New
QCIG
81
Quad-Cities Investment Group
Iowa
$269K +$12.4K +483 +5%
Prudential Financial
82
Prudential Financial
New Jersey
$241K +$31.9K +1,242 +15%
ASN
83
Advisory Services Network
Georgia
$235K +$216K +8,415 +1,116%
OPA
84
Old Port Advisors
Maine
$225K +$225K +8,766 New
TFS
85
Thoroughbred Financial Services
Tennessee
$207K +$207K +8,071 New
AWM
86
AE Wealth Management
Kansas
$206K -$1.3M -50,627 -86%
SFS
87
Sowell Financial Services
Arkansas
$194K +$194K +7,564 New
CIAS
88
Capital Investment Advisory Services
North Carolina
$191K +$115K +4,462 +150%
CAN
89
Claraphi Advisory Network
United States
$173K -$177K -6,895 -51%
CFGS
90
Concourse Financial Group Securities
Alabama
$164K +$10.7K +416 +7%
SF
91
Synovus Financial
Georgia
$156K +$156K +6,102 New
AIC
92
Ameritas Investment Company
Nebraska
$117K -$62.6K -2,450 -35%
IA
93
IFP Advisors
Florida
$76K +$8.76K +323 +13%
WEC
94
Winslow Evans & Crocker
Massachusetts
$72K -$18.2K -704 -20%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$66K +$6.24K +243 +10%
PCIA
96
Prime Capital Investment Advisors
Kansas
$45K +$45K +1,775 New
ACA
97
Aptus Capital Advisors
Alabama
$41K +$34.1K +1,353 +492%
SMG
98
Spectrum Management Group
Indiana
$36K +$36K +1,400 New
BEI
99
Benjamin Edwards Inc
Missouri
$32K +$32K +1,231 New
LWA
100
Lowe Wealth Advisors
Maryland
$28K +$28K +1,100 New
2 3
4
5 6