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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

155 hedge funds and large institutions have $1.18B invested in First Trust Rising Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 67 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
155
Holders Change
+32
Holders Change %
+26.02%
% of All Funds
2.75%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
43
Increased
67
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$57.4M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$23.1M
3
LPL Financial
3
LPL Financial
California
$101M
4
RJA
4
Raymond James & Associates
Florida
$37.5M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$17.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$8.41M
2
Bank of America
2
Bank of America
North Carolina
$103M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.9M
5
EH
5
Equitable Holdings
New York
$3.46M
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
76
J.W. Cole Advisors
Florida
$734K 18,367 +18,367 New
CAG
77
Csenge Advisory Group
Florida
$723K 18,112 +360 +2%
Citigroup
78
Citigroup
New York
$720K 18,015 +3,383 +23%
SS
79
Simplicity Solutions
Minnesota
$717K 17,943 +17,943 New
TFS
80
Thoroughbred Financial Services
Tennessee
$715K 17,923 +5,396 +43%
PA
81
Prism Advisors
California
$713K 17,859 +425 +2%
Deutsche Bank
82
Deutsche Bank
Germany
$686K 17,184 +2,542 +17%
ASN
83
Advisory Services Network
Georgia
$647K 16,193 +6,627 +69%
WI
84
Wintrust Investments
Illinois
$605K 15,159 -2,501 -14%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$603K 15,095 -1,935 -11%
SFS
86
Sowell Financial Services
Arkansas
$591K 14,789 +4,925 +50%
LNC
87
Lincoln National Corp
Pennsylvania
$591K 14,807 +14,807 New
IA
88
IFG Advisory
Georgia
$567K 14,211 -603 -4%
Renaissance Technologies
89
Renaissance Technologies
New York
$535K 13,400 +13,400 New
SCM
90
Spreng Capital Management
Ohio
$531K 13,285 – –
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$510K 12,765 -34 -0.3%
LWAC
92
Laurel Wealth Advisors (California)
California
$510K 12,774 +12,774 New
MAG
93
MRA Advisory Group
New Jersey
$498K 12,459 +12,459 New
LFF
94
Level Four Financial
Texas
$498K 12,464 +12,464 New
GSWM
95
Golden State Wealth Management
California
$482K 12,080 -4,905 -29%
BCA
96
Biltmore Capital Advisors
New Jersey
$481K 12,043 – –
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$477K 11,955 -2,965 -20%
EWM
98
EPG Wealth Management
Georgia
$443K 11,104 -3,095 -22%
CA
99
Claro Advisors
Massachusetts
$432K 10,819 -1,343 -11%
Prudential Financial
100
Prudential Financial
New Jersey
$432K 10,814 -347 -3%
2 3
4
5 6