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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 %
BHB
101
Bank Hapoalim BM
Israel
$239K – – –
SCM
102
Smith Capital Management
Arkansas
$237K – – –
CBFP
103
Cedar Brook Financial Partners
Ohio
$232K +$232K +6,468 New
AAS
104
Avantax Advisory Services
Texas
$220K +$220K +6,100 New
CFGS
105
Concourse Financial Group Securities
Alabama
$214K +$71.4K +1,994 +50%
MOS
106
MGO One Seven
Ohio
$209K +$209K +5,828 New
DC
107
Davenport & Co
Virginia
$205K -$134K -3,712 -39%
WEC
108
Winslow Evans & Crocker
Massachusetts
$126K +$23K +636 +22%
CIAS
109
Capital Investment Advisory Services
North Carolina
$107K +$25.2K +700 +31%
RIA
110
Realta Investment Advisors
Delaware
$97K +$32.4K +931 +50%
IA
111
IFP Advisors
Florida
$90K -$375K -10,335 -81%
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$83K +$36 +1 +0%
VCP
113
Verus Capital Partners
Arizona
$74K +$74K +2,075 New
CWA
114
Capital Wealth Alliance
Arizona
$43K +$43K +1,240 New
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$40K +$40K +1,105 New
CYG
116
Clean Yield Group
Vermont
$39K +$39K +1,100 New
SFSIG
117
San Francisco Sentry Investment Group
California
$36K +$36K +1,000 New
TRCT
118
Tower Research Capital (TRC)
New York
$28K -$191K -5,400 -87%
GI
119
Gradient Investments
Minnesota
$27K +$27K +750 New
ASN
120
Advisory Services Network
Georgia
$27K +$27K +754 New
Deutsche Bank
121
Deutsche Bank
Germany
$23K +$23K +650 New
AIC
122
Archer Investment Corporation
Indiana
$21K +$21K +573 New
SFPG
123
Stonebridge Financial Planning Group
Florida
$18K +$18K +500 New
1W
124
1776 Wealth
Georgia
$15K +$15K +440 New
GFPC
125
Global Financial Private Client
Florida
$10.5K +$10.5K +292 New
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5
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