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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 %
1W
101
1776 Wealth
Georgia
$26K +$12.9K +430 +98%
TCOV
102
Trust Company of Vermont
Vermont
$21K +$21K +827 New
GI
103
Gradient Investments
Minnesota
$19K – – –
WQ
104
Wealth Quarterback
New Jersey
$18.2K +$18.2K +711 New
AIC
105
Archer Investment Corporation
Indiana
$15K – – –
SFPG
106
Stonebridge Financial Planning Group
Florida
$14K – – –
William Blair & Company
107
William Blair & Company
Illinois
$12K +$12K +477 New
GRP
108
Global Retirement Partners
California
$11K +$4.15K +165 +61%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$10K +$10K +399 New
OPS
110
Orion Portfolio Solutions
Nebraska
$8K +$8K +296 New
HIA
111
Harbor Investment Advisory
Maryland
$8K +$8K +299 New
QAM
112
QCI Asset Management
New York
$7K – – –
GFPC
113
Global Financial Private Client
Florida
$4.62K -$2.44K -101 -35%
CAC
114
Certified Advisory Corp
Florida
$3K – – –
IWP
115
IAG Wealth Partners
Wisconsin
$2K -$6.9K -200 -78%
CAGAS
116
Capital Advisory Group Advisory Services
Minnesota
$2K +$2K +70 New
OIA
117
Optimum Investment Advisors
Illinois
$2K +$2K +94 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$1K -$1.51K -65 -60%
MWM
119
MBE Wealth Management
Wisconsin
$1K +$1K +50 New
WIM
120
Westside Investment Management
California
$70 +$70 +2,734 New
BSAM
121
Blue Sky Asset Management
Colorado
– -$15.6M -434,836 Closed
PS
122
Portfolio Strategies
New York
– -$7.7M -214,620 Closed
AI
123
Atria Investments
North Carolina
– -$6.69M -186,398 Closed
MAP
124
Milestone Advisory Partners
North Carolina
– -$4.93M -137,260 Closed
LA
125
LexAurum Advisors
Kansas
– -$3.41M -94,943 Closed
3 4
5
6 7