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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 %
GRP
126
Global Retirement Partners
California
$10K – – –
IWP
127
IAG Wealth Partners
Wisconsin
$10K +$10K +258 New
QAM
128
QCI Asset Management
New York
$9K – – –
ACA
129
Aptus Capital Advisors
Alabama
$9K – – –
CAC
130
Certified Advisory Corp
Florida
$4K – – –
Fidelity Investments
131
Fidelity Investments
Massachusetts
$4K +$1.82K +49 +83%
LAS
132
Lloyd Advisory Services
Georgia
$2K +$2K +62 New
RWG
133
Regal Wealth Group
California
$1K +$1K +14 New
Goldman Sachs
134
Goldman Sachs
New York
– -$1.25M -39,164 Closed
GSWM
135
Golden State Wealth Management
California
– -$859K -26,971 Closed
CCFM
136
Clear Creek Financial Management
Washington
– -$588K -17,060 Closed
UCFA
137
United Capital Financial Advisors
Texas
– -$255K -7,995 Closed
FHA
138
Flagship Harbor Advisors
Massachusetts
– -$250K -7,860 Closed
SB
139
Strategic Blueprint
Georgia
– -$48K -1,500 Closed
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
– -$21K -666 Closed
BWL
141
Bogart Wealth LLC
Virginia
– -$16K -500 Closed
SIM
142
Sonora Investment Management
Arizona
– -$15K -465 Closed
TF
143
TimeScale Financial
Massachusetts
– -$7K -225 Closed
CAGAS
144
Capital Advisory Group Advisory Services
Minnesota
– -$2K -70 Closed
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