RDVY icon

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 %
WWM
126
Western Wealth Management
Colorado
– -$3.09M -86,127 Closed
GVAG
127
Great Valley Advisor Group
Delaware
– -$2.39M -66,667 Closed
LWAC
128
Laurel Wealth Advisors (California)
California
– -$2.31M -64,250 Closed
CF
129
Centaurus Financial
California
– -$1.97M -54,854 Closed
PCM
130
Penserra Capital Management
California
– -$1.96M -54,648 Closed
PAG
131
Private Advisory Group
Washington
– -$1.78M -49,529 Closed
IAA
132
Independent Advisor Alliance
North Carolina
– -$1.48M -41,339 Closed
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
– -$1.09M -30,436 Closed
FEM
134
Fulcrum Equity Management
Texas
– -$896K -24,974 Closed
NA
135
NewEdge Advisors
Louisiana
– -$891K -24,844 Closed
WP
136
WealthPLAN Partners
Nebraska
– -$372K -10,128 Closed
NFG
137
Nations Financial Group
Iowa
– -$331K -9,238 Closed
AIP
138
Almanack Investment Partners
Pennsylvania
– -$331K -9,217 Closed
GLA
139
Good Life Advisors
Pennsylvania
– -$324K -8,996 Closed
CRWM
140
Castle Rock Wealth Management
California
– -$310K -8,528 Closed
PWA
141
Peterson Wealth Advisors
Utah
– -$303K -8,444 Closed
NEPWA
142
New England Private Wealth Advisors
Massachusetts
– -$301K -8,395 Closed
GTAM
143
Global Trust Asset Management
Florida
– -$298K -8,300 Closed
SAM
144
Strategy Asset Managers
California
– -$249K -6,933 Closed
RWA
145
Redhawk Wealth Advisors
Minnesota
– -$247K -6,895 Closed
CA
146
Claro Advisors
Massachusetts
– -$241K -6,710 Closed
BHB
147
Bank Hapoalim BM
Israel
– -$239K -6,650 Closed
SCM
148
Smith Capital Management
Arkansas
– -$237K -6,602 Closed
MOS
149
MGO One Seven
Ohio
– -$209K -5,828 Closed
DC
150
Davenport & Co
Virginia
– -$205K -5,700 Closed
3 4 5
6
7