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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

95 hedge funds and large institutions have $395M invested in First Trust Rising Dividend Achievers ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
47
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.3M
2
UBS Group
UBS Group
Switzerland
+$10.4M
3
LPL Financial
LPL Financial
California
+$6.95M
4
GVAG
Great Valley Advisor Group
Delaware
+$6.02M
5
RJA
Raymond James & Associates
Florida
+$5.81M

Top Sellers

1
KA
Kovack Advisors
Florida
-$4.91M
2
BTS
BB&T Securities
Virginia
-$4.79M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.25M
4
SPC
Sigma Planning Corp
Michigan
-$1.18M
5
NFG
Next Financial Group
Texas
-$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.9M +$1.25M +42,042 +2%
Bank of America
2
Bank of America
North Carolina
$50.9M +$12.3M +410,781 +32%
LPL Financial
3
LPL Financial
California
$35.6M +$6.95M +233,053 +24%
UBS Group
4
UBS Group
Switzerland
$30.6M +$10.4M +349,473 +52%
Wells Fargo
5
Wells Fargo
California
$28.7M +$1.21M +40,479 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$24.7M -$1.25M -41,916 -5%
RJA
7
Raymond James & Associates
Florida
$18.8M +$5.81M +194,904 +45%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.1M +$1.33M +44,597 +10%
Stifel Financial
9
Stifel Financial
Missouri
$13.5M +$447K +14,978 +3%
EIA
10
Eldridge Investment Advisors
New Hampshire
$12.1M +$268K +8,977 +2%
FAAS
11
First Allied Advisory Services
California
$11.8M -$493K -16,512 -4%
Ameriprise
12
Ameriprise
Minnesota
$9.83M +$650K +20,779 +7%
AG
13
Advisor Group
Arizona
$6.08M +$1.01M +33,842 +20%
GVAG
14
Great Valley Advisor Group
Delaware
$6.02M +$6.02M +201,936 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$5.59M -$339K -11,370 -6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.25M +$1.06M +35,451 +25%
US Bancorp
17
US Bancorp
Minnesota
$4.74M -$256K -8,589 -5%
PAG
18
Private Advisor Group
New Jersey
$4.66M +$2.31M +77,359 +98%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.58M +$41.3K +1,383 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.37M +$830K +27,825 +33%
FHA
21
First Horizon Advisors
Tennessee
$3.17M +$311K +10,437 +11%
MAP
22
Milestone Advisory Partners
North Carolina
$3.07M +$383K +12,831 +14%
NFG
23
Nations Financial Group
Iowa
$2.79M -$91.7K -3,074 -3%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$2.53M +$2.19M +45,541 +633%
FHC
25
First Heartland Consultants
Missouri
$2.5M +$181K +6,079 +8%
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