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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

98 hedge funds and large institutions have $428M invested in First Trust Rising Dividend Achievers ETF in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
49
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.2M
2
AI
Atria Investments
North Carolina
+$6.07M
3
KA
Kovack Advisors
Florida
+$5.52M
4
BTS
BB&T Securities
Virginia
+$2.99M
5
Wells Fargo
Wells Fargo
California
+$1.98M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.45M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.46M
3
UBS Group
UBS Group
Switzerland
-$2.78M
4
GVAG
Great Valley Advisor Group
Delaware
-$2.36M
5
FFN
Focus Financial Network
Minnesota
-$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$66.2M +$13.2M +425,654 +25%
Morgan Stanley
2
Morgan Stanley
New York
$54.4M +$283K +9,099 +0.5%
LPL Financial
3
LPL Financial
California
$37.3M +$163K +5,235 +0.4%
Wells Fargo
4
Wells Fargo
California
$31.9M +$1.98M +63,605 +7%
UBS Group
5
UBS Group
Switzerland
$29.1M -$2.78M -89,634 -9%
RJA
6
Raymond James & Associates
Florida
$19.4M -$147K -4,723 -0.7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16.3M -$9.45M -304,274 -37%
Stifel Financial
8
Stifel Financial
Missouri
$14.1M +$76.4K +2,462 +0.5%
EIA
9
Eldridge Investment Advisors
New Hampshire
$12.6M -$60.8K -1,956 -0.5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.2M -$3.46M -111,284 -24%
FAAS
11
First Allied Advisory Services
California
$10.8M -$1.39M -44,883 -11%
Ameriprise
12
Ameriprise
Minnesota
$8.82M -$952K -30,636 -10%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$6.54M +$721K +23,212 +12%
AI
14
Atria Investments
North Carolina
$6.07M +$6.07M +202,411 New
AG
15
Advisor Group
Arizona
$5.93M -$401K -12,903 -6%
PAG
16
Private Advisor Group
New Jersey
$5.89M +$1.05M +33,670 +22%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.71M +$248K +7,992 +5%
KA
18
Kovack Advisors
Florida
$5.52M +$5.52M +177,788 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.2M +$1.69M +54,442 +48%
BTS
20
BB&T Securities
Virginia
$4.52M +$2.99M +96,335 +196%
US Bancorp
21
US Bancorp
Minnesota
$4.13M -$811K -26,114 -16%
GVAG
22
Great Valley Advisor Group
Delaware
$3.91M -$2.36M -76,120 -38%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.89M +$166K +5,320 +4%
FHA
24
First Horizon Advisors
Tennessee
$3.4M +$102K +3,272 +3%
MAP
25
Milestone Advisory Partners
North Carolina
$3.37M +$170K +5,470 +5%
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