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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 %
Bank of America
1
Bank of America
North Carolina
$82.7M +$3.51M +97,852 +4%
Morgan Stanley
2
Morgan Stanley
New York
$80.1M +$5.13M +142,891 +7%
LPL Financial
3
LPL Financial
California
$63.2M +$16.5M +460,906 +35%
Wells Fargo
4
Wells Fargo
California
$43.3M +$9.25M +257,776 +27%
UBS Group
5
UBS Group
Switzerland
$34.8M +$1.45M +40,545 +4%
RJA
6
Raymond James & Associates
Florida
$21.8M +$1.85M +51,585 +9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.2M +$3.59M +100,099 +20%
BSAM
8
Blue Sky Asset Management
Colorado
$15.6M +$15.6M +434,836 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.5M +$2.24M +62,544 +17%
Ameriprise
10
Ameriprise
Minnesota
$14.9M +$4.09M +114,093 +38%
EIA
11
Eldridge Investment Advisors
New Hampshire
$14M +$342K +9,527 +3%
Stifel Financial
12
Stifel Financial
Missouri
$13.7M -$3.25M -90,646 -19%
FAAS
13
First Allied Advisory Services
California
$13.6M -$1.71M -47,713 -11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$10.5M +$4.21M +117,433 +67%
AG
15
Advisor Group
Arizona
$8.91M +$761K +21,203 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8M +$840K +23,406 +12%
PAG
17
Private Advisor Group
New Jersey
$7.79M +$396K +11,049 +5%
CA
18
Cetera Advisors
Colorado
$7.71M +$4.49M +124,905 +139%
PS
19
Portfolio Strategies
New York
$7.7M +$7.7M +214,620 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$7.47M +$388K +10,823 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$7.07M +$311K +8,677 +5%
KA
22
Kovack Advisors
Florida
$7.04M +$809K +22,536 +13%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$6.91M +$1.92M +53,424 +38%
AI
24
Atria Investments
North Carolina
$6.69M +$6.69M +186,398 New
Truist Financial
25
Truist Financial
North Carolina
$6.46M +$6.46M +180,144 New
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