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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 %
Morgan Stanley
1
Morgan Stanley
New York
$88.1M +$30.9M +1,205,151 +54%
Bank of America
2
Bank of America
North Carolina
$69M +$9.95M +388,194 +17%
Wells Fargo
3
Wells Fargo
California
$59.3M +$28.4M +1,107,995 +92%
LPL Financial
4
LPL Financial
California
$50.2M +$5.01M +195,660 +11%
UBS Group
5
UBS Group
Switzerland
$40.1M +$15.2M +594,368 +61%
RJA
6
Raymond James & Associates
Florida
$19.6M +$4.04M +157,475 +26%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$18.6M +$7.56M +295,064 +68%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$15.7M +$580K +22,644 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$15M +$15M +585,066 New
FAAS
10
First Allied Advisory Services
California
$12M +$2.3M +89,791 +24%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.5M +$6.42M +250,678 +127%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10.6M +$3.14M +122,371 +42%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.6M +$4.86M +189,712 +85%
RW
14
RVW Wealth
California
$10.5M +$10.2M +398,213 +4,027%
EIA
15
Eldridge Investment Advisors
New Hampshire
$10.1M +$155K +6,049 +2%
Ameriprise
16
Ameriprise
Minnesota
$9.29M -$3.16M -105,176 -25%
Truist Financial
17
Truist Financial
North Carolina
$8.62M +$4M +156,108 +87%
Stifel Financial
18
Stifel Financial
Missouri
$8.11M -$1.64M -64,218 -17%
PAG
19
Private Advisor Group
New Jersey
$7.56M +$1.99M +77,747 +36%
KA
20
Kovack Advisors
Florida
$7.06M +$2.04M +79,457 +41%
SPIA
21
Steward Partners Investment Advisory
New York
$6.13M +$5.48M +213,746 +845%
CA
22
Cetera Advisors
Colorado
$5.84M +$341K +13,292 +6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$4.83M +$1.41M +54,874 +41%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$4.46M +$3.3M +128,932 +285%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$4.03M -$1.31M -51,012 -25%
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