RDVY icon

First Trust Rising Dividend Achievers ETF

123 hedge funds and large institutions have $788M invested in First Trust Rising Dividend Achievers ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
46
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$124M 3,795,242 +193,227 +5%
Wells Fargo
2
Wells Fargo
California
$90.8M 2,773,883 +78,668 +3%
Bank of America
3
Bank of America
North Carolina
$86.7M 2,649,266 -46,397 -2%
LPL Financial
4
LPL Financial
California
$66M 2,016,850 +115,494 +6%
UBS Group
5
UBS Group
Switzerland
$52.8M 1,614,637 +89,621 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$34.2M 1,044,730 +357,551 +52%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$30.5M 931,342 +119,475 +15%
Osaic Holdings
8
Osaic Holdings
Arizona
$25.1M 766,926 +45,498 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$19M 581,950 +41,411 +8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$18.2M 556,252 +26,453 +5%
FAAS
11
First Allied Advisory Services
California
$18.2M 555,574 +13,324 +2%
RJA
12
Raymond James & Associates
Florida
$17.2M 526,589 -32,231 -6%
RW
13
RVW Wealth
California
$14M 428,449 -38 -0%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13M 397,700 +122,276 +44%
EIA
15
Eldridge Investment Advisors
New Hampshire
$12.5M 381,238 -4,360 -1%
PAG
16
Private Advisor Group
New Jersey
$11.8M 365,272 +8,448 +2%
KAS
17
Kestra Advisory Services
Texas
$10.2M 312,942 +312,942 New
Stifel Financial
18
Stifel Financial
Missouri
$10.1M 309,753 -13,242 -4%
Ameriprise
19
Ameriprise
Minnesota
$9.97M 304,455 +5,892 +2%
SPIA
20
Steward Partners Investment Advisory
New York
$9.23M 281,896 +2,950 +1%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$9.15M 279,696 +27,986 +11%
Truist Financial
22
Truist Financial
North Carolina
$8.97M 274,108 -4,080 -1%
CA
23
Cetera Advisors
Colorado
$8.62M 263,412 +7,426 +3%
FTS
24
Fifth Third Securities
Ohio
$5.69M 173,741 +79,045 +83%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$5.5M 167,903 -951 -0.6%