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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

407 hedge funds and large institutions have $4.99B invested in First Trust Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 182 increasing their positions, 162 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
7.04%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.78%
New
31
Increased
182
Reduced
162
Closed
25
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
SWMG
1
Sanchez Wealth Management Group
Florida
$11.8M
2
AF
2
Allworth Financial
California
$7.35M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$97.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$112M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$5.91M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$156M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$237M
3
Bank of America
3
Bank of America
North Carolina
$182M
4
Morgan Stanley
4
Morgan Stanley
New York
$526M
5
RJA
5
Raymond James & Associates
Florida
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
226
Wagner Wealth Management
South Carolina
$1.07M +$48.1K +1,237 +5%
CA
227
CoreCap Advisors
Michigan
$1.06M +$49.3K +1,268 +5%
OBWG
228
Onyx Bridge Wealth Group
New York
$1.05M -$117K -2,981 -10%
CHC
229
City Holding Co
West Virginia
$1.04M +$6.03K +155 +0.6%
HAS
230
HBW Advisory Services
California
$1.03M +$15.6K +400 +2%
MFG
231
Merit Financial Group
Georgia
$1M -$1.94M -50,001 -66%
FFS
232
Founders Financial Securities
Maryland
$990K -$3.77K -97 -0.4%
MFG
233
Magnus Financial Group
New York
$981K -$17.8K -457 -2%
BBA
234
Braun-Bostich & Associates
Pennsylvania
$967K -$43.1K -1,108 -4%
CA
235
Continuum Advisory
Idaho
$964K -$112K -2,883 -10%
PGWM
236
Pitti Group Wealth Management
New York
$961K +$12.1K +311 +1%
MSAM
237
Moloney Securities Asset Management
Missouri
$949K +$62.3K +1,601 +7%
Betterment LLC
238
Betterment LLC
New York
$946K – – –
SF
239
Synovus Financial
Georgia
$943K +$5.78K +149 +0.6%
SPI
240
Sutton Place Investors
New York
$872K -$288K -7,406 -25%
SQA
241
Simon Quick Advisors
New Jersey
$865K +$4.74K +122 +0.6%
GM
242
GeoWealth Management
Illinois
$863K +$863K +22,228 New
IA
243
Insight Advisors
Pennsylvania
$850K +$1.09K +28 +0.1%
MFA
244
Mayflower Financial Advisors
Massachusetts
$815K +$156K +4,000 +24%
WAM
245
Walker Asset Management
Missouri
$810K +$68.1K +1,750 +9%
QCIG
246
Quad-Cities Investment Group
Iowa
$806K +$68.9K +1,772 +9%
CFCI
247
Comprehensive Financial Consultants Institutional
Indiana
$804K +$62.1K +1,536 +8%
ZIMP
248
Zimmermann Investment Management & Planning
Pennsylvania
$794K -$4.38M -112,549 -85%
APW
249
Aurora Private Wealth
New Jersey
$777K -$16.8K -431 -2%
SFS
250
Sowell Financial Services
Arkansas
$761K +$761K +19,584 New
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10
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