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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

430 hedge funds and large institutions have $5.44B invested in First Trust Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 169 increasing their positions, 192 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
–
Holders Change %
0%
% of All Funds
6.78%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.62%
New
33
Increased
169
Reduced
192
Closed
26
Calls
–
Puts
$2.9M
Net Calls
-$2.9M
Net Calls Change
-$2.9M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19M
2
LPL Financial
LPL Financial
California
$727M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$235M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$135M
5
Ameriprise
Ameriprise
Minnesota
$183M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$363M
2
Bank of America
Bank of America
North Carolina
$158M
3
PAG
Private Advisor Group
New Jersey
$56.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$13.1M
5
RJA
Raymond James & Associates
Florida
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
226
Cedar Brook Financial Partners
Ohio
$1.37M -$8.9K -189 -0.6%
CAGAS
227
Capital Advisory Group Advisory Services
Minnesota
$1.35M +$27.9K +592 +2%
RFP
228
Root Financial Partners
California
$1.35M -$77.5K -1,646 -5%
PGWM
229
Pitti Group Wealth Management
New York
$1.33M -$1.04K -22 -0.1%
TCWM
230
Total Clarity Wealth Management
Illinois
$1.3M -$137K -2,916 -10%
IAS
231
Insigneo Advisory Services
Florida
$1.3M +$680K +14,442 +110%
SCM
232
Spreng Capital Management
Ohio
$1.24M – – –
ASN
233
Advisory Services Network
Georgia
$1.22M +$81.3K +1,727 +7%
PA
234
Prism Advisors
California
$1.2M +$81.6K +1,732 +7%
AssetMark Inc
235
AssetMark Inc
California
$1.19M -$554K -11,762 -32%
BBA
236
Braun-Bostich & Associates
Pennsylvania
$1.19M +$19.7K +418 +2%
TCM
237
TD Capital Management
Tennessee
$1.16M +$38.1K +809 +3%
BPA
238
Beacon Pointe Advisors
California
$1.16M +$69.2K +1,470 +6%
SAM
239
SignalPoint Asset Management
Missouri
$1.14M -$35K -743 -3%
AWM
240
Avior Wealth Management
Nebraska
$1.14M +$34.3K +728 +3%
MSAM
241
Moloney Securities Asset Management
Missouri
$1.12M -$135K -2,862 -11%
GIA
242
Gladstone Institutional Advisory
Florida
$1.12M -$6.22K -132 -0.6%
SSB
243
Sandy Spring Bank
Maryland
$1.11M +$160K +3,387 +17%
WMWM
244
Whitaker-Myers Wealth Managers
Ohio
$1.09M +$30.7K +651 +3%
FFS
245
Founders Financial Securities
Maryland
$1.08M -$32K -679 -3%
NLP
246
Next Level Private
New York
$1.06M +$1.06M +22,580 New
AAS
247
Ameritas Advisory Services
Nebraska
$1.05M -$4.97M -106,346 -83%
WI
248
Wintrust Investments
Illinois
$1.05M -$568K -12,057 -35%
SQA
249
Simon Quick Advisors
New Jersey
$1.03M +$6.59K +140 +0.6%
FFA
250
Farther Finance Advisors
California
$1.01M -$41.9K -889 -4%
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