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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

441 hedge funds and large institutions have $5.51B invested in First Trust Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
7.03%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.7%
New
47
Increased
191
Reduced
160
Closed
32
Calls
$51K
Puts
–
Net Calls
+$51K
Net Calls Change
+$2.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$44.6M
2
LPL Financial
LPL Financial
California
+$31.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$23.6M
4
AWM
Affinity Wealth Management
Delaware
+$15.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.2M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$17.9M
2
KWM
Keebeck Wealth Management
Illinois
-$13.2M
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$5.3M
4
SA
SFI Advisors
New Jersey
-$4.65M
5
C
CEDRUS
Colorado
-$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
226
Coppell Advisory Solutions
Texas
$1.48M -$491K -11,188 -25%
BC
227
Barrett & Company
Rhode Island
$1.46M +$41.5K +903 +3%
FSA
228
Financial Services Advisory
Maryland
$1.46M +$1.46M +31,682 New
Jane Street
229
Jane Street
New York
$1.43M -$114K -2,476 -7%
PTC
230
Private Trust Company
Ohio
$1.43M +$12.5K +273 +0.9%
FFS
231
Founders Financial Securities
Maryland
$1.38M +$334K +7,263 +32%
IWM
232
Iams Wealth Management
Nebraska
$1.38M +$1.38M +30,052 New
TA
233
TFB Advisors
Kansas
$1.35M -$448K -9,750 -25%
RFP
234
Root Financial Partners
California
$1.34M +$22.5K +489 +2%
CBFP
235
Cedar Brook Financial Partners
Ohio
$1.34M -$1.29K -28 -0.1%
AFA
236
American Financial Advisors
Georgia
$1.28M -$100K -2,181 -7%
IAS
237
Insigneo Advisory Services
Florida
$1.26M -$4.27K -93 -0.3%
Brown Advisory
238
Brown Advisory
Maryland
$1.26M -$109K -2,362 -8%
PGWM
239
Pitti Group Wealth Management
New York
$1.24M -$58.9K -1,281 -5%
HA
240
Herold Advisors
New York
$1.24M -$107K -2,328 -8%
FCM
241
Family Capital Management
Michigan
$1.22M -$189K -4,104 -13%
ASN
242
Advisory Services Network
Georgia
$1.21M +$21.9K +476 +2%
WWA
243
WCG Wealth Advisors
Nevada
$1.17M +$421K +9,171 +57%
SCM
244
Spreng Capital Management
Ohio
$1.16M -$49.4K -1,074 -4%
CAGAS
245
Capital Advisory Group Advisory Services
Minnesota
$1.16M -$163K -3,540 -12%
TCM
246
TD Capital Management
Tennessee
$1.15M +$20.4K +445 +2%
LSA
247
Lion Street Advisors
Texas
$1.12M +$551K +11,999 +96%
SSB
248
Sandy Spring Bank
Maryland
$1.12M +$34.9K +760 +3%
AWM
249
Avior Wealth Management
Nebraska
$1.1M -$14.2K -310 -1%
BPA
250
Beacon Pointe Advisors
California
$1.1M -$33.7K -734 -3%
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