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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

424 hedge funds and large institutions have $6.66B invested in First Trust Rising Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 255 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+49
Holders Change %
+13.07%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+34.21%
% of All Funds
0.81%
New
76
Increased
255
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advance Capital Management
Michigan
$190M
2
LPL Financial
LPL Financial
California
$745M
3
Morgan Stanley
Morgan Stanley
New York
$727M
4
Wells Fargo
Wells Fargo
California
$518M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$340M

Top Sellers

1
FTS
Fifth Third Securities
Ohio
$0
2
BBA
Braun-Bostich & Associates
Pennsylvania
$1.27M
3
GM
GeoWealth Management
Illinois
$0
4
FHA
First Horizon Advisors
Tennessee
$0
5
HWM
Holloway Wealth Management
Florida
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
251
Moloney Securities Asset Management
Missouri
$908K +$245K +4,998 +37%
Betterment LLC
252
Betterment LLC
New York
$905K +$544K +11,096 +151%
IP
253
Ignite Planners
California
$900K +$103K +2,213 +13%
IA
254
Insight Advisors
Pennsylvania
$898K +$50.9K +1,039 +6%
SWM
255
SeaCrest Wealth Management
New York
$898K +$105K +2,143 +13%
PA
256
Prism Advisors
California
$881K -$9.06K -185 -1%
PWMAG
257
Pinnacle Wealth Management Advisory Group
New Jersey
$881K +$223K +4,552 +34%
BFA
258
Brendel Financial Advisors
New Hampshire
$880K -$308K -6,284 -26%
CFCI
259
Comprehensive Financial Consultants Institutional
Indiana
$877K +$18.1K +394 +2%
OBWG
260
Onyx Bridge Wealth Group
New York
$875K +$212K +4,616 +32%
Mariner
261
Mariner
Kansas
$866K -$56.5K -1,153 -6%
BCM
262
Barometer Capital Management
Ontario, Canada
$858K -$1.05M -21,340 -55%
LAM
263
LifePro Asset Management
California
$849K +$350K +7,149 +70%
RIA
264
Realta Investment Advisors
Delaware
$842K +$59.5K +1,215 +8%
VCM
265
Virtue Capital Management
Tennessee
$827K +$10.5K +215 +1%
QCIG
266
Quad-Cities Investment Group
Iowa
$826K +$60.3K +1,231 +8%
VAS
267
Vestmark Advisory Solutions
Massachusetts
$821K +$270K +5,509 +49%
SAM
268
Sequent Asset Management
Texas
$799K +$799K +16,306 New
CWA
269
Clarus Wealth Advisors
Arizona
$759K +$40.6K +854 +6%
MCM
270
MAI Capital Management
Ohio
$744K +$3.48K +71 +0.5%
AWM
271
Avior Wealth Management
Nebraska
$739K +$163K +3,334 +28%
CIBC World Market
272
CIBC World Market
Ontario, Canada
$731K +$389K +7,938 +114%
LSA
273
Lion Street Advisors
Texas
$713K +$446K +9,138 +167%
Renaissance Technologies
274
Renaissance Technologies
New York
$701K -$745K -15,200 -52%
GWANC
275
Guardian Wealth Advisors (North Carolina)
North Carolina
$701K +$694K +14,176 +10,199%
9 10
11
12 13