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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 %
KWM
251
Kaydan Wealth Management
Michigan
$760K -$77.2K -1,986 -9%
IP
252
Ignite Planners
California
$760K +$241 +6 +0%
NWMG
253
National Wealth Management Group
Ohio
$747K -$199K -5,121 -21%
PA
254
PSI Advisors
Florida
$746K -$2.28M -58,743 -75%
WH
255
Willner & Heller
California
$742K +$145K +3,735 +24%
WW
256
Waterfront Wealth
Kansas
$728K +$82.4K +1,900 +13%
OCM
257
Objective Capital Management
Ohio
$717K +$154K +3,963 +27%
HSA
258
HBK Sorce Advisory
Pennsylvania
$694K +$694K +17,850 New
PWM
259
Perigon Wealth Management
California
$688K +$43.4K +1,115 +7%
WWA
260
WCG Wealth Advisors
Nevada
$686K -$325K -6,120 -32%
RIA
261
Realta Investment Advisors
Delaware
$679K -$16K -411 -2%
PA
262
Prism Advisors
California
$675K +$7K +180 +1%
PPWM
263
Paragon Private Wealth Management
Kentucky
$670K +$14.1K +330 +2%
PP
264
Prudential plc
United Kingdom
$661K +$70K +1,800 +12%
PIA
265
Perennial Investment Advisors
California
$654K +$143K +3,682 +28%
LAM
266
LifePro Asset Management
California
$653K -$10.6K -272 -2%
CW
267
CreativeOne Wealth
Kansas
$650K +$99.5K +2,558 +18%
VCM
268
Virtue Capital Management
Tennessee
$649K -$52.6K -1,352 -7%
CCFM
269
Clear Creek Financial Management
Washington
$646K +$178K +4,572 +38%
AWM
270
Avior Wealth Management
Nebraska
$641K +$42.2K +1,086 +7%
OMC
271
Old Mission Capital
Illinois
$624K +$624K +16,060 New
SAM
272
Sequent Asset Management
Texas
$619K -$14.9K -383 -2%
KWS
273
Keystone Wealth Services
California
$610K +$286K +7,361 +88%
LSA
274
Lion Street Advisors
Texas
$586K +$586K +15,103 New
SSB
275
Sandy Spring Bank
Maryland
$566K +$55.6K +1,430 +11%
9 10
11
12 13