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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$363M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
PAG
3
Private Advisor Group
New Jersey
$56.1M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$13.1M
5
RJA
5
Raymond James & Associates
Florida
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
251
Elevated Capital Advisors
Utah
$1M +$1M +21,283 New
HH
252
Hilltop Holdings
Texas
$994K +$765K +16,234 +333%
LSA
253
L & S Advisors
California
$985K +$386K +8,201 +65%
WAM
254
Walker Asset Management
Missouri
$981K – – –
CA
255
CoreCap Advisors
Michigan
$978K +$978K +20,772 New
CCFM
256
Clear Creek Financial Management
Washington
$949K -$52.5K -1,115 -5%
OCM
257
Objective Capital Management
Ohio
$949K +$48.1K +1,021 +5%
MFA
258
Mayflower Financial Advisors
Massachusetts
$940K -$47.1K -1,000 -5%
HAS
259
HBW Advisory Services
California
$920K -$379K -8,056 -29%
SS
260
Simplicity Solutions
Minnesota
$907K +$495K +10,508 +120%
APWA
261
Atlas Private Wealth Advisors
New Jersey
$901K +$420K +8,920 +87%
PPP
262
Private Portfolio Partners
New Jersey
$898K -$170K -3,620 -16%
KWM
263
Kaydan Wealth Management
Michigan
$872K -$8.24K -175 -0.9%
Betterment LLC
264
Betterment LLC
New York
$866K -$73.4K -1,560 -8%
PWA
265
PCG Wealth Advisors
Kansas
$848K -$12.3K -261 -1%
OBWG
266
Onyx Bridge Wealth Group
New York
$847K -$125K -2,648 -13%
APW
267
Aurora Private Wealth
New Jersey
$841K -$58.5K -1,242 -7%
QCIG
268
Quad-Cities Investment Group
Iowa
$831K -$146K -3,109 -15%
PIA
269
Perennial Investment Advisors
California
$828K -$42.9K -910 -5%
OWM
270
OneAscent Wealth Management
Alabama
$827K -$177K -3,757 -18%
MFG
271
Merit Financial Group
Georgia
$818K -$257K -5,459 -24%
WDC
272
Woodward Diversified Capital
California
$812K -$264K -5,598 -25%
CAC
273
Certified Advisory Corp
Florida
$775K +$55K +1,167 +8%
WWA
274
WCG Wealth Advisors
Nevada
$763K -$13.7K -292 -2%
PCS
275
Personal CFO Solutions
New Jersey
$762K +$170K +3,600 +29%
9 10
11
12 13