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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 %
WMWM
251
Whitaker-Myers Wealth Managers
Ohio
$1.09M +$27.9K +607 +3%
WDC
252
Woodward Diversified Capital
California
$1.07M +$282K +6,129 +36%
OCM
253
Objective Capital Management
Ohio
$1.05M +$127K +2,770 +14%
GIA
254
Gladstone Institutional Advisory
Florida
$1.04M -$50.8K -1,106 -5%
SQA
255
Simon Quick Advisors
New Jersey
$1.01M +$4.96K +108 +0.5%
AWM
256
Apollon Wealth Management
South Carolina
$972K -$1.78M -38,754 -65%
WAM
257
Walker Asset Management
Missouri
$957K – – –
CA
258
CoreCap Advisors
Michigan
$940K -$14.7K -319 -2%
Betterment LLC
259
Betterment LLC
New York
$924K +$78.7K +1,712 +9%
MFA
260
Mayflower Financial Advisors
Massachusetts
$917K +$322 +7 +0%
LSA
261
L & S Advisors
California
$912K -$48.6K -1,058 -5%
FFA
262
Farther Finance Advisors
California
$884K -$105K -2,287 -11%
PA
263
Prism Advisors
California
$884K -$289K -6,293 -25%
FPWM
264
FSB Premier Wealth Management
Iowa
$871K -$502K -10,930 -37%
QCIG
265
Quad-Cities Investment Group
Iowa
$868K +$56.9K +1,239 +7%
WI
266
Wintrust Investments
Illinois
$842K -$179K -3,898 -18%
KWM
267
Kaydan Wealth Management
Michigan
$841K -$10.3K -224 -1%
APWA
268
Atlas Private Wealth Advisors
New Jersey
$839K -$40K -871 -5%
OBWG
269
Onyx Bridge Wealth Group
New York
$827K +$92 +2 +0%
APW
270
Aurora Private Wealth
New Jersey
$825K +$5.1K +111 +0.6%
CIAS
271
Capital Investment Advisory Services
North Carolina
$819K +$77.9K +1,695 +11%
PCS
272
Personal CFO Solutions
New Jersey
$815K +$71.8K +1,562 +10%
Citadel Advisors
273
Citadel Advisors
Florida
$805K +$805K +17,522 New
PWA
274
PCG Wealth Advisors
Kansas
$795K -$32.2K -701 -4%
PIA
275
Panoramic Investment Advisors
Colorado
$789K +$789K +17,166 New
9 10
11
12 13