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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 %
PWM
276
Perigon Wealth Management
California
$698K +$698K +14,255 New
FWA
277
FSC Wealth Advisors
New York
$696K -$118K -2,411 -15%
MFA
278
Mayflower Financial Advisors
Massachusetts
$691K -$24.5K -500 -3%
KWS
279
Keystone Wealth Services
California
$691K +$178K +3,626 +35%
PPWM
280
Paragon Private Wealth Management
Kentucky
$683K +$168K +3,604 +33%
WIA
281
World Investment Advisors
California
$663K – – –
CIAS
282
Capital Investment Advisory Services
North Carolina
$642K +$65.2K +1,330 +11%
PAS
283
Park Avenue Securities
New York
$632K +$16.3K +332 +3%
OCM
284
Objective Capital Management
Ohio
$627K +$386K +7,882 +160%
WH
285
Willner & Heller
California
$624K +$164K +3,176 +36%
AF
286
Allworth Financial
California
$608K +$608K +12,411 New
PFA
287
Pinnacle Family Advisors
Missouri
$607K +$49.8K +1,017 +9%
LFAS
288
Level Four Advisory Services
Texas
$576K +$71.7K +1,463 +14%
JWM
289
Jackson Wealth Management
Florida
$545K +$32.9K +672 +6%
AWG
290
Altus Wealth Group
Colorado
$541K +$68.4K +1,395 +14%
MC
291
Moors & Cabot
Massachusetts
$541K +$240K +4,893 +80%
NFSG
292
Newbridge Financial Services Group
Florida
$537K -$178K -3,632 -25%
CRI
293
Colonial River Investments
Virginia
$516K +$237K +4,836 +85%
TI
294
tru Independence
Oregon
$514K +$123K +2,513 +32%
PIA
295
Perennial Investment Advisors
California
$500K -$14.3K -292 -3%
TP
296
Tranquility Partners
Tennessee
$486K +$108K +2,203 +29%
MHS
297
M Holdings Securities
Oregon
$484K +$484K +9,882 New
HFS
298
Howard Financial Services
Texas
$479K +$479K +9,785 New
WW
299
Waterfront Wealth
Kansas
$478K +$120K +2,490 +33%
SSB
300
Sandy Spring Bank
Maryland
$475K +$109K +2,225 +30%
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