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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 %
DI
276
DAGCO Inc
Ohio
$558K +$31K +798 +6%
CAP
277
Columbia Advisory Partners
Washington
$555K +$38.6K +993 +7%
CWA
278
Clarus Wealth Advisors
Arizona
$550K +$13.3K +333 +2%
PAS
279
Park Avenue Securities
New York
$549K -$4.2K -108 -0.8%
WIA
280
World Investment Advisors
California
$546K – – –
CIAS
281
Capital Investment Advisory Services
North Carolina
$543K +$34.1K +877 +7%
MCM
282
MAI Capital Management
Ohio
$530K +$506 +13 +0.1%
XF
283
XML Financial
Maryland
$518K – – –
GWM
284
GDS Wealth Management
Texas
$515K -$62.9K -1,619 -11%
LFAS
285
Level Four Advisory Services
Texas
$512K +$24.4K +629 +5%
TI
286
tru Independence
Oregon
$507K +$143K +3,663 +39%
PFA
287
Pinnacle Family Advisors
Missouri
$503K +$4.67K +120 +0.9%
CRI
288
Colonial River Investments
Virginia
$498K -$11.6K -298 -2%
IAN
289
Integrated Advisors Network
Texas
$496K -$144K -3,696 -22%
AWM
290
Apollon Wealth Management
South Carolina
$473K -$263K -6,768 -36%
PWP
291
Pursue Wealth Partners
California
$467K +$77.8K +2,000 +20%
EA
292
Ellsworth Advisors
Ohio
$446K +$446K +11,460 New
JPMorgan Chase & Co
293
JPMorgan Chase & Co
New York
$443K -$42.4K -1,091 -9%
JWM
294
Jackson Wealth Management
Florida
$433K +$433K +11,127 New
CPIG
295
Chicago Partners Investment Group
Illinois
$417K – – –
AIC
296
Archer Investment Corporation
Indiana
$403K +$20K +514 +5%
VAS
297
Vestmark Advisory Solutions
Massachusetts
$402K -$228K -5,856 -36%
SWM
298
SFG Wealth Management
Maryland
$402K -$3.66K -94 -0.9%
AWG
299
Altus Wealth Group
Colorado
$388K – – –
CF
300
Centaurus Financial
California
$388K +$23.8K +612 +7%
10 11
12
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