RDVY icon

First Trust Rising Dividend Achievers ETF

430 hedge funds and large institutions have $5.27B invested in First Trust Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 191 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
6.88%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.69%
New
46
Increased
155
Reduced
191
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
276
Clarus Wealth Advisors
Arizona
$698K +$24.5K +552 +4%
FWA
277
Freedom Wealth Alliance
Wisconsin
$689K +$77.4K +1,725 +13%
LWM
278
Laidlaw Wealth Management
New York
$686K +$56K +1,248 +9%
CAC
279
Certified Advisory Corp
Florida
$686K +$350K +7,805 +104%
SEA
280
Stegent Equity Advisors
Texas
$683K -$24.4K -543 -3%
PPWM
281
Paragon Private Wealth Management
Kentucky
$681K -$43K -959 -6%
FH
282
FWG Holdings
Florida
$667K -$12.4M -276,999 -95%
TRCT
283
Tower Research Capital (TRC)
New York
$662K -$81K -1,803 -11%
MCM
284
MAI Capital Management
Ohio
$640K -$8.97K -200 -1%
FZCM
285
Flynn Zito Capital Management
New York
$638K
CW
286
CreativeOne Wealth
Kansas
$632K -$70.9K -1,581 -10%
EA
287
Ellsworth Advisors
Ohio
$629K +$14.9K +332 +2%
AWG
288
Altus Wealth Group
Colorado
$623K +$35.8K +797 +6%
VCM
289
Virtue Capital Management
Tennessee
$619K -$75.2K -1,700 -11%
HSA
290
HBK Sorce Advisory
Pennsylvania
$613K -$777K -17,327 -56%
PFA
291
Pinnacle Family Advisors
Missouri
$612K +$51.9K +1,157 +9%
GCP
292
GSA Capital Partners
United Kingdom
$607K +$607K +13,534 New
XF
293
XML Financial
Maryland
$597K
IAS
294
Insigneo Advisory Services
Florida
$588K -$83.8K -1,868 -12%
RIA
295
Realta Investment Advisors
Delaware
$579K -$18.8K -420 -3%
BCM
296
Barometer Capital Management
Ontario, Canada
$576K +$576K +12,840 New
IAN
297
Integrated Advisors Network
Texas
$570K -$3.5K -78 -0.6%
LSA
298
L & S Advisors
California
$570K +$570K +12,703 New
SAM
299
Sequent Asset Management
Texas
$565K -$44.8K -998 -7%
PCS
300
Personal CFO Solutions
New Jersey
$564K +$32.3K +719 +6%