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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 %
DI
276
DAGCO Inc
Ohio
$762K +$196K +4,162 +35%
CIAS
277
Capital Investment Advisory Services
North Carolina
$760K +$4K +85 +0.5%
LWM
278
Laidlaw Wealth Management
New York
$752K +$31.9K +677 +4%
RIA
279
Realta Investment Advisors
Delaware
$748K +$140K +2,977 +23%
SPI
280
Sutton Place Investors
New York
$741K -$149K -3,167 -17%
CFCI
281
Comprehensive Financial Consultants Institutional
Indiana
$740K -$180K -3,732 -20%
FWA
282
Freedom Wealth Alliance
Wisconsin
$736K -$6.87K -142 -0.9%
CWA
283
Clarus Wealth Advisors
Arizona
$718K -$18.6K -399 -3%
WW
284
Waterfront Wealth
Kansas
$717K -$110K -2,220 -13%
SEA
285
Stegent Equity Advisors
Texas
$717K -$706 -15 -0.1%
PPWM
286
Paragon Private Wealth Management
Kentucky
$712K -$2.36K -50 -0.3%
FH
287
FWG Holdings
Florida
$710K -$23.8K -481 -3%
CAM
288
Cresset Asset Management
Illinois
$706K +$706K +14,998 New
CPIG
289
Chicago Partners Investment Group
Illinois
$705K +$242K +4,959 +52%
PWM
290
Perigon Wealth Management
California
$703K -$123K -2,615 -15%
EA
291
Ellsworth Advisors
Ohio
$694K +$34.4K +731 +5%
KDA
292
Kraft Davis & Associates
Missouri
$675K +$675K +13,887 New
AWG
293
Altus Wealth Group
Colorado
$674K +$20.8K +442 +3%
BW
294
Bison Wealth
Georgia
$656K +$656K +13,937 New
MCM
295
MAI Capital Management
Ohio
$654K -$17.8K -377 -3%
LAM
296
LifePro Asset Management
California
$652K -$222K -4,703 -25%
PBF
297
Petix & Botte Financial
California
$647K +$324K +6,869 +100%
PFA
298
Pinnacle Family Advisors
Missouri
$630K -$12K -254 -2%
XF
299
XML Financial
Maryland
$627K – – –
VCM
300
Virtue Capital Management
Tennessee
$625K -$32.2K -685 -5%
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12
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