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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 %
EA
276
Ellsworth Advisors
Ohio
$784K +$119K +2,645 +18%
MFG
277
Merit Financial Group
Georgia
$780K -$18.6K -404 -2%
MSAM
278
Moloney Securities Asset Management
Missouri
$774K -$319K -6,949 -29%
CCFM
279
Clear Creek Financial Management
Washington
$770K -$156K -3,396 -17%
CAC
280
Certified Advisory Corp
Florida
$765K +$9.37K +204 +1%
OWM
281
OneAscent Wealth Management
Alabama
$755K -$52.7K -1,147 -7%
RIA
282
Realta Investment Advisors
Delaware
$748K – – –
DI
283
DAGCO Inc
Ohio
$738K -$3.27M -13,196 -82%
EA
284
Eudaimonia Advisors
Tennessee
$729K +$729K +15,861 New
FWA
285
Freedom Wealth Alliance
Wisconsin
$720K +$20.4K +444 +3%
EP
286
Eudaimonia Partners
Tennessee
$712K +$712K +15,486 New
PPP
287
Private Portfolio Partners
New Jersey
$707K -$169K -3,679 -19%
PIA
288
Perennial Investment Advisors
California
$707K -$101K -2,198 -13%
SEA
289
Stegent Equity Advisors
Texas
$699K -$368 -8 -0.1%
CFCI
290
Comprehensive Financial Consultants Institutional
Indiana
$698K -$5.47K -119 -0.8%
AWG
291
Altus Wealth Group
Colorado
$687K +$28.9K +630 +4%
PPWM
292
Paragon Private Wealth Management
Kentucky
$675K -$19.4K -422 -3%
CAM
293
Cresset Asset Management
Illinois
$669K -$20.3K -442 -3%
SS
294
Simplicity Solutions
Minnesota
$658K -$226K -4,918 -26%
WW
295
Waterfront Wealth
Kansas
$642K +$4.4K +100 +0.7%
FH
296
FWG Holdings
Florida
$636K -$9.84K -219 -2%
CPIG
297
Chicago Partners Investment Group
Illinois
$635K +$88 +2 +0%
BW
298
Bison Wealth
Georgia
$633K -$6.99K -152 -1%
PBF
299
Petix & Botte Financial
California
$631K – – –
PAG
300
Private Advisory Group
Washington
$629K -$1.79M -38,899 -74%
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12
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