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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 %
CF
301
Centaurus Financial
California
$470K -$303K -6,186 -39%
SEP
302
Southland Equity Partners
Missouri
$466K +$49.7K +1,015 +12%
VWA
303
V Wealth Advisors
Kansas
$464K +$235K +4,794 +103%
CCFM
304
Clear Creek Financial Management
Washington
$463K -$104K -2,125 -18%
CW
305
CreativeOne Wealth
Kansas
$462K +$462K +9,433 New
GW
306
GW & Wade
Massachusetts
$457K -$29.4K -600 -6%
SWM
307
Stockman Wealth Management
Montana
$449K -$34.3K -700 -7%
AIC
308
Archer Investment Corporation
Indiana
$439K +$41K +855 +10%
OPA
309
Old Port Advisors
Maine
$429K -$9.75K -200 -2%
ACG
310
Allen Capital Group
Nebraska
$425K +$425K +8,672 New
CWG
311
Crown Wealth Group
North Carolina
$423K -$872K -17,773 -67%
CPIG
312
Chicago Partners Investment Group
Illinois
$420K – – –
RDWM
313
Red Door Wealth Management
Tennessee
$419K +$419K +8,556 New
CAP
314
Columbia Advisory Partners
Washington
$419K +$419K +8,561 New
WAS
315
Wealth Advisory Solutions
Indiana
$418K +$418K +8,533 New
AW
316
ACG Wealth
Georgia
$417K +$223K +4,557 +115%
Brown Advisory
317
Brown Advisory
Maryland
$416K +$178K +3,630 +75%
NFG
318
Nadler Financial Group
Illinois
$409K – – –
IAN
319
Integrated Advisors Network
Texas
$403K +$29.6K +604 +8%
PPW
320
Pinnacle Private Wealth
Massachusetts
$397K +$31.7K +647 +9%
OWM
321
OneAscent Wealth Management
Alabama
$397K +$397K +8,100 New
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$375K -$157K -3,199 -29%
DI
323
DFPG Investments
Utah
$372K +$9.99K +205 +3%
LI
324
LVZ Inc
Michigan
$369K +$61.7K +1,260 +20%
Bank of New York Mellon
325
Bank of New York Mellon
New York
$359K +$109K +2,219 +43%
11 12
13
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