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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

435 hedge funds and large institutions have $5.59B invested in First Trust Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 196 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+28
Holders Change %
+6.88%
% of All Funds
7.02%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
57
Increased
143
Reduced
196
Closed
21
Calls
$2.64M
Puts
–
Net Calls
+$2.64M
Net Calls Change
+$2.43M

Top Buyers

1
Mariner
Mariner
Kansas
$23.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18.3M
3
KAS
Kestra Advisory Services
Texas
$78.1M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$25.9M
5
FTS
Fifth Third Securities
Ohio
$43.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$537M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$234M
3
Osaic Holdings
Osaic Holdings
Arizona
$174M
4
Bank of America
Bank of America
North Carolina
$178M
5
WWM
Western Wealth Management
Colorado
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRI
301
Colonial River Investments
Virginia
$562K – – –
IAN
302
Integrated Advisors Network
Texas
$562K +$1.27K +29 +0.2%
PFA
303
Pinnacle Family Advisors
Missouri
$548K -$19.9K -454 -4%
TSS
304
Two Sigma Securities
New York
$534K +$534K +12,150 New
PCS
305
Personal CFO Solutions
New Jersey
$521K +$291K +6,627 +127%
OMC
306
Old Mission Capital
Illinois
$518K -$188K -4,274 -27%
EWM
307
Echo Wealth Management
Minnesota
$515K -$3.99M -85,479 -89%
GM
308
GeoWealth Management
Illinois
$491K -$488K -11,084 -50%
CPIG
309
Chicago Partners Investment Group
Illinois
$464K +$439 +9 +0.1%
GWM
310
GDS Wealth Management
Texas
$462K -$120K -2,735 -21%
VWA
311
V Wealth Advisors
Kansas
$455K +$27.3K +621 +6%
GCM
312
Gallacher Capital Management
Colorado
$455K +$455K +10,357 New
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$446K -$513K -11,164 -54%
APWA
314
Atlas Private Wealth Advisors
New Jersey
$442K +$37.5K +854 +9%
KFA
315
Kapstone Financial Advisors
Ohio
$440K +$440K +8,991 New
NWMG
316
National Wealth Management Group
Ohio
$440K -$404K -9,204 -48%
AIC
317
Archer Investment Corporation
Indiana
$437K -$18.4K -418 -4%
EC
318
EdgeRock Capital
Colorado
$433K +$126K +2,864 +41%
PWM
319
Prosperity Wealth Management
California
$419K +$419K +9,540 New
CA
320
Continuum Advisory
Idaho
$413K -$677K -15,408 -62%
TP
321
Tranquility Partners
Tennessee
$402K -$7.03K -160 -2%
PCIA
322
Prime Capital Investment Advisors
Kansas
$401K +$401K +9,134 New
TCM
323
True Capital Management
California
$400K +$400K +9,110 New
DC
324
Davenport & Co
Virginia
$400K +$76.7K +1,744 +24%
HW
325
Hamilton Wealth
California
$397K +$2.2K +50 +0.6%
11 12
13
14 15