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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 %
VCM
301
Virtue Capital Management
Tennessee
$625K – – –
MCM
302
MAI Capital Management
Ohio
$607K -$31.2K -678 -5%
TCWM
303
Total Clarity Wealth Management
Illinois
$607K -$659K -14,341 -52%
TP
304
Tranquility Partners
Tennessee
$600K +$75.5K +1,644 +14%
PWM
305
Perigon Wealth Management
California
$600K -$85.7K -1,866 -13%
PAS
306
Park Avenue Securities
New York
$594K +$594K +12,931 New
PFA
307
Pinnacle Family Advisors
Missouri
$580K -$35.2K -766 -6%
FZCM
308
Flynn Zito Capital Management
New York
$580K +$2.8K +61 +0.5%
HSA
309
HBK Sorce Advisory
Pennsylvania
$564K +$38.5K +837 +7%
AFG
310
Atomi Financial Group
New York
$556K +$556K +12,103 New
HWP
311
Hibernia Wealth Partners
Louisiana
$548K +$548K +11,935 New
WC
312
Waterloo Capital
Texas
$546K -$921K -20,048 -63%
LAM
313
LifePro Asset Management
California
$542K -$94.1K -2,047 -15%
SAM
314
Sequent Asset Management
Texas
$516K – – –
KFA
315
Kapstone Financial Advisors
Ohio
$511K -$24K -523 -4%
XF
316
XML Financial
Maryland
$484K -$128K -2,788 -21%
IF
317
Intrua Financial
Texas
$483K +$14.3K +311 +3%
EC
318
EdgeRock Capital
Colorado
$482K +$89.3K +1,944 +23%
SFPG
319
Stonebridge Financial Planning Group
Florida
$475K +$202K +4,405 +74%
CF
320
Centaurus Financial
California
$472K -$48.3K -1,053 -9%
IAN
321
Integrated Advisors Network
Texas
$471K -$106K -2,305 -18%
PA
322
PSI Advisors
Florida
$471K -$84K -1,829 -15%
BCM
323
Barometer Capital Management
Ontario, Canada
$469K -$82.7K -1,800 -15%
LS
324
Leelyn Smith
Illinois
$453K +$453K +9,866 New
OFS
325
OneAscent Financial Services
Alabama
$453K +$30.7K +667 +7%
11 12
13
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