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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 %
IF
326
Intrua Financial
Texas
$393K +$69.9K +1,552 +22%
SWM
327
SFG Wealth Management
Maryland
$385K -$68.6K -1,562 -15%
AIP
328
Ahrens Investment Partners
Louisiana
$347K +$347K +7,900 New
BF
329
BOK Financial
Oklahoma
$344K +$104K +2,361 +43%
OPA
330
Old Port Advisors
Maine
$342K – – –
PWP
331
Principle Wealth Partners
Connecticut
$336K -$43.3K -986 -11%
CWG
332
Crown Wealth Group
North Carolina
$331K – – –
CAC
333
Certified Advisory Corp
Florida
$328K +$328K +7,473 New
FC
334
Forte Capital
New York
$328K +$30.9K +703 +10%
SMC
335
Smith, Moore & Co
Missouri
$327K +$38.9K +885 +14%
ZIG
336
Zullo Investment Group
Pennsylvania
$326K +$16.5K +375 +5%
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$325K +$325K +7,399 New
KIG
338
Kowal Investment Group
Wisconsin
$321K -$69.4K -1,580 -18%
AWM
339
Apollon Wealth Management
South Carolina
$315K -$219K -4,991 -41%
BTWM
340
Baker Tilly Wealth Management
Wisconsin
$308K – – –
PSF
341
Pacific Sun Financial
California
$306K +$11.4K +260 +4%
LFA
342
Laraway Financial Advisors
Minnesota
$306K +$132 +3 +0%
CP
343
Castleview Partners
Texas
$305K +$32.4K +737 +12%
VAS
344
Vestmark Advisory Solutions
Massachusetts
$304K -$149K -3,402 -33%
DI
345
DFPG Investments
Utah
$303K – – –
1W
346
1776 Wealth
Georgia
$302K +$302K +6,871 New
PFG
347
Prosperity Financial Group
California
$301K +$301K +6,851 New
OFS
348
OneAscent Financial Services
Alabama
$299K -$957K -21,815 -76%
SFWC
349
Strategic Family Wealth Counselors
New Jersey
$293K -$1.01K -23 -0.3%
F
350
F3Logic
Minnesota
$289K -$24.2K -550 -8%
12 13
14
15 16