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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 %
WA
326
Win Advisors
Florida
$426K -$108K -2,348 -20%
OL
327
Owen LaRue
Kentucky
$422K -$1.29K -28 -0.3%
KWS
328
Keystone Wealth Services
California
$421K -$101K -2,203 -19%
KAM
329
Kraft Asset Management
Tennessee
$418K +$418K +9,107 New
SMC
330
Smith, Moore & Co
Missouri
$417K – – –
SFWC
331
Strategic Family Wealth Counselors
New Jersey
$414K +$27.6K +601 +7%
GWM
332
Greenwich Wealth Management
Connecticut
$409K -$82.4K -1,792 -17%
CIBC World Market
333
CIBC World Market
Ontario, Canada
$407K +$65.7K +1,431 +19%
ZIG
334
Zullo Investment Group
Pennsylvania
$405K +$43.9K +955 +12%
PCIA
335
Prime Capital Investment Advisors
Kansas
$395K -$35.7K -778 -8%
LI
336
LVZ Inc
Michigan
$379K +$32.6K +710 +9%
1W
337
1776 Wealth
Georgia
$379K – – –
SWM
338
SFG Wealth Management
Maryland
$371K -$14.9K -325 -4%
OPA
339
Old Port Advisors
Maine
$358K +$358K +7,795 New
BTWM
340
Baker Tilly Wealth Management
Wisconsin
$355K – – –
CP
341
Castleview Partners
Texas
$354K +$22.1K +481 +7%
MCC
342
Money Concepts Capital
Florida
$353K +$53.2K +1,157 +18%
SEP
343
Southland Equity Partners
Missouri
$344K +$8.32K +181 +2%
M1FG
344
Mach-1 Financial Group
Arkansas
$343K -$125K -2,710 -27%
NWMG
345
National Wealth Management Group
Ohio
$339K -$126K -2,736 -27%
FC
346
Forte Capital
New York
$326K +$15.6K +340 +5%
PWP
347
Principle Wealth Partners
Connecticut
$322K -$27.5K -599 -8%
CL
348
Choreo LLC
Illinois
$317K -$43.4K -944 -12%
CA
349
Continuum Advisory
Idaho
$316K +$4.73K +103 +2%
SL
350
Salomon & Ludwin
Virginia
$314K +$314K +6,834 New
12 13
14
15 16