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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 %
PBF
351
Petix & Botte Financial
California
$264K +$264K +5,380 New
YIH
352
Y-Intercept (HK)
Hong Kong
$262K -$552K -11,280 -68%
CCG
353
Cypress Capital Group
Florida
$260K +$260K +5,330 New
CS
354
Capital Square
Tennessee
$258K +$67.4K +1,378 +35%
TWM
355
Triton Wealth Management
Arizona
$256K – – –
Fidelity Investments
356
Fidelity Investments
Massachusetts
$256K +$65.8K +1,346 +35%
SAM
357
Strategy Asset Managers
California
$256K +$256K +5,233 New
ZIG
358
Zullo Investment Group
Pennsylvania
$253K +$253K +5,167 New
FFA
359
Founders Financial Alliance
North Carolina
$249K +$589 +12 +0.2%
1W
360
1776 Wealth
Georgia
$246K +$246K +5,026 New
ACM
361
Anfield Capital Management
California
$245K – – –
WCM
362
WealthBridge Capital Management
Ohio
$243K -$197K -4,009 -45%
WAM
363
WealthTrust Asset Management
Florida
$239K +$9.79K +200 +4%
CA
364
Calton & Associates
Florida
$234K -$20.1K -412 -8%
PSF
365
Pacific Sun Financial
California
$234K +$234K +4,775 New
IWA
366
Inspirion Wealth Advisors
Illinois
$230K +$230K +4,694 New
AFC
367
AFT Forsyth & Company
Florida
$229K -$6.02K -123 -3%
OIM
368
Oder Investment Management
California
$227K +$227K +4,638 New
MA
369
Mezzasalma Advisors
New Jersey
$224K -$1.03K -21 -0.5%
DFA
370
DHJJ Financial Advisors
Illinois
$223K +$223K +4,569 New
AIP
371
Almanack Investment Partners
Pennsylvania
$218K +$1.27K +26 +0.6%
MFG
372
Magnus Financial Group
New York
$217K +$217K +4,430 New
FZCM
373
Flynn Zito Capital Management
New York
$216K +$21.9K +447 +11%
IWA
374
IBEX Wealth Advisors
New Jersey
$213K +$6.52K +133 +3%
Creative Planning
375
Creative Planning
Kansas
$213K +$213K +4,344 New
13 14
15
16 17