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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

407 hedge funds and large institutions have $4.99B invested in First Trust Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 182 increasing their positions, 162 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
7.04%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.78%
New
31
Increased
182
Reduced
162
Closed
25
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
SWMG
Sanchez Wealth Management Group
Florida
$11.8M
2
AF
Allworth Financial
California
$7.35M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$97.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$112M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
$5.91M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$156M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$237M
3
Bank of America
Bank of America
North Carolina
$182M
4
Morgan Stanley
Morgan Stanley
New York
$526M
5
RJA
Raymond James & Associates
Florida
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
351
Independent Wealth Network
Iowa
$205K +$205K +5,264 New
Fidelity Investments
352
Fidelity Investments
Massachusetts
$204K -$36.9K -947 -15%
PCS
353
Personal CFO Solutions
New Jersey
$203K +$203K +5,228 New
SAM
354
Strategy Asset Managers
California
$203K +$203K +5,233 New
HI
355
Hudock Inc
Pennsylvania
$200K -$8.63K -222 -4%
CTC
356
Central Trust Company
Missouri
$172K +$50.8K +1,309 +42%
ADL
357
Asset Dedication LLC
California
$158K +$16K +414 +11%
AF
358
Advisornet Financial
Minnesota
$140K +$25.8K +666 +23%
CAL
359
Capital Analysts LLC
Pennsylvania
$127K +$64.4K +1,652 +103%
BEI
360
Benjamin Edwards Inc
Missouri
$123K -$4.69K -121 -4%
M1FG
361
Mach-1 Financial Group
Arkansas
$121K -$3.83K -100 -3%
EW
362
Element Wealth
Mississippi
$113K +$31.2K +801 +38%
ST
363
Smithfield Trust
Pennsylvania
$109K +$12.3K +317 +13%
TSWM
364
Tyler-Stone Wealth Management
Ohio
$100K +$391 +10 +0.4%
CA
365
Clearstead Advisors
Ohio
$97K – – –
PFBT
366
Parkside Financial Bank & Trust
Missouri
$97K – – –
S
367
SignatureFD
Georgia
$93K -$14.9K -385 -14%
CMP
368
Coston McIsaac & Partners
Maine
$80K – – –
CA
369
Crewe Advisors
Utah
$78K – – –
HGERS
370
Householder Group Estate & Retirement Specialist
Arizona
$69K +$69K +1,789 New
CWM
371
Cranbrook Wealth Management
Michigan
$67K – – –
TAM
372
Tucker Asset Management
Colorado
$62.8K +$34.3K +785 +120%
IWP
373
IAG Wealth Partners
Wisconsin
$62K +$62K +1,600 New
LFG
374
Larson Financial Group
Missouri
$57K +$39 +1 +0.1%
NFSG
375
Newbridge Financial Services Group
Florida
$55K -$72.2K -1,841 -57%
13 14
15
16 17