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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

430 hedge funds and large institutions have $5.44B invested in First Trust Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 169 increasing their positions, 192 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
–
Holders Change %
0%
% of All Funds
6.78%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.62%
New
33
Increased
169
Reduced
192
Closed
26
Calls
–
Puts
$2.9M
Net Calls
-$2.9M
Net Calls Change
-$2.9M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$19M
2
LPL Financial
2
LPL Financial
California
$727M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$235M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$135M
5
Ameriprise
5
Ameriprise
Minnesota
$183M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$363M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
PAG
3
Private Advisor Group
New Jersey
$56.1M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$13.1M
5
RJA
5
Raymond James & Associates
Florida
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
351
Westside Investment Management
California
$291K – – –
DC
352
Davenport & Co
Virginia
$290K -$99.9K -2,121 -26%
CWG
353
Crown Wealth Group
North Carolina
$289K -$63.8K -1,355 -18%
FPCG
354
Forum Private Client Group
Indiana
$287K -$30.2K -641 -10%
FFA
355
Founders Financial Alliance
North Carolina
$284K +$16.6K +352 +6%
SFPG
356
Stonebridge Financial Planning Group
Florida
$279K +$279K +5,927 New
FOFP
357
Fee-Only Financial Planning
South Carolina
$276K – – –
WAM
358
WealthTrust Asset Management
Florida
$274K +$94 +2 +0%
CA
359
Calton & Associates
Florida
$272K -$164K -3,475 -38%
DFA
360
DHJJ Financial Advisors
Illinois
$269K +$1.46K +31 +0.5%
SF
361
Synovus Financial
Georgia
$267K +$1.32K +28 +0.5%
QPW
362
Quantum Private Wealth
Florida
$263K +$4.29K +91 +2%
CS
363
Capital Square
Tennessee
$263K +$94 +2 +0%
BFG
364
Bleakley Financial Group
New Jersey
$253K +$253K +5,375 New
SAM
365
Strategy Asset Managers
California
$246K – – –
LFA
366
Laraway Financial Advisors
Minnesota
$233K -$4.85K -103 -2%
IWN
367
Independent Wealth Network
Iowa
$230K +$7.35K +156 +3%
XWM
368
Xcel Wealth Management
Florida
$227K – – –
KIG
369
Kennedy Investment Group
New Jersey
$227K -$2.64K -56 -1%
AFC
370
AFT Forsyth & Company
Florida
$221K +$188 +4 +0.1%
GWM
371
GDS Wealth Management
Texas
$218K -$38.8K -824 -15%
WP
372
WealthPLAN Partners
Nebraska
$217K +$16.2K +345 +8%
DAS
373
Dynamic Advisor Solutions
Arizona
$211K +$211K +4,476 New
IWA
374
Inspirion Wealth Advisors
Illinois
$208K -$2.36K -50 -1%
TA
375
TruWealth Advisors
Louisiana
$204K +$204K +4,340 New
13 14
15
16 17