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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 %
PSF
351
Pacific Sun Financial
California
$313K -$9.42K -205 -3%
KIG
352
Kowal Investment Group
Wisconsin
$311K -$2.71K -59 -0.9%
GFA
353
Gallagher Fiduciary Advisors
Illinois
$303K – – –
RDWM
354
Red Door Wealth Management
Tennessee
$300K – – –
DC
355
Davenport & Co
Virginia
$298K +$14.2K +309 +5%
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K +$285K +6,240 New
WIM
357
Westside Investment Management
California
$284K – – –
FFA
358
Founders Financial Alliance
North Carolina
$278K +$827 +18 +0.3%
FOFP
359
Fee-Only Financial Planning
South Carolina
$269K – – –
KWM
360
Keebeck Wealth Management
Illinois
$269K -$13.2M -286,890 -98%
Fidelity Investments
361
Fidelity Investments
Massachusetts
$264K -$47K -1,023 -15%
WAM
362
WealthTrust Asset Management
Florida
$263K -$4.5K -98 -2%
DFA
363
DHJJ Financial Advisors
Illinois
$261K -$1.1K -24 -0.4%
SF
364
Synovus Financial
Georgia
$260K -$1.15K -25 -0.4%
QPW
365
Quantum Private Wealth
Florida
$257K – – –
TRCT
366
Tower Research Capital (TRC)
New York
$253K +$223K +4,856 +748%
WA
367
Waverly Advisors
Alabama
$250K +$250K +5,447 New
ATPW
368
Ashton Thomas Private Wealth
Arizona
$248K +$248K +5,392 New
PMG
369
ProVise Management Group
Florida
$248K +$248K +5,388 New
TSS
370
Two Sigma Securities
New York
$246K +$246K +5,351 New
CAP
371
Columbia Advisory Partners
Washington
$246K -$100K -2,185 -29%
SAM
372
Strategy Asset Managers
California
$245K +$4.32K +94 +2%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$244K +$244K +5,315 New
BFG
374
Bleakley Financial Group
New Jersey
$243K -$3.95K -86 -2%
TA
375
TruWealth Advisors
Louisiana
$238K +$38.2K +831 +19%
13 14
15
16 17