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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$156M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$237M
3
Bank of America
3
Bank of America
North Carolina
$182M
4
Morgan Stanley
4
Morgan Stanley
New York
$526M
5
RJA
5
Raymond James & Associates
Florida
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
376
Burleson & Co
California
$55K +$55K +1,417 New
WA
377
Win Advisors
Florida
$47K -$45.9K -1,189 -49%
RCM
378
Raleigh Capital Management
North Carolina
$37K -$964 -25 -3%
KFI
379
Key Financial Inc
Pennsylvania
$33K – – –
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$25K -$11.8K -275 -32%
TFM
381
TFC Financial Management
Massachusetts
$25K +$25K +631 New
HPC
382
HM Payson & Co
Maine
$16K – – –
LS
383
Leelyn Smith
Illinois
$15K – – –
OPW
384
Oxler Private Wealth
New York
$11.5K +$11.5K +120 New
SC
385
Stephens Consulting
Michigan
$11.1K – – –
FWM
386
Focused Wealth Management
New York
$10K +$10K +255 New
FHC
387
First Heartland Consultants
Missouri
$9.17K -$4.63K -119,082 -34%
GTAM
388
Global Trust Asset Management
Florida
$8K – – –
HNWAG
389
High Net Worth Advisory Group
Florida
$8K – – –
CCM
390
Covington Capital Management
California
$8K – – –
SAM
391
Strategic Asset Management
Minnesota
$7K – – –
PB
392
Pinnacle Bancorp
Nebraska
$7K – – –
AIM
393
Axiom Investment Management
New York
$7K +$7K +185 New
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$6K -$4.57K -115 -43%
BCM
395
Bourgeon Capital Management
Connecticut
$6K – – –
HWA
396
HHM Wealth Advisors
Tennessee
$5K -$10.3K -278 -67%
BCWM
397
Bartlett & Co Wealth Management
Ohio
$4.28K – – –
BC
398
Bartlett & Co
Ohio
$4K – – –
BCMLT
399
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
MOS
400
MGO One Seven
Ohio
$3.61K -$436 -11,218 -11%
14 15
16
17 18