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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 %
Millennium Management
376
Millennium Management
New York
$236K +$236K +5,129 New
CA
377
Clearstead Advisors
Ohio
$230K +$115K +2,503 +100%
ET
378
Equitable Trust
Tennessee
$230K +$230K +5,000 New
DAS
379
Dynamic Advisor Solutions
Arizona
$229K +$23.4K +510 +11%
IWN
380
Independent Wealth Network
Iowa
$229K +$4.5K +98 +2%
XWM
381
Xcel Wealth Management
Florida
$222K – – –
LA
382
Lynch & Associates
Indiana
$217K +$217K +4,717 New
AFC
383
AFT Forsyth & Company
Florida
$216K +$276 +6 +0.1%
KWA
384
Kingswood Wealth Advisors
California
$216K +$216K +4,699 New
KIG
385
Kennedy Investment Group
New Jersey
$215K -$6.34K -138 -3%
WP
386
WealthPLAN Partners
Nebraska
$212K – – –
GWM
387
GDS Wealth Management
Texas
$210K -$2.76K -60 -1%
TAM
388
Tucker Asset Management
Colorado
$195K +$72.8K +1,584 +60%
LFA
389
Laraway Financial Advisors
Minnesota
$188K -$40K -870 -18%
HGERS
390
Householder Group Estate & Retirement Specialist
Arizona
$187K +$187K +4,063 New
AIC
391
Archer Investment Corporation
Indiana
$185K +$92 +2 +0%
GM
392
GeoWealth Management
Illinois
$184K -$3.37M -72,482 -95%
ADL
393
Asset Dedication LLC
California
$168K – – –
SS
394
Sunbelt Securities
Texas
$162K +$460 +10 +0.3%
BEI
395
Benjamin Edwards Inc
Missouri
$154K – – –
SIS
396
Strategic Investment Solutions
Illinois
$139K +$139K +2,943 New
CB
397
Centennial Bank
Arkansas
$138K – – –
TSWM
398
Tyler-Stone Wealth Management
Ohio
$129K +$413 +9 +0.3%
ST
399
Smithfield Trust
Pennsylvania
$127K – – –
AF
400
Advisornet Financial
Minnesota
$125K +$8.46K +184 +7%
14 15
16
17 18