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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

405 hedge funds and large institutions have $5.47B invested in First Trust Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 207 increasing their positions, 135 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-19
Holders Change %
-4.48%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.79%
New
33
Increased
207
Reduced
135
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$205M
2
FTS
Fifth Third Securities
Ohio
$31.2M
3
LPL Financial
LPL Financial
California
$645M
4
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$68.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$385M
2
ODFS
O'Donnell Financial Services
California
$588K
3
Morgan Stanley
Morgan Stanley
New York
$581M
4
Bank of America
Bank of America
North Carolina
$219M
5
Stifel Financial
Stifel Financial
Missouri
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
401
Macroview Investment Management
Maryland
$4K +$4K +91 New
PP
402
Pacifica Partners
Canada
$2K -$5.83K -172 -74%
BRWM
403
B. Riley Wealth Management
Tennessee
$1.69K -$2.97K -72,512 -64%
GFPC
404
Global Financial Private Client
Florida
$1.31K -$4.06K -96 -76%
WIM
405
Westside Investment Management
California
$191 – – –
PCM
406
Presidio Capital Management
California
– -$18.7M -382,023 Closed
AWM
407
Axxcess Wealth Management
California
– -$18.7M -382,023 Closed
BFA
408
Beaumont Financial Advisors
Massachusetts
– -$14.1M -287,572 Closed
SMF
409
Sterling Manor Financial
New York
– -$11M -223,968 Closed
FF
410
Financial Futures
New Jersey
– -$5.13M -104,722 Closed
BIM
411
Bullseye Investment Management
Ohio
– -$4.66M -95,145 Closed
PWM
412
PRW Wealth Management
Massachusetts
– -$3.67M -74,835 Closed
PAG
413
Private Advisory Group
Washington
– -$3.39M -69,153 Closed
AFA
414
American Financial Advisors
Georgia
– -$1.36M -27,823 Closed
EF
415
Empowered Funds
Pennsylvania
– -$1.33M -27,140 Closed
WEG
416
World Equity Group
Illinois
– -$1.31M -26,722 Closed
HSA
417
HBK Sorce Advisory
Pennsylvania
– -$1.18M -24,019 Closed
MA
418
MBA Advisors
Pennsylvania
– -$1.17M -23,819 Closed
BFA
419
Brendel Financial Advisors
New Hampshire
– -$880K -17,951 Closed
BCM
420
Barometer Capital Management
Ontario, Canada
– -$858K -17,500 Closed
LSA
421
Lion Street Advisors
Texas
– -$713K -14,604 Closed
FWA
422
FSC Wealth Advisors
New York
– -$696K -14,194 Closed
JWM
423
Jackson Wealth Management
Florida
– -$545K -11,132 Closed
MC
424
Moors & Cabot
Massachusetts
– -$541K -11,037 Closed
MHS
425
M Holdings Securities
Oregon
– -$484K -9,882 Closed
15 16
17
18 19