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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 %
WAM
401
Worth Asset Management
Texas
$3K -$938 -25 -24%
IFAM
402
Institutional & Family Asset Management
Colorado
$2K +$2K +63 New
Bank of Montreal
403
Bank of Montreal
Ontario, Canada
$882 +$882 +20,853 New
PWP
404
Principle Wealth Partners
Connecticut
$336 -$7.88K -202,636 -96%
WIM
405
Westside Investment Management
California
$181 – – –
SAM
406
Secure Asset Management
Michigan
– -$5.38M -131,345 Closed
BAWC
407
Boyce & Associates Wealth Consulting
Texas
– -$3.45M -84,224 Closed
AFS
408
AFG Fiduciary Services
Massachusetts
– -$2.98M -72,877 Closed
SIM
409
Seaview Investment Managers
Florida
– -$2.71M -66,203 Closed
HF
410
HRT Financial
New York
– -$1.88M -46,050 Closed
E
411
Ergoteles
New York
– -$1.73M -42,335 Closed
Qube Research & Technologies (QRT)
412
Qube Research & Technologies (QRT)
United Kingdom
– -$874K -21,354 Closed
SAM
413
Stansberry Asset Management
Texas
– -$747K -18,265 Closed
SWM
414
SeaCrest Wealth Management
New York
– -$726K -17,737 Closed
TI
415
Tidal Investments
Wisconsin
– -$702K -17,161 Closed
ODFS
416
O'Donnell Financial Services
California
– -$588K -14,366 Closed
ZB
417
Zions Bancorporation
Utah
– -$540K -13,187 Closed
ARC
418
Advisor Resource Council
Texas
– -$365K -8,932 Closed
OCM
419
One Capital Management
California
– -$340K -8,309 Closed
TI
420
Trexquant Investment
Connecticut
– -$224K -5,475 Closed
1W
421
1776 Wealth
Georgia
– -$206K -5,026 Closed
ACM
422
Anfield Capital Management
California
– -$205K -5,000 Closed
AP
423
Arlington Partners
Alabama
– -$176K -4,291 Closed
PFGIA
424
Patriot Financial Group Insurance Agency
Massachusetts
– -$139K -3,400 Closed
CAPTRUST Financial Advisors
425
CAPTRUST Financial Advisors
North Carolina
– -$88K -2,157 Closed
14 15 16
17
18