RDVY icon

First Trust Rising Dividend Achievers ETF

430 hedge funds and large institutions have $5.44B invested in First Trust Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 169 increasing their positions, 192 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
Holders Change %
0%
% of All Funds
6.78%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.62%
New
33
Increased
169
Reduced
192
Closed
26
Calls
Puts
$2.9M
Net Calls
-$2.9M
Net Calls Change
-$2.9M
Name Holding Trade Value Shares
Change
Shares
Change %
OIS
401
Okabena Investment Services
Minnesota
$74.5K +$74.5K +1,582 New
LFG
402
Larson Financial Group
Missouri
$69.7K +$47 +1 +0.1%
VF
403
VitalStone Financial
Texas
$65K -$937K -21,996 -94%
GGI
404
Godsey & Gibb Inc
Virginia
$64.7K
NBT
405
Northwest Bank & Trust
Iowa
$51.7K +$51.7K +1,097 New
CTC
406
Central Trust Company
Missouri
$50.4K -$53.1K -1,127 -51%
WP
407
WealthShield Partners
North Carolina
$49.9K
LOIP
408
Live Oak Investment Partners
Texas
$46.7K
KFI
409
Key Financial Inc
Pennsylvania
$45.6K +$5.42K +115 +13%
RCM
410
Raleigh Capital Management
North Carolina
$42.6K -$2.26K -48 -5%
PB
411
Pinnacle Bancorp
Nebraska
$36.5K +$28.3K +600 +343%
BCMLT
412
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.7K +$28.3K +600 +638%
TRCT
413
Tower Research Capital (TRC)
New York
$30.6K -$664K -14,094 -96%
SWM
414
Sanctuary Wealth Management
Idaho
$24.3K +$24.3K +516 New
WAM
415
Worth Asset Management
Texas
$18.3K -$23.4K -496 -56%
NFSG
416
Newbridge Financial Services Group
Florida
$17.4K
CIA
417
Cape Investment Advisory
Georgia
$14.1K +$4.71K +100 +50%
SC
418
Stephens Consulting
Michigan
$13.5K
CTWM
419
Cherry Tree Wealth Management
Minnesota
$13.3K +$13.3K +282 New
BWA
420
BDO Wealth Advisors
Florida
$9.8K
PA
421
Parallel Advisors
California
$8.57K +$8.57K +182 New
National Bank of Canada
422
National Bank of Canada
Quebec, Canada
$7.6K
SIS
423
Sound Income Strategies
Florida
$7.59K +$7.59K +161 New
BCM
424
Bourgeon Capital Management
Connecticut
$6.92K
HWA
425
HHM Wealth Advisors
Tennessee
$6.36K