RDVY icon

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$385M
2
ODFS
2
O'Donnell Financial Services
California
$588K
3
Morgan Stanley
3
Morgan Stanley
New York
$581M
4
Bank of America
4
Bank of America
North Carolina
$219M
5
Stifel Financial
5
Stifel Financial
Missouri
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
426
Wealth Advisory Solutions
Indiana
– -$418K -8,533 Closed
NFG
427
Nadler Financial Group
Illinois
– -$409K -8,345 Closed
OWM
428
OneAscent Wealth Management
Alabama
– -$397K -8,100 Closed
TA
429
TrueWealth Advisors
Alabama
– -$310K -5,989 Closed
RWA
430
Redhawk Wealth Advisors
Minnesota
– -$287K -5,858 Closed
BAS
431
Brown Advisory Securities
Maryland
– -$273K -5,565 Closed
PBF
432
Petix & Botte Financial
California
– -$264K -5,380 Closed
YIH
433
Y-Intercept (HK)
Hong Kong
– -$262K -5,356 Closed
CCG
434
Cypress Capital Group
Florida
– -$260K -5,330 Closed
SAM
435
Strategy Asset Managers
California
– -$256K -5,233 Closed
WCM
436
WealthBridge Capital Management
Ohio
– -$243K -4,952 Closed
CA
437
Calton & Associates
Florida
– -$234K -4,791 Closed
AFC
438
AFT Forsyth & Company
Florida
– -$229K -4,676 Closed
MA
439
Mezzasalma Advisors
New Jersey
– -$224K -4,577 Closed
AIP
440
Almanack Investment Partners
Pennsylvania
– -$218K -4,455 Closed
FZCM
441
Flynn Zito Capital Management
New York
– -$216K -4,418 Closed
IWA
442
IBEX Wealth Advisors
New Jersey
– -$213K -4,347 Closed
Creative Planning
443
Creative Planning
Kansas
– -$213K -4,344 Closed
TCA
444
Transcend Capital Advisors
New Jersey
– -$200K -4,083 Closed
BFC
445
Bedel Financial Consulting
Indiana
– -$79K -1,613 Closed
OSAM
446
O'Shaughnessy Asset Management
Connecticut
– -$52K -1,056 Closed
Bessemer Group
447
Bessemer Group
New Jersey
– -$37K -745 Closed
FFA
448
Freedman Financial Associates
Massachusetts
– -$20K -409 Closed
MAM
449
Meeder Asset Management
Ohio
– -$14K -292 Closed
BBHC
450
Brown Brothers Harriman & Co
New York
– -$11K -234 Closed
15 16 17
18
19