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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

435 hedge funds and large institutions have $5.59B invested in First Trust Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 196 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+28
Holders Change %
+6.88%
% of All Funds
7.02%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
57
Increased
143
Reduced
196
Closed
21
Calls
$2.64M
Puts
–
Net Calls
+$2.64M
Net Calls Change
+$2.43M

Top Buyers

1
Mariner
Mariner
Kansas
$23.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18.3M
3
KAS
Kestra Advisory Services
Texas
$78.1M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$25.9M
5
FTS
Fifth Third Securities
Ohio
$43.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$537M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$234M
3
Osaic Holdings
Osaic Holdings
Arizona
$174M
4
Bank of America
Bank of America
North Carolina
$178M
5
WWM
Western Wealth Management
Colorado
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
426
HHM Wealth Advisors
Tennessee
$5.93K – – –
BC
427
Bartlett & Co
Ohio
$5K – – –
BCWM
428
Bartlett & Co Wealth Management
Ohio
$4.83K – – –
BCMLT
429
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.13K – – –
IFAM
430
Institutional & Family Asset Management
Colorado
$2.77K – – –
HNWAG
431
High Net Worth Advisory Group
Florida
$2.02K -$7.51K -171 -79%
FA
432
Fiduciary Alliance
South Carolina
$1.92K +$1.92K +44 New
BWL
433
Bogart Wealth LLC
Virginia
$483 – – –
WIM
434
Westside Investment Management
California
$271 +$66 +1,500 +32%
CMP
435
Coston McIsaac & Partners
Maine
$90 – – –
HNB
436
Huntington National Bank
Ohio
$44 – – –
AWM
437
Affinity Wealth Management
Delaware
– -$19.4M -498,444 Closed
RA
438
RiverTree Advisors
Florida
– -$6.64M -170,688 Closed
SI
439
Saxon Interests
Texas
– -$4.9M -117,556 Closed
TCM
440
Triumph Capital Management
Colorado
– -$1.56M -39,996 Closed
MFG
441
Magnus Financial Group
New York
– -$981K -25,226 Closed
LSA
442
Lion Street Advisors
Texas
– -$586K -15,103 Closed
WIA
443
World Investment Advisors
California
– -$546K -14,034 Closed
PWP
444
Pursue Wealth Partners
California
– -$467K -12,000 Closed
ACG
445
Allen Capital Group
Nebraska
– -$337K -8,672 Closed
SWM
446
Stockman Wealth Management
Montana
– -$320K -8,234 Closed
WIM
447
Warwick Investment Management
Texas
– -$302K -7,760 Closed
GW
448
GW & Wade
Massachusetts
– -$268K -6,903 Closed
TWM
449
Triton Wealth Management
Arizona
– -$227K -5,463 Closed
M1FG
450
Mach-1 Financial Group
Arkansas
– -$121K -3,157 Closed
15 16 17
18
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