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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

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

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$19M
2
LPL Financial
2
LPL Financial
California
$727M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$235M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$135M
5
Ameriprise
5
Ameriprise
Minnesota
$183M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$363M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
PAG
3
Private Advisor Group
New Jersey
$56.1M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$13.1M
5
RJA
5
Raymond James & Associates
Florida
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
426
Brown, Lisle/Cummings
Rhode Island
$5.75K +$5.75K +122 New
TWM
427
Tradition Wealth Management
Minnesota
$5K +$5K +114 New
WWP
428
WR Wealth Planners
Missouri
$4.71K – – –
IFAM
429
Institutional & Family Asset Management
Colorado
$2.97K – – –
CSC
430
Caldwell Sutter Capital
California
$1.88K – – –
BWL
431
Bogart Wealth LLC
Virginia
$518 – – –
FA
432
Fiduciary Alliance
South Carolina
$6 – – –
AT
433
American Trust
Kentucky
– -$3.32M -131,008 Closed
WA
434
Waverly Advisors
Alabama
– -$4.3M -95,738 Closed
BIM
435
Bullseye Investment Management
Ohio
– -$2.05M -45,618 Closed
HF
436
HRT Financial
New York
– -$1.37M -30,423 Closed
IWP
437
Icon Wealth Partners
Texas
– -$1.33M -29,672 Closed
IWM
438
Iams Wealth Management
Nebraska
– -$1.27M -28,687 Closed
GCP
439
GSA Capital Partners
United Kingdom
– -$607K -13,534 Closed
PWM
440
Prosperity Wealth Management
California
– -$369K -8,224 Closed
PI
441
PFG Investments
New York
– -$360K -8,027 Closed
JWM
442
Jackson Wealth Management
Florida
– -$338K -7,529 Closed
EE
443
EWG Elevate
California
– -$298K -6,635 Closed
TSS
444
Two Sigma Securities
New York
– -$288K -6,410 Closed
ZIMP
445
Zimmermann Investment Management & Planning
Pennsylvania
– -$249K -5,559 Closed
GCM
446
Gallacher Capital Management
Colorado
– -$229K -5,096 Closed
Creative Planning
447
Creative Planning
Kansas
– -$209K -4,652 Closed
TC
448
TownSquare Capital
Utah
– -$203K -4,531 Closed
BAM
449
Belpointe Asset Management
Nevada
– -$154K -3,435 Closed
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
– -$56.8K -1,266 Closed
15 16 17
18
19