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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

441 hedge funds and large institutions have $5.51B invested in First Trust Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
7.03%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.7%
New
47
Increased
191
Reduced
160
Closed
32
Calls
$51K
Puts
–
Net Calls
+$51K
Net Calls Change
+$2.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$44.6M
2
LPL Financial
LPL Financial
California
+$31.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$23.6M
4
AWM
Affinity Wealth Management
Delaware
+$15.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.2M

Top Sellers

1
ACM
Advance Capital Management
Michigan
-$17.9M
2
KWM
Keebeck Wealth Management
Illinois
-$13.2M
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
-$5.3M
4
SA
SFI Advisors
New Jersey
-$4.65M
5
C
CEDRUS
Colorado
-$4.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
426
MCF Advisors
Kentucky
$13K +$13K +282 New
HBW
427
Hazlett, Burt & Watson
West Virginia
$12K +$12K +255 New
S
428
Syntrinsic
Colorado
$10.3K +$10.3K +224 New
NFSG
429
Newbridge Financial Services Group
Florida
$9.65K -$7.35K -160 -43%
National Bank of Canada
430
National Bank of Canada
Quebec, Canada
$7.67K – – –
BTI
431
Blue Trust Inc
Georgia
$7K +$7K +151 New
BCM
432
Bourgeon Capital Management
Connecticut
$6.76K – – –
PA
433
Parallel Advisors
California
$5.61K -$2.76K -60 -33%
BLC
434
Brown, Lisle/Cummings
Rhode Island
$5.61K – – –
TWM
435
Tradition Wealth Management
Minnesota
$5K – – –
WWP
436
WR Wealth Planners
Missouri
$4.6K – – –
IFAM
437
Institutional & Family Asset Management
Colorado
$2.9K – – –
AA
438
Ancora Advisors
Ohio
$2.07K +$2.07K +45 New
CSC
439
Caldwell Sutter Capital
California
$1.84K – – –
BWL
440
Bogart Wealth LLC
Virginia
$505 – – –
HNB
441
Huntington National Bank
Ohio
$46 -$102K – –
BlackRock
442
BlackRock
New York
$26 +$26 +1 New
SIS
443
Sound Income Strategies
Florida
$1 -$7.59K -161 Closed
SA
444
SFI Advisors
New Jersey
– -$4.65M -98,762 Closed
CWM
445
Concentrum Wealth Management
California
– -$2.81M -59,640 Closed
RL
446
Retireful LLC
Michigan
– -$2.62M -55,570 Closed
BBA
447
Braun-Bostich & Associates
Pennsylvania
– -$1.19M -25,223 Closed
SAM
448
SignalPoint Asset Management
Missouri
– -$1.14M -24,225 Closed
LWM
449
Laidlaw Wealth Management
New York
– -$752K -15,973 Closed
SPI
450
Sutton Place Investors
New York
– -$741K -15,722 Closed
15 16 17
18
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