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.

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
HI
3
Harbour Investments
Wisconsin
$28.5M
4
LPL Financial
4
LPL Financial
California
$645M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.2M

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 Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$34.1M 832,547 -738 -0.1%
Truist Financial
27
Truist Financial
North Carolina
$33.1M 809,529 +97,493 +14%
AWS
28
Atria Wealth Solutions
New York
$32.4M 792,608 +64,448 +9%
FTS
29
Fifth Third Securities
Ohio
$31.2M 761,459 +761,459 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$28.8M 703,340 -58,822 -8%
FPGK
31
Financial Partners Group (Kansas)
Kansas
$28.5M 697,261 +31,986 +5%
HI
32
Harbour Investments
Wisconsin
$28.5M 696,874 +696,874 New
EH
33
Equitable Holdings
New York
$28.3M 691,071 +61,154 +10%
SPC
34
Sigma Planning Corp
Michigan
$22.3M 545,431 -84,473 -13%
NA
35
NewEdge Advisors
Louisiana
$22M 537,528 +148,939 +38%
APA
36
American Portfolios Advisors
New York
$20.9M 510,558 +38,800 +8%
AWM
37
Affinity Wealth Management
Delaware
$20.7M 499,232 +3,673 +0.7%
SPIA
38
Steward Partners Investment Advisory
New York
$20.3M 494,980 +32,123 +7%
RW
39
RVW Wealth
California
$20.2M 493,175 +9,815 +2%
TCWA
40
Ten Capital Wealth Advisors
Washington
$20M 487,732 +188,506 +63%
PFS
41
Prospera Financial Services
Texas
$19.9M 486,582 +29,629 +6%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$19.9M 486,485 +36,813 +8%
ACA
43
Ascension Capital Advisors
Texas
$19.3M 472,637 +303 +0.1%
SWP
44
Stratos Wealth Partners
Ohio
$18.3M 447,179 +39,818 +10%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$18.3M 439,377 +28,774 +7%
SFP
46
Sweet Financial Partners
Minnesota
$17.6M 429,224 +261,454 +156%
ACA
47
Aptus Capital Advisors
Alabama
$16.7M 407,753 +132,407 +48%
EIA
48
Eldridge Investment Advisors
New Hampshire
$16.6M 405,089 -2,649 -0.6%
Citigroup
49
Citigroup
New York
$16.4M 401,104 -42,903 -10%
IA
50
IFP Advisors
Florida
$16.4M 519,348 – –
1
2
3 4 5