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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

407 hedge funds and large institutions have $4.99B invested in First Trust Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 182 increasing their positions, 162 reducing their positions, and 25 closing their positions.

Holders
407
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
7.04%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.78%
New
31
Increased
182
Reduced
162
Closed
25
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
SWMG
1
Sanchez Wealth Management Group
Florida
$11.8M
2
AF
2
Allworth Financial
California
$7.35M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$97.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$112M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$5.91M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$156M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$237M
3
Bank of America
3
Bank of America
North Carolina
$182M
4
Morgan Stanley
4
Morgan Stanley
New York
$526M
5
RJA
5
Raymond James & Associates
Florida
$117M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$31.5M 810,863 -54,261 -6%
EH
27
Equitable Holdings
New York
$28.6M 735,925 +44,854 +6%
HI
28
Harbour Investments
Wisconsin
$28.5M 696,874 – –
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$28.3M 726,589 -105,958 -13%
AWS
30
Atria Wealth Solutions
New York
$27.9M 717,832 -74,776 -9%
Truist Financial
31
Truist Financial
North Carolina
$26.5M 681,973 -127,556 -16%
FPGK
32
Financial Partners Group (Kansas)
Kansas
$26.2M 675,121 -22,140 -3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$23.3M 599,481 -103,859 -15%
SPC
34
Sigma Planning Corp
Michigan
$22.7M 583,669 +38,238 +7%
SPIA
35
Steward Partners Investment Advisory
New York
$22.6M 580,816 +85,836 +17%
PFS
36
Prospera Financial Services
Texas
$21M 541,262 +54,680 +11%
APA
37
American Portfolios Advisors
New York
$20.9M 537,481 +26,923 +5%
NA
38
NewEdge Advisors
Louisiana
$20.6M 530,775 -6,753 -1%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$20.3M 522,880 +36,395 +7%
RW
40
RVW Wealth
California
$19.4M 498,501 +5,326 +1%
AWM
41
Affinity Wealth Management
Delaware
$19.4M 498,444 -788 -0.2%
TCWA
42
Ten Capital Wealth Advisors
Washington
$19.1M 492,385 +4,653 +1%
ACA
43
Ascension Capital Advisors
Texas
$18.4M 472,990 +353 +0.1%
SFP
44
Sweet Financial Partners
Minnesota
$18M 461,690 +32,466 +8%
IA
45
IFP Advisors
Florida
$17.5M 552,467 +33,119 +6%
Citigroup
46
Citigroup
New York
$17.1M 439,639 +38,535 +10%
MIAN
47
Mariner Independent Advisor Network
Kansas
$16.7M 430,689 +85,337 +25%
ACA
48
Aptus Capital Advisors
Alabama
$16.4M 422,546 +14,793 +4%
SWP
49
Stratos Wealth Partners
Ohio
$16.1M 413,693 -33,486 -7%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$16M 412,482 -26,895 -6%
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