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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$537M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$234M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$174M
4
Bank of America
4
Bank of America
North Carolina
$178M
5
WWM
5
Western Wealth Management
Colorado
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$30.1M -$1.77M -40,275 -6%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$27.3M +$949K +21,601 +4%
PFS
28
Prospera Financial Services
Texas
$27M +$3.2M +72,837 +13%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$26.5M -$9.11M -207,472 -26%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$25.9M +$7.79M +177,310 +43%
NA
31
NewEdge Advisors
Louisiana
$25.2M +$6.4M +181,014 +34%
HI
32
Harbour Investments
Wisconsin
$24.4M -$6.18M -140,734 -20%
SPIA
33
Steward Partners Investment Advisory
New York
$24.3M -$1.26M -28,667 -5%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$23.5M +$576K +13,117 +3%
Mariner
35
Mariner
Kansas
$23.4M +$21.9M +498,456 +1,460%
TCWA
36
Ten Capital Wealth Advisors
Washington
$23.4M +$1.73M +39,375 +8%
AWS
37
Atria Wealth Solutions
New York
$22.9M -$8.64M -196,736 -27%
SPC
38
Sigma Planning Corp
Michigan
$22.5M -$3.17M -72,251 -12%
Truist Financial
39
Truist Financial
North Carolina
$21.8M -$8.17M -185,946 -27%
ACA
40
Ascension Capital Advisors
Texas
$20.3M -$443K -10,077 -2%
RW
41
RVW Wealth
California
$20.2M -$1.74M -39,593 -8%
WWM
42
Western Wealth Management
Colorado
$19.1M -$21.1M -479,284 -52%
SFP
43
Sweet Financial Partners
Minnesota
$18.6M -$1.64M -37,380 -8%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$18.3M +$17.9M +407,532 +5,059%
Citigroup
45
Citigroup
New York
$18.2M -$1.1M -25,156 -6%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$18M -$14.7M -303,216 -45%
FA
47
FDx Advisors
Illinois
$17.9M +$275K +6,254 +2%
EIA
48
Eldridge Investment Advisors
New Hampshire
$17.4M -$215K -4,889 -1%
SWP
49
Stratos Wealth Partners
Ohio
$17.2M -$992K -22,597 -5%
ACA
50
Aptus Capital Advisors
Alabama
$17.1M -$1.5M -34,058 -8%
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