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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$30.5M 647,976 +34,265 +6%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$30.1M 638,751 +3,955 +0.6%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$30M 636,554 +10,424 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$29.8M 632,303 -26,233 -4%
CAN
30
Cetera Advisor Networks
California
$29.3M 622,502 -62,004 -9%
Mariner
31
Mariner
Kansas
$29M 615,969 +54,138 +10%
Truist Financial
32
Truist Financial
North Carolina
$26.7M 566,872 +41,512 +8%
SPIA
33
Steward Partners Investment Advisory
New York
$25.9M 548,861 -2,149 -0.4%
RW
34
RVW Wealth
California
$24.1M 511,972 +46,062 +10%
HI
35
Harbour Investments
Wisconsin
$23.1M 489,709 -87,714 -15%
TCWA
36
Ten Capital Wealth Advisors
Washington
$22.4M 474,622 -15,190 -3%
CA
37
Cetera Advisors
Colorado
$22.2M 472,120 -249,714 -35%
ACA
38
Ascension Capital Advisors
Texas
$21.7M 461,682 -1,289 -0.3%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$21.7M 460,939 -107,071 -19%
ACA
40
Aptus Capital Advisors
Alabama
$21M 445,201 +3,054 +0.7%
AWS
41
Atria Wealth Solutions
New York
$20.9M 443,813 -27,509 -6%
GA
42
Goldstein Advisors
Wisconsin
$20.3M 431,013 +41,650 +11%
GWANC
43
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.4M 412,191 +1,767 +0.4%
SFP
44
Sweet Financial Partners
Minnesota
$19.4M 411,170 -2,970 -0.7%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$19M 405,528 +373,047 +1,149%
FA
46
FDx Advisors
Illinois
$18.5M 392,749 -15,099 -4%
WWM
47
Western Wealth Management
Colorado
$18M 382,366 -40,058 -9%
FPGK
48
Financial Partners Group (Kansas)
Kansas
$17.7M 360,797 -9,714 -3%
William Blair & Company
49
William Blair & Company
Illinois
$16.2M 343,440 +23,658 +7%
IWC
50
Integrated Wealth Concepts
Massachusetts
$16.1M 341,000 +60,148 +21%
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