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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.

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
1
Morgan Stanley
New York
$597M
2
LPL Financial
2
LPL Financial
California
$741M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$202M
4
AWM
4
Affinity Wealth Management
Delaware
$15.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$241M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$137M
2
KWM
2
Keebeck Wealth Management
Illinois
$269K
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$1.69M
4
SA
4
SFI Advisors
New Jersey
$0
5
C
5
CEDRUS
Colorado
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$32.5M +$1.66M +36,144 +5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$30.2M +$931K +20,258 +3%
Mariner
28
Mariner
Kansas
$30.1M +$1.77M +38,628 +6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$28.6M -$487K -10,593 -2%
Truist Financial
30
Truist Financial
North Carolina
$27.6M +$1.57M +34,159 +6%
NA
31
NewEdge Advisors
Louisiana
$27.2M -$3.56M -77,412 -12%
RW
32
RVW Wealth
California
$27.1M +$3.55M +77,226 +15%
SPIA
33
Steward Partners Investment Advisory
New York
$27.1M +$1.84M +40,042 +7%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$26.6M -$2.8M -60,887 -10%
HI
35
Harbour Investments
Wisconsin
$21.7M -$791K -17,223 -4%
IWC
36
Integrated Wealth Concepts
Massachusetts
$21.7M +$6.03M +131,223 +38%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$21.6M +$408K +8,876 +2%
ACA
38
Ascension Capital Advisors
Texas
$21.4M +$173K +3,773 +0.8%
CA
39
Cetera Advisors
Colorado
$20.9M -$747K -16,257 -3%
GA
40
Goldstein Advisors
Wisconsin
$20.9M +$1.13M +24,648 +6%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$20.3M +$1.57M +34,025 +8%
AWS
42
Atria Wealth Solutions
New York
$20M -$442K -9,609 -2%
SFP
43
Sweet Financial Partners
Minnesota
$19M +$111K +2,421 +0.6%
FA
44
FDx Advisors
Illinois
$18.1M +$16.9K +367 +0.1%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$17.9M +$1.61M +35,608 +10%
DADC
46
D.A. Davidson & Co
Montana
$17.6M +$2.47M +53,852 +16%
WWM
47
Western Wealth Management
Colorado
$17.6M +$43.7K +951 +0.2%
ACA
48
Aptus Capital Advisors
Alabama
$17.6M -$2.86M -62,343 -14%
GWANC
49
Guardian Wealth Advisors (North Carolina)
North Carolina
$17.4M -$1.59M -34,600 -8%
AFG
50
ABLE Financial Group
Arizona
$16.7M +$1.25M +27,102 +8%
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