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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 %
EIA
51
Eldridge Investment Advisors
New Hampshire
$15.6M 401,594 -3,495 -0.9%
FA
52
FDx Advisors
Illinois
$15.6M 401,594 +25,378 +7%
GWANC
53
Guardian Wealth Advisors (North Carolina)
North Carolina
$14M 361,202 +15,409 +4%
GLA
54
Good Life Advisors
Pennsylvania
$13.1M 335,909 +1,263 +0.4%
LCWP
55
Legacy Capital Wealth Partners
Arkansas
$12.7M 327,195 -4,599 -1%
US Bancorp
56
US Bancorp
Minnesota
$12.3M 315,257 +6,216 +2%
PNC
57
Park National Corp
Ohio
$12.1M 310,945 +16,461 +6%
SWMG
58
Sanchez Wealth Management Group
Florida
$11.8M 303,104 +193,984 +178%
FH
59
FWG Holdings
Florida
$11.7M 301,592 +67,041 +29%
DADC
60
D.A. Davidson & Co
Montana
$11.6M 299,140 +12,909 +5%
RCG
61
Regatta Capital Group
California
$11.5M 281,988 +3,089 +1%
William Blair & Company
62
William Blair & Company
Illinois
$11.5M 295,536 -6,994 -2%
IWC
63
Integrated Wealth Concepts
Massachusetts
$11.4M 293,189 -6,907 -2%
KPWS
64
Kestra Private Wealth Services
Texas
$11.3M 290,977 +70,629 +32%
KWM
65
Keebeck Wealth Management
Illinois
$11.3M 289,490 – –
MWM
66
Mattern Wealth Management
Kansas
$11.1M 285,490 -16,880 -6%
HighTower Advisors
67
HighTower Advisors
Illinois
$10.7M 275,147 -122 -0%
AAS
68
Avantax Advisory Services
Texas
$10.2M 263,494 -7,990 -3%
PWA
69
PCG Wealth Advisors
Kansas
$9.94M 255,521 +14,145 +6%
EE
70
EWG Elevate
California
$9.41M 242,017 +1,017 +0.4%
VA
71
Valmark Advisers
Ohio
$9.33M 239,854 +7,282 +3%
IWM
72
IHT Wealth Management
Illinois
$9.08M 233,405 +17,443 +8%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$8.86M 227,779 +7,067 +3%
FAIM
74
Financial Advocates Investment Management
Washington
$8.7M 223,777 -12,291 -5%
CA
75
Crumly & Associates
Illinois
$8.55M 219,852 +9,941 +5%
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