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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 %
IA
51
IFP Advisors
Florida
$15.9M -$1.5M -47,422 -9%
GWANC
52
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.7M -$141K -3,210 -0.9%
LCWP
53
Legacy Capital Wealth Partners
Arkansas
$14.6M +$206K +4,699 +1%
GLA
54
Good Life Advisors
Pennsylvania
$14.5M -$230K -5,239 -2%
PNC
55
Park National Corp
Ohio
$14M +$386K +8,789 +3%
KPWS
56
Kestra Private Wealth Services
Texas
$13.8M +$1.05M +23,893 +8%
RCG
57
Regatta Capital Group
California
$13.7M +$1.28M +29,249 +10%
SWMG
58
Sanchez Wealth Management Group
Florida
$13.5M +$204K +4,651 +2%
William Blair & Company
59
William Blair & Company
Illinois
$13.5M +$530K +12,064 +4%
DADC
60
D.A. Davidson & Co
Montana
$13.5M +$335K +7,621 +3%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$13M +$2.95M +67,201 +30%
FH
62
FWG Holdings
Florida
$12.8M -$428K -9,737 -3%
KWM
63
Keebeck Wealth Management
Illinois
$12.7M – – –
US Bancorp
64
US Bancorp
Minnesota
$12.4M -$1.46M -33,071 -10%
AAS
65
Avantax Advisory Services
Texas
$12.2M +$617K +14,056 +5%
IWC
66
Integrated Wealth Concepts
Massachusetts
$12.1M -$743K -16,928 -6%
GA
67
Goldstein Advisors
Wisconsin
$12.1M +$12.1M +275,867 New
FHA
68
First Horizon Advisors
Tennessee
$11.7M +$5.65M +128,621 +93%
Goldman Sachs
69
Goldman Sachs
New York
$10.8M +$5.2M +118,287 +92%
VA
70
Valmark Advisers
Ohio
$10.8M +$220K +5,013 +2%
HighTower Advisors
71
HighTower Advisors
Illinois
$10.3M -$1.83M -41,764 -15%
FHC
72
First Heartland Consultants
Missouri
$9.81M -$545K -12,405 -5%
IWM
73
IHT Wealth Management
Illinois
$9.81M -$441K -10,050 -4%
AAP
74
Arax Advisory Partners
Colorado
$9.72M +$364K +8,290 +4%
PA
75
PFG Advisors
Arizona
$9.27M +$283K +6,444 +3%
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3
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