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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 %
AFG
51
ABLE Financial Group
Arizona
$15.8M 336,026 +75,449 +29%
GLA
52
Good Life Advisors
Pennsylvania
$15.7M 333,970 +7,897 +2%
RCG
53
Regatta Capital Group
California
$15.6M 331,250 +20,013 +6%
DADC
54
D.A. Davidson & Co
Montana
$15.5M 329,731 +16,217 +5%
SWP
55
Stratos Wealth Partners
Ohio
$15.3M 323,971 +16,560 +5%
HighTower Advisors
56
HighTower Advisors
Illinois
$15.2M 323,351 +78,235 +32%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$15M 318,871 +11,062 +4%
SWMG
58
Sanchez Wealth Management Group
Florida
$14.8M 313,164 +6,977 +2%
PNC
59
Park National Corp
Ohio
$14.4M 305,108 -21,779 -7%
SWM
60
Solano Wealth Management
California
$14.3M 302,669 +6,667 +2%
KWM
61
Keebeck Wealth Management
Illinois
$13.8M 292,740 +3,250 +1%
Citigroup
62
Citigroup
New York
$13.7M 291,616 -2,495 -0.8%
AAS
63
Avantax Advisory Services
Texas
$13.2M 281,236 +1,712 +0.6%
KPWS
64
Kestra Private Wealth Services
Texas
$13.2M 280,411 -106,193 -27%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$13.1M 277,494 -292,754 -51%
FHC
66
First Heartland Consultants
Missouri
$11.9M 253,065 +32,568 +15%
TGAM
67
TBH Global Asset Management
Tennessee
$11.4M 241,187 +63,340 +36%
VA
68
Valmark Advisers
Ohio
$11.2M 238,704 -12,068 -5%
C
69
CEDRUS
Colorado
$11.1M 236,184 -3,513 -1%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$11M 233,437 +2,698 +1%
AAP
71
Arax Advisory Partners
Colorado
$10.9M 231,897 +3,866 +2%
JIP
72
Jaffetilchin Investment Partners
Florida
$10.9M 231,740 +7,873 +4%
AA
73
Advisory Alpha
Michigan
$10.9M 230,629 +159,000 +222%
IWM
74
IHT Wealth Management
Illinois
$10.6M 225,226 -602 -0.3%
FHA
75
First Horizon Advisors
Tennessee
$10.1M 214,162 -142,868 -40%
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