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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

405 hedge funds and large institutions have $5.47B invested in First Trust Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 207 increasing their positions, 135 reducing their positions, and 49 closing their positions.

Holders
405
Holders Change
-19
Holders Change %
-4.48%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.79%
New
33
Increased
207
Reduced
135
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$205M
2
FTS
2
Fifth Third Securities
Ohio
$31.2M
3
LPL Financial
3
LPL Financial
California
$645M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$68.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$385M
2
ODFS
2
O'Donnell Financial Services
California
$588K
3
Morgan Stanley
3
Morgan Stanley
New York
$581M
4
Bank of America
4
Bank of America
North Carolina
$219M
5
Stifel Financial
5
Stifel Financial
Missouri
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$8.94M 218,576 -206,870 -49%
IWM
77
IHT Wealth Management
Illinois
$8.84M 215,962 -3,841 -2%
PWP
78
Principle Wealth Partners
Connecticut
$8.65M 211,277 +27,574 +15%
CA
79
Crumly & Associates
Illinois
$8.59M 209,911 -5,515 -3%
I
80
INVST
Indiana
$8.44M 187,223 -3,655 -2%
BBL
81
Beck Bode LLC
Massachusetts
$8.24M 201,389 +201,389 New
PA
82
PFG Advisors
Arizona
$8.23M 201,173 +3,621 +2%
SOS
83
Silver Oak Securities
Tennessee
$8.16M 188,027 +106,898 +132%
AAP
84
Arax Advisory Partners
Colorado
$7.99M 195,149 +18,029 +10%
JIP
85
Jaffetilchin Investment Partners
Florida
$7.95M 194,388 -10,168 -5%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$7.76M 189,548 +4,466 +2%
DWM
87
Denver Wealth Management
Colorado
$7.75M 189,355 +189,355 New
PFA
88
Plotkin Financial Advisors
Maryland
$7.71M 188,425 -2,322 -1%
LWAC
89
Laurel Wealth Advisors (California)
California
$7.59M 185,424 +5,010 +3%
KFGK
90
Keystone Financial Group (Kentucky)
Kentucky
$7.57M 185,040 -297 -0.2%
AAS
91
Ameritas Advisory Services
Nebraska
$7.55M 184,555 +21,366 +13%
IA
92
IFG Advisory
Georgia
$7.21M 176,296 -27,719 -14%
WI
93
Wintrust Investments
Illinois
$7.17M 175,215 -4,123 -2%
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$7.05M 172,200 – –
BFG
95
Beacon Financial Group
Texas
$7M 167,366 -2,946 -2%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$6.98M 170,630 -6,726 -4%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$6.92M 169,073 +52,977 +46%
IGWM
98
ICA Group Wealth Management
Colorado
$6.91M 151,468 +5,218 +4%
RA
99
RiverTree Advisors
Florida
$6.84M 167,024 -2,551 -2%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$6.67M 162,966 +90,243 +124%
2 3
4
5 6