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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 %
C
76
CEDRUS
Colorado
$9.21M +$756K +17,217 +9%
BBL
77
Beck Bode LLC
Massachusetts
$8.73M -$162K -3,696 -2%
FAIM
78
Financial Advocates Investment Management
Washington
$8.37M -$1.45M -33,099 -15%
PFA
79
Plotkin Financial Advisors
Maryland
$8.14M -$429K -9,766 -5%
RA
80
RFG Advisory
Alabama
$8.14M -$1.26M -25,947 -13%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$8.02M -$96.5K -2,197 -1%
PSCM
82
Per Stirling Capital Management
Texas
$7.96M +$7.96M +181,310 New
I
83
INVST
Indiana
$7.85M -$976K -20,369 -11%
JIP
84
Jaffetilchin Investment Partners
Florida
$7.79M -$1.13M -25,784 -13%
AWM
85
AE Wealth Management
Kansas
$7.53M -$11.9K -272 -0.2%
TGAM
86
TBH Global Asset Management
Tennessee
$7.53M +$543K +12,354 +8%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$7.43M +$131K +2,974 +2%
PAG
88
Private Advisor Group
New Jersey
$7.22M -$958K -207,529 -12%
EA
89
Ergawealth Advisors
Illinois
$7.16M +$7.16M +162,940 New
DWM
90
Denver Wealth Management
Colorado
$7.13M +$196K +4,469 +3%
KCFA
91
Key Client Fiduciary Advisors
New Jersey
$7.04M +$1.32M +29,949 +23%
SWM
92
Shelton Wealth Management
Texas
$6.98M -$98.4K -2,240 -1%
WCFA
93
Walkner Condon Financial Advisors
Wisconsin
$6.78M +$111K +2,533 +2%
PA
94
Pinnacle Associates
New York
$6.73M +$1.02M +23,281 +18%
CCA
95
Cottonwood Capital Advisors
Utah
$6.71M -$139K -3,159 -2%
UFA
96
US Financial Advisors
Massachusetts
$6.71M +$311K +7,083 +5%
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
$6.7M +$1.59M +36,115 +31%
USCWA
98
U.S. Capital Wealth Advisors
Texas
$6.68M -$102K -2,322 -2%
SOS
99
Silver Oak Securities
Tennessee
$6.36M -$1.67M -37,977 -21%
IGWM
100
ICA Group Wealth Management
Colorado
$6.02M -$629K -14,327 -9%
2 3
4
5 6