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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 %
PA
76
PFG Advisors
Arizona
$9.82M 208,482 -8,741 -4%
LCWP
77
Legacy Capital Wealth Partners
Arkansas
$9.07M 192,609 -125,950 -40%
SPC
78
Sigma Planning Corp
Michigan
$8.92M 189,319 -259,991 -58%
PVI
79
Pine Valley Investments
New Jersey
$8.78M 186,356 -933 -0.5%
FAIM
80
Financial Advocates Investment Management
Washington
$8.76M 186,019 -13,280 -7%
KCFA
81
Key Client Fiduciary Advisors
New Jersey
$8.29M 176,018 +3,423 +2%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$8.27M 175,517 -4,584 -3%
PFA
83
Plotkin Financial Advisors
Maryland
$8.19M 173,940 -8,659 -5%
PA
84
Pinnacle Associates
New York
$8.06M 171,197 +2,577 +2%
SOS
85
Silver Oak Securities
Tennessee
$7.9M 167,733 +7,419 +5%
UFA
86
US Financial Advisors
Massachusetts
$7.9M 167,723 +7,211 +4%
I
87
INVST
Indiana
$7.86M 166,808 -2,465 -1%
AWM
88
AE Wealth Management
Kansas
$7.77M 165,010 -16,618 -9%
BBL
89
Beck Bode LLC
Massachusetts
$7.77M 164,897 -13,874 -8%
HFS
90
Howard Financial Services
Texas
$7.7M 163,535 +1,662 +1%
EIA
91
Eldridge Investment Advisors
New Hampshire
$7.45M 158,195 -133,275 -46%
WCFA
92
Walkner Condon Financial Advisors
Wisconsin
$7.44M 157,998 -3,063 -2%
NW
93
Naviter Wealth
Arkansas
$7.42M 157,588 +157,588 New
SWM
94
Shelton Wealth Management
Texas
$7.18M 152,429 -5,245 -3%
KFGK
95
Keystone Financial Group (Kentucky)
Kentucky
$7.16M 151,947 +151,947 New
PSCM
96
Per Stirling Capital Management
Texas
$7.04M 149,427 -26,010 -15%
CCA
97
Cottonwood Capital Advisors
Utah
$6.73M 142,928 -7,922 -5%
USCWA
98
U.S. Capital Wealth Advisors
Texas
$6.71M 142,491 -6,117 -4%
EA
99
Ergawealth Advisors
Illinois
$6.65M 141,253 +20,878 +17%
CPC
100
Consolidated Planning Corp
Georgia
$6.52M 138,452 +78,939 +133%
2 3
4
5 6