RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

441 hedge funds and large institutions have $5.51B invested in First Trust Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 160 reducing their positions, and 32 closing their positions.

Holders
441
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
7.03%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.7%
New
47
Increased
191
Reduced
160
Closed
32
Calls
$51K
Puts
–
Net Calls
+$51K
Net Calls Change
+$2.95M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$597M
2
LPL Financial
2
LPL Financial
California
$741M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$202M
4
AWM
4
Affinity Wealth Management
Delaware
$15.4M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$241M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$137M
2
KWM
2
Keebeck Wealth Management
Illinois
$269K
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$1.69M
4
SA
4
SFI Advisors
New Jersey
$0
5
C
5
CEDRUS
Colorado
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Advisory Alpha
Michigan
$9.49M -$1.11M -24,064 -10%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$9.41M +$9.41M +204,746 New
PA
78
PFG Advisors
Arizona
$9.06M -$521K -11,342 -5%
FAIM
79
Financial Advocates Investment Management
Washington
$8.99M +$445K +9,693 +5%
PVI
80
Pine Valley Investments
New Jersey
$8.54M -$24.1K -525 -0.3%
EA
81
Ergawealth Advisors
Illinois
$8.51M +$2.02M +44,018 +31%
FIA
82
Foundations Investment Advisors
Arizona
$8.47M +$3.31M +72,091 +64%
SPC
83
Sigma Planning Corp
Michigan
$8.42M -$280K -6,099 -3%
SOS
84
Silver Oak Securities
Tennessee
$8.4M +$689K +14,992 +9%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$8.33M +$1.78M +38,783 +27%
UFA
86
US Financial Advisors
Massachusetts
$8.21M +$500K +10,872 +6%
PA
87
Pinnacle Associates
New York
$8.11M +$243K +5,282 +3%
PFA
88
Plotkin Financial Advisors
Maryland
$7.93M -$61K -1,327 -0.8%
KCFA
89
Key Client Fiduciary Advisors
New Jersey
$7.92M -$165K -3,584 -2%
HFS
90
Howard Financial Services
Texas
$7.7M +$185K +4,017 +2%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$7.66M -$406K -8,832 -5%
I
92
INVST
Indiana
$7.65M -$16.6K -362 -0.2%
PSCM
93
Per Stirling Capital Management
Texas
$7.38M +$510K +11,093 +7%
BBL
94
Beck Bode LLC
Massachusetts
$7.36M -$221K -4,816 -3%
WCFA
95
Walkner Condon Financial Advisors
Wisconsin
$7.12M -$145K -3,155 -2%
NW
96
Naviter Wealth
Arkansas
$7.11M -$135K -2,936 -2%
IGWM
97
ICA Group Wealth Management
Colorado
$6.92M +$703K +15,307 +11%
US Bancorp
98
US Bancorp
Minnesota
$6.77M +$672K +14,610 +11%
SWM
99
Shelton Wealth Management
Texas
$6.77M -$237K -5,166 -3%
AAS
100
Asset Allocation Strategies
Michigan
$6.57M +$348K +7,563 +6%
2 3
4
5 6