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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 %
C
101
CEDRUS
Colorado
$6.65M 162,588 +769 +0.5%
Citadel Advisors
102
Citadel Advisors
Florida
$6.6M 161,254 +161,254 New
SWM
103
Shelton Wealth Management
Texas
$6.58M 160,723 +43,104 +37%
TGAM
104
TBH Global Asset Management
Tennessee
$6.3M 153,943 +38,245 +33%
CCA
105
Cottonwood Capital Advisors
Utah
$6.17M 150,739 +482 +0.3%
ZIMP
106
Zimmermann Investment Management & Planning
Pennsylvania
$5.44M 132,974 -54,477 -29%
AWAG
107
ARS Wealth Advisors Group
Florida
$5.4M 131,977 +131,977 New
SAM
108
Secure Asset Management
Michigan
$5.38M 131,345 -33,157 -20%
AWA
109
Alta Wealth Advisors
Massachusetts
$5.37M 131,210 +8,751 +7%
UFA
110
US Financial Advisors
Massachusetts
$5.36M 131,021 +4,541 +4%
CS
111
Comerica Securities
Michigan
$5.28M 129,121 +8,172 +7%
WFS
112
Weitzel Financial Services
Iowa
$5.27M 128,882 +40,082 +45%
CWM
113
Cornerstone Wealth Management
Missouri
$5.21M 127,382 -31,298 -20%
FHA
114
First Horizon Advisors
Tennessee
$5.18M 126,471 +126,471 New
GIA
115
Gladstone Institutional Advisory
Florida
$5.06M 123,531 +30,210 +32%
ACA
116
Aspire Capital Advisors
Washington
$4.98M 121,727 +8,576 +8%
SG
117
StoneX Group
New York
$4.97M 121,473 +16,416 +16%
SCA
118
Snowden Capital Advisors
New York
$4.92M 120,184 +1,983 +2%
GVAG
119
Great Valley Advisor Group
Delaware
$4.71M 115,110 -88,785 -44%
KCFA
120
Key Client Fiduciary Advisors
New Jersey
$4.67M 114,003 +36,637 +47%
GCA
121
Genesee Capital Advisors
New York
$4.62M 113,008 -209,522 -65%
AWA
122
Arkadios Wealth Advisors
Georgia
$4.59M 112,252 +37,588 +50%
Prudential Financial
123
Prudential Financial
New Jersey
$4.56M 110,374 -3,842 -3%
SWMG
124
Sanchez Wealth Management Group
Florida
$4.47M 109,120 +1,638 +2%
FFN
125
Focus Financial Network
Minnesota
$4.34M 106,108 +11,050 +12%
3 4
5
6 7