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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 %
CAM
101
Concorde Asset Management
Michigan
$6.45M 136,962 +33,693 +33%
IGWM
102
ICA Group Wealth Management
Colorado
$6.38M 135,489 +2,873 +2%
AAS
103
Asset Allocation Strategies
Michigan
$6.38M 135,435 +101,533 +299%
CS
104
Comerica Securities
Michigan
$6.28M 133,284 +2,439 +2%
US Bancorp
105
US Bancorp
Minnesota
$6.25M 132,644 -103,185 -44%
AA
106
AJ Advisors
Tennessee
$6.24M 132,576 +3,156 +2%
WFS
107
Weitzel Financial Services
Iowa
$6.17M 130,974 +4,917 +4%
AWE
108
Avidian Wealth Enterprises
Texas
$5.98M 126,968 +39,314 +45%
ACA
109
Aspire Capital Advisors
Washington
$5.96M 126,623 -260 -0.2%
Prudential Financial
110
Prudential Financial
New Jersey
$5.84M 124,025 +28,910 +30%
DWM
111
Denver Wealth Management
Colorado
$5.51M 116,934 +2,667 +2%
AWA
112
Alta Wealth Advisors
Massachusetts
$5.34M 113,291 -6,517 -5%
FIA
113
Foundations Investment Advisors
Arizona
$5.29M 112,343 +6,829 +6%
SCA
114
Snowden Capital Advisors
New York
$5.21M 110,584 +775 +0.7%
FFN
115
Focus Financial Network
Minnesota
$5.16M 109,609 +1,299 +1%
IAIM
116
International Assets Investment Management
Florida
$5.09M 108,165 -9,508 -8%
BFG
117
Beacon Financial Group
Texas
$4.93M 105,077 -46 -0%
WWM
118
Wagner Wealth Management
South Carolina
$4.89M 103,760 +47,140 +83%
RA
119
RFG Advisory
Alabama
$4.85M 103,075 -63,805 -38%
LNC
120
Lincoln National Corp
Pennsylvania
$4.79M 101,730 -545 -0.5%
SA
121
SFI Advisors
New Jersey
$4.65M 98,762 +1,641 +2%
CPRC
122
Consolidated Portfolio Review Corp
New York
$4.6M 97,574 +6,445 +7%
GCA
123
Genesee Capital Advisors
New York
$4.57M 97,126 -6,651 -6%
OC
124
Oppenheimer & Co
New York
$4.52M 96,010 -11,440 -11%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$4.48M 95,200 +400 +0.4%
3 4
5
6 7