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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 %
C
101
CEDRUS
Colorado
$6.55M -$4.31M -93,719 -40%
AA
102
AJ Advisors
Tennessee
$6.34M +$248K +5,408 +4%
WFS
103
Weitzel Financial Services
Iowa
$6.29M +$424K +9,466 +7%
CCA
104
Cottonwood Capital Advisors
Utah
$6.25M -$314K -6,843 -5%
AAS
105
Ameritas Advisory Services
Nebraska
$6.2M +$5.17M +112,622 +500%
CAM
106
Concorde Asset Management
Michigan
$6.13M -$161K -3,502 -3%
ACA
107
Aspire Capital Advisors
Washington
$6.09M +$269K +5,863 +5%
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$5.54M +$5.54M +120,553 New
DWM
109
Denver Wealth Management
Colorado
$5.46M +$84.7K +1,844 +2%
IAIM
110
International Assets Investment Management
Florida
$5.39M +$437K +9,557 +9%
AWE
111
Avidian Wealth Enterprises
Texas
$5.28M -$555K -12,077 -10%
AF
112
Allworth Financial
California
$5.14M +$2.12M +46,032 +70%
AWA
113
Alta Wealth Advisors
Massachusetts
$5.13M -$77.7K -1,692 -1%
BFG
114
Beacon Financial Group
Texas
$5.08M +$46.7K +975 +0.9%
IA
115
IFP Advisors
Florida
$5.05M +$806K +17,547 +19%
TFS
116
Thoroughbred Financial Services
Tennessee
$5.04M +$1.53M +33,343 +44%
WWM
117
Wagner Wealth Management
South Carolina
$4.99M +$218K +4,750 +5%
Comerica Bank
118
Comerica Bank
Texas
$4.92M +$4.92M +107,064 New
FFN
119
Focus Financial Network
Minnesota
$4.85M -$191K -4,163 -4%
Goldman Sachs
120
Goldman Sachs
New York
$4.81M +$1.94M +42,245 +68%
GA
121
GSG Advisors
New Jersey
$4.72M +$4.72M +102,736 New
CPRC
122
Consolidated Portfolio Review Corp
New York
$4.55M +$70.6K +1,537 +2%
AI
123
Atria Investments
North Carolina
$4.38M +$192K +4,185 +5%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$4.36M -$18.4K -400 -0.4%
GCA
125
Genesee Capital Advisors
New York
$4.28M -$183K -3,993 -4%
3 4
5
6 7