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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 Holding Trade Value Shares
Change 		Shares
Change %
MOS
126
MGO One Seven
Ohio
$4.26M -$2.81M -68,769 -40%
AI
127
Atria Investments
North Carolina
$4.11M +$1.13M +27,579 +38%
TFS
128
Thoroughbred Financial Services
Tennessee
$4.11M +$64.2K +1,569 +2%
GRP
129
Global Retirement Partners
California
$4.07M +$207K +5,059 +5%
HGWM
130
Harvest Group Wealth Management
Massachusetts
$4.05M +$3.76M +85,752 +1,286%
CAM
131
Cozad Asset Management
Illinois
$3.8M +$358K +8,750 +10%
SA
132
SFI Advisors
New Jersey
$3.75M +$2.82K +69 +0.1%
OC
133
Oppenheimer & Co
New York
$3.72M +$23.3K +570 +0.6%
HA
134
HFG Advisors
Ohio
$3.65M +$131K +3,204 +4%
BFS
135
Bickling Financial Services
Massachusetts
$3.63M +$56.6K +1,382 +2%
BAM
136
Belpointe Asset Management
Nevada
$3.49M +$727K +17,762 +26%
SWM
137
Spire Wealth Management
Virginia
$3.46M +$874K +21,347 +34%
BAWC
138
Boyce & Associates Wealth Consulting
Texas
$3.45M +$230K +5,632 +7%
Goldman Sachs
139
Goldman Sachs
New York
$3.29M +$1.24M +30,361 +61%
KA
140
Kovack Advisors
Florida
$3.22M -$1.75M -42,654 -35%
PA
141
PSI Advisors
Florida
$3.19M -$512K -12,522 -14%
SI
142
Saxon Interests
Texas
$3.18M -$297K -7,262 -9%
RJT
143
Raymond James Trust
Florida
$3.16M -$371K -9,064 -11%
BAM
144
Bellevue Asset Management
Washington
$3.15M +$85.5K +2,079 +3%
MFG
145
Merit Financial Group
Georgia
$3.1M +$375K +9,159 +14%
LNC
146
Lincoln National Corp
Pennsylvania
$3.07M +$919K +22,448 +43%
KCIA
147
Kingsbury Capital Investment Advisors
Illinois
$3.05M +$87.4K +2,136 +3%
WA
148
Wealth Advisors
California
$3.03M +$382K +9,325 +14%
GWM
149
Greenwich Wealth Management
Connecticut
$3M +$58.3K +1,425 +2%
AFS
150
AFG Fiduciary Services
Massachusetts
$2.98M +$386K +9,424 +15%
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6
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