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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

407 hedge funds and large institutions have $4.99B invested in First Trust Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 182 increasing their positions, 162 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
7.04%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.78%
New
31
Increased
182
Reduced
162
Closed
25
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
SWMG
Sanchez Wealth Management Group
Florida
$11.8M
2
AF
Allworth Financial
California
$7.35M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$97.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$112M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
$5.91M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$156M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$237M
3
Bank of America
Bank of America
North Carolina
$182M
4
Morgan Stanley
Morgan Stanley
New York
$526M
5
RJA
Raymond James & Associates
Florida
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
126
Harvest Group Wealth Management
Massachusetts
$3.84M +$1.66K +40 +0%
GRP
127
Global Retirement Partners
California
$3.74M -$607K -13,888 -14%
GAA
128
Global Assets Advisory
Florida
$3.71M +$3.71M +84,905 New
SA
129
SFI Advisors
New Jersey
$3.67M +$103K +2,646 +3%
OC
130
Oppenheimer & Co
New York
$3.62M +$86.2K +2,216 +2%
BFS
131
Bickling Financial Services
Massachusetts
$3.62M +$164K +4,211 +5%
CAM
132
Cozad Asset Management
Illinois
$3.59M -$19.2K -493 -0.5%
TFS
133
Thoroughbred Financial Services
Tennessee
$3.55M -$352K -9,057 -9%
BAM
134
Belpointe Asset Management
Nevada
$3.33M +$15.6K +400 +0.5%
FPWM
135
FSB Premier Wealth Management
Iowa
$3.18M +$468K +12,030 +17%
AWAG
136
ARS Wealth Advisors Group
Florida
$3.12M -$2.01M -51,733 -39%
LNC
137
Lincoln National Corp
Pennsylvania
$3.1M +$181K +4,648 +6%
BAM
138
Bellevue Asset Management
Washington
$3.07M +$18.1K +453 +0.6%
SWM
139
Spire Wealth Management
Virginia
$3.05M -$240K -6,160 -7%
HA
140
HFG Advisors
Ohio
$3.03M -$442K -11,371 -13%
WA
141
Wealth Advisors
California
$2.9M +$19.4K +500 +0.7%
LWA
142
Lineweaver Wealth Advisors
Ohio
$2.87M +$40.9K +1,051 +1%
HFS
143
Howard Financial Services
Texas
$2.81M +$2.38M +61,280 +554%
TRCT
144
Tower Research Capital (TRC)
New York
$2.78M +$994K +25,568 +56%
WGCA
145
Wolf Group Capital Advisors
Virginia
$2.7M +$306K +7,862 +13%
RJT
146
Raymond James Trust
Florida
$2.68M -$317K -8,155 -11%
KCIA
147
Kingsbury Capital Investment Advisors
Illinois
$2.67M -$227K -5,846 -8%
OAJ
148
Ogorek Anthony Joseph
New York
$2.65M +$12.6K +324 +0.5%
GWM
149
Geneos Wealth Management
Colorado
$2.65M -$124K -3,187 -4%
OPS
150
Orion Portfolio Solutions
Nebraska
$2.64M +$523K +13,462 +25%
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