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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

435 hedge funds and large institutions have $5.59B invested in First Trust Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 196 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+28
Holders Change %
+6.88%
% of All Funds
7.02%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
57
Increased
143
Reduced
196
Closed
21
Calls
$2.64M
Puts
–
Net Calls
+$2.64M
Net Calls Change
+$2.43M

Top Buyers

1
Mariner
Mariner
Kansas
$23.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18.3M
3
KAS
Kestra Advisory Services
Texas
$78.1M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$25.9M
5
FTS
Fifth Third Securities
Ohio
$43.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$537M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$234M
3
Osaic Holdings
Osaic Holdings
Arizona
$174M
4
Bank of America
Bank of America
North Carolina
$178M
5
WWM
Western Wealth Management
Colorado
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Asset Allocation Strategies
Michigan
$4.29M +$4.29M +97,693 New
PWA
127
PCG Wealth Advisors
Kansas
$4.11M -$7.11M -161,876 -63%
AI
128
Atria Investments
North Carolina
$4.11M -$286K -6,512 -7%
HGWM
129
Harvest Group Wealth Management
Massachusetts
$4.05M -$6.28K -143 -0.2%
OC
130
Oppenheimer & Co
New York
$3.92M -$177K -4,027 -4%
WI
131
Wintrust Investments
Illinois
$3.84M -$2.8M -63,785 -42%
BFS
132
Bickling Financial Services
Massachusetts
$3.8M -$288K -6,552 -7%
OPS
133
Orion Portfolio Solutions
Nebraska
$3.72M +$734K +16,714 +25%
GAA
134
Global Assets Advisory
Florida
$3.72M -$8.48K -193 -0.2%
FPWM
135
FSB Premier Wealth Management
Iowa
$3.7M +$101K +2,290 +3%
HA
136
HFG Advisors
Ohio
$3.58M +$156K +3,563 +5%
BAM
137
Bellevue Asset Management
Washington
$3.55M +$194K +4,442 +6%
WGCA
138
Wolf Group Capital Advisors
Virginia
$3.54M +$496K +11,292 +16%
TFS
139
Thoroughbred Financial Services
Tennessee
$3.48M -$534K -12,163 -13%
SA
140
SFI Advisors
New Jersey
$3.47M -$672K -15,302 -16%
CAM
141
Cozad Asset Management
Illinois
$3.42M -$643K -14,630 -16%
AF
142
Allworth Financial
California
$3.17M -$5.13M -116,783 -62%
WP
143
WealthSource Partners
California
$3.08M +$402K +9,155 +15%
PWMAG
144
Pinnacle Wealth Management Advisory Group
New Jersey
$3.07M +$931K +21,202 +43%
TC
145
TownSquare Capital
Utah
$3.07M +$369K +8,391 +14%
LWA
146
Lineweaver Wealth Advisors
Ohio
$3.07M -$169K -3,851 -5%
MFG
147
Mainsail Financial Group
Washington
$3.03M +$3.03M +66,778 New
GWM
148
Geneos Wealth Management
Colorado
$3.01M +$20.4K +465 +0.7%
OAJ
149
Ogorek Anthony Joseph
New York
$2.96M -$39.1K -891 -1%
KA
150
Kovack Advisors
Florida
$2.95M +$40.9K +932 +1%
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