RDVY icon

First Trust Rising Dividend Achievers ETF

430 hedge funds and large institutions have $5.27B invested in First Trust Rising Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 155 increasing their positions, 191 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
6.88%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.69%
New
46
Increased
155
Reduced
191
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$4.25M -$1.12M -25,000 -21%
CPRC
127
Consolidated Portfolio Review Corp
New York
$4.09M +$4.09M +91,129 New
HGWM
128
Harvest Group Wealth Management
Massachusetts
$4.03M -$116K -2,577 -3%
AWE
129
Avidian Wealth Enterprises
Texas
$3.93M +$3.93M +87,654 New
OPS
130
Orion Portfolio Solutions
Nebraska
$3.93M +$126K +2,809 +3%
BCI
131
Brinker Capital Investments
Pennsylvania
$3.93M +$3.93M +87,537 New
TFS
132
Thoroughbred Financial Services
Tennessee
$3.83M +$278K +6,198 +8%
GAA
133
Global Assets Advisory
Florida
$3.81M -$75.3K -1,641 -2%
BAM
134
Bellevue Asset Management
Washington
$3.8M +$144K +3,211 +4%
HA
135
HFG Advisors
Ohio
$3.72M +$67.4K +1,502 +2%
OIA
136
OneDigital Investment Advisors
Kansas
$3.6M +$644K +14,363 +22%
GRP
137
Global Retirement Partners
California
$3.59M -$770K -17,648 -18%
SWM
138
Spire Wealth Management
Virginia
$3.58M +$2.14M +47,690 +148%
PWMAG
139
Pinnacle Wealth Management Advisory Group
New Jersey
$3.54M +$399K +8,882 +13%
CAM
140
Cozad Asset Management
Illinois
$3.51M +$16.7K +372 +0.5%
WP
141
WealthSource Partners
California
$3.49M +$336K +7,494 +11%
WGCA
142
Wolf Group Capital Advisors
Virginia
$3.35M -$271K -6,033 -7%
AT
143
American Trust
Kentucky
$3.32M +$3.32M +131,008 New
GWM
144
Geneos Wealth Management
Colorado
$3.24M +$162K +3,612 +5%
AA
145
Advisory Alpha
Michigan
$3.21M +$3.21M +71,629 New
Goldman Sachs
146
Goldman Sachs
New York
$3.13M -$7.95M -177,088 -72%
LWA
147
Lineweaver Wealth Advisors
Ohio
$3.11M -$27.3K -609 -0.9%
BPFA
148
Barnes Pettey Financial Advisors
Mississippi
$3.06M +$402K +8,965 +15%
KA
149
Kovack Advisors
Florida
$3.05M +$35.3K +787 +1%
AF
150
Allworth Financial
California
$3.04M -$201K -4,483 -6%