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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

430 hedge funds and large institutions have $5.44B invested in First Trust Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 169 increasing their positions, 192 reducing their positions, and 26 closing their positions.

Holders
430
Holders Change
–
Holders Change %
0%
% of All Funds
6.78%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.62%
New
33
Increased
169
Reduced
192
Closed
26
Calls
–
Puts
$2.9M
Net Calls
-$2.9M
Net Calls Change
-$2.9M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$19M
2
LPL Financial
2
LPL Financial
California
$727M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$235M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$135M
5
Ameriprise
5
Ameriprise
Minnesota
$183M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$363M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
PAG
3
Private Advisor Group
New Jersey
$56.1M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$13.1M
5
RJA
5
Raymond James & Associates
Florida
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$4.45M -$400K -8,482 -8%
IA
127
IFP Advisors
Florida
$4.35M -$4.03M -85,487 -48%
AI
128
Atria Investments
North Carolina
$4.29M -$316K -6,709 -7%
BAM
129
Bellevue Asset Management
Washington
$4.05M +$69.6K +1,478 +2%
LFAS
130
Level Four Advisory Services
Texas
$4.04M +$2.01M +42,570 +99%
GRP
131
Global Retirement Partners
California
$3.95M +$81.5K +1,730 +2%
HA
132
HFG Advisors
Ohio
$3.9M -$4.99K -106 -0.1%
SWM
133
Spire Wealth Management
Virginia
$3.9M +$135K +2,862 +4%
GAA
134
Global Assets Advisory
Florida
$3.88M -$30.3K -644 -0.8%
PWMAG
135
Pinnacle Wealth Management Advisory Group
New Jersey
$3.82M +$104K +2,218 +3%
OIA
136
OneDigital Investment Advisors
Kansas
$3.81M +$26.9K +572 +0.7%
OPS
137
Orion Portfolio Solutions
Nebraska
$3.62M -$505K -10,730 -12%
BCI
138
Brinker Capital Investments
Pennsylvania
$3.62M -$505K -10,730 -12%
GM
139
GeoWealth Management
Illinois
$3.6M +$2.53M +53,682 +236%
TFS
140
Thoroughbred Financial Services
Tennessee
$3.6M -$426K -9,054 -11%
WP
141
WealthSource Partners
California
$3.59M -$67.6K -1,435 -2%
DIP
142
Davis Investment Partners
North Carolina
$3.55M -$1.38M -28,145 -28%
WGCA
143
Wolf Group Capital Advisors
Virginia
$3.54M +$205K +4,600 +6%
BPFA
144
Barnes Pettey Financial Advisors
Mississippi
$3.47M +$262K +5,564 +8%
GWM
145
Geneos Wealth Management
Colorado
$3.36M -$38K -807 -1%
TCM
146
Triumph Capital Management
Colorado
$3.33M +$3.33M +70,616 New
CAM
147
Cozad Asset Management
Illinois
$3.27M -$409K -8,692 -11%
OAJ
148
Ogorek Anthony Joseph
New York
$3.23M +$52.6K +1,116 +2%
KA
149
Kovack Advisors
Florida
$3.21M +$9.47K +201 +0.3%
LWA
150
Lineweaver Wealth Advisors
Ohio
$3.18M -$78.4K -1,664 -2%
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6
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