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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

441 hedge funds and large institutions have $5.51B invested in First Trust Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
7.03%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.7%
New
47
Increased
191
Reduced
160
Closed
32
Calls
$51K
Puts
–
Net Calls
+$51K
Net Calls Change
+$2.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$597M
2
LPL Financial
LPL Financial
California
$741M
3
Osaic Holdings
Osaic Holdings
Arizona
$202M
4
AWM
Affinity Wealth Management
Delaware
$15.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$241M

Top Sellers

1
ACM
Advance Capital Management
Michigan
$137M
2
KWM
Keebeck Wealth Management
Illinois
$269K
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$1.69M
4
SA
SFI Advisors
New Jersey
$0
5
C
CEDRUS
Colorado
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
126
Lincoln National Corp
Pennsylvania
$4.19M -$486K -10,573 -10%
SCA
127
Snowden Capital Advisors
New York
$4.15M -$929K -20,207 -18%
OC
128
Oppenheimer & Co
New York
$4.06M -$349K -7,595 -8%
LFAS
129
Level Four Advisory Services
Texas
$4.03M +$91.9K +1,999 +2%
GRP
130
Global Retirement Partners
California
$3.94M +$175K +3,907 +5%
HA
131
HFG Advisors
Ohio
$3.92M +$111K +2,408 +3%
AWA
132
Arkadios Wealth Advisors
Georgia
$3.9M -$436K -9,491 -10%
BAM
133
Bellevue Asset Management
Washington
$3.87M -$84.5K -1,838 -2%
Prudential Financial
134
Prudential Financial
New Jersey
$3.84M -$1.86M -40,459 -33%
SWM
135
Spire Wealth Management
Virginia
$3.82M +$19.2K +417 +0.5%
WGCA
136
Wolf Group Capital Advisors
Virginia
$3.76M +$118K +2,567 +3%
KWM
137
Kingsview Wealth Management
Oregon
$3.75M +$2.08M +45,172 +124%
PWMAG
138
Pinnacle Wealth Management Advisory Group
New Jersey
$3.72M -$11.1K -242 -0.3%
NS
139
NBC Securities
Alabama
$3.71M +$3.71M +80,753 New
OIA
140
OneDigital Investment Advisors
Kansas
$3.71M -$7.03K -153 -0.2%
SFG
141
Sovereign Financial Group
Connecticut
$3.69M +$749K +16,290 +25%
GAA
142
Global Assets Advisory
Florida
$3.68M -$105K -2,290 -3%
GWM
143
Geneos Wealth Management
Colorado
$3.66M +$379K +8,255 +12%
CWM
144
Cornerstone Wealth Management
Missouri
$3.58M +$796K +17,314 +29%
WP
145
WealthSource Partners
California
$3.57M +$66.7K +1,451 +2%
BPFA
146
Barnes Pettey Financial Advisors
Mississippi
$3.55M +$168K +3,650 +5%
RA
147
RFG Advisory
Alabama
$3.36M -$1.37M -29,890 -29%
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$3.33M +$722K +15,717 +28%
TCM
149
Triumph Capital Management
Colorado
$3.28M +$37.4K +813 +1%
GWP
150
Gateway Wealth Partners
Wisconsin
$3.27M +$475K +10,339 +17%
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