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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

424 hedge funds and large institutions have $6.66B invested in First Trust Rising Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 255 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+49
Holders Change %
+13.07%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+34.21%
% of All Funds
0.81%
New
76
Increased
255
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$190M
2
LPL Financial
2
LPL Financial
California
$745M
3
Morgan Stanley
3
Morgan Stanley
New York
$727M
4
Wells Fargo
4
Wells Fargo
California
$518M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$340M

Top Sellers

1
FTS
1
Fifth Third Securities
Ohio
$0
2
BBA
2
Braun-Bostich & Associates
Pennsylvania
$1.27M
3
GM
3
GeoWealth Management
Illinois
$0
4
FHA
4
First Horizon Advisors
Tennessee
$0
5
HWM
5
Holloway Wealth Management
Florida
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
151
PRW Wealth Management
Massachusetts
$3.67M -$536K -10,935 -13%
AWA
152
Arkadios Wealth Advisors
Georgia
$3.66M -$1.8M -36,735 -33%
SWA
153
Stratos Wealth Advisors
Ohio
$3.63M -$82.8K -1,690 -2%
AI
154
Atria Investments
North Carolina
$3.57M +$1.64M +33,451 +85%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$3.56M +$469K +9,573 +15%
KCIA
156
Kingsbury Capital Investment Advisors
Illinois
$3.55M +$3.55M +72,365 New
GWM
157
Greenwich Wealth Management
Connecticut
$3.52M +$2.88M +58,728 +447%
LWA
158
Lineweaver Wealth Advisors
Ohio
$3.5M +$95.4K +1,947 +3%
GWM
159
Geneos Wealth Management
Colorado
$3.44M -$235K -4,798 -6%
PAG
160
Private Advisory Group
Washington
$3.39M +$2.41M +49,203 +247%
OAJ
161
Ogorek Anthony Joseph
New York
$3.32M +$3.32M +67,739 New
BAM
162
Belpointe Asset Management
Nevada
$3.31M +$394K +8,040 +14%
MFG
163
Merit Financial Group
Georgia
$3.27M +$675K +13,769 +26%
FPWM
164
FSB Premier Wealth Management
Iowa
$3.24M +$1.87M +39,854 +137%
SI
165
Stephens Inc
Arkansas
$3.23M +$571K +11,650 +21%
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$3.21M +$18.4K +375 +0.6%
MA
167
Mutual Advisors
Nebraska
$3.19M +$133K +2,709 +4%
WA
168
Wealth Advisors
California
$3.18M +$107K +2,181 +3%
AFS
169
AFG Fiduciary Services
Massachusetts
$3.11M +$3.11M +63,453 New
SWM
170
Spire Wealth Management
Virginia
$3.1M -$5.11M -104,191 -62%
SIM
171
Seaview Investment Managers
Florida
$3.1M +$186K +3,794 +6%
SEA
172
Stegent Equity Advisors
Texas
$3.09M +$1.45M +29,636 +88%
PWM
173
Purus Wealth Management
California
$3.01M +$29.9K +610 +1%
JWCA
174
J.W. Cole Advisors
Florida
$2.94M +$465K +9,500 +19%
WDC
175
Woodward Diversified Capital
California
$2.94M -$1.36M -27,768 -32%
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