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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

405 hedge funds and large institutions have $5.47B invested in First Trust Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 207 increasing their positions, 135 reducing their positions, and 49 closing their positions.

Holders
405
Holders Change
-19
Holders Change %
-4.48%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
0.79%
New
33
Increased
207
Reduced
135
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$205M
2
FTS
2
Fifth Third Securities
Ohio
$31.2M
3
LPL Financial
3
LPL Financial
California
$645M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.2M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$68.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$385M
2
ODFS
2
O'Donnell Financial Services
California
$588K
3
Morgan Stanley
3
Morgan Stanley
New York
$581M
4
Bank of America
4
Bank of America
North Carolina
$219M
5
Stifel Financial
5
Stifel Financial
Missouri
$44.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
151
Lineweaver Wealth Advisors
Ohio
$2.97M 72,664 +1,137 +2%
GWM
152
Geneos Wealth Management
Colorado
$2.93M 71,308 +1,151 +2%
FPWM
153
FSB Premier Wealth Management
Iowa
$2.86M 69,825 +801 +1%
GWSG
154
GPS Wealth Strategies Group
Colorado
$2.85M 69,686 -49,625 -42%
TC
155
TownSquare Capital
Utah
$2.82M 68,950 -144,699 -68%
FIA
156
Foundations Investment Advisors
Arizona
$2.8M 68,430 +68,430 New
OAJ
157
Ogorek Anthony Joseph
New York
$2.78M 67,942 +203 +0.3%
AFP
158
Ausdal Financial Partners
Iowa
$2.76M 67,523 +10,782 +19%
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$2.75M 67,104 +1,620 +2%
TCWM
160
Total Clarity Wealth Management
Illinois
$2.74M 66,913 -22,759 -25%
SIM
161
Seaview Investment Managers
Florida
$2.71M 66,203 +3,018 +5%
MA
162
Mutual Advisors
Nebraska
$2.69M 65,761 +725 +1%
SI
163
Stephens Inc
Arkansas
$2.66M 65,075 -763 -1%
SWA
164
Stratos Wealth Advisors
Ohio
$2.63M 64,378 -9,694 -13%
WP
165
WealthSource Partners
California
$2.63M 64,142 +11,971 +23%
WGCA
166
Wolf Group Capital Advisors
Virginia
$2.52M 61,505 -20,727 -25%
PWM
167
Purus Wealth Management
California
$2.5M 61,182 -150 -0.2%
SFG
168
Sovereign Financial Group
Connecticut
$2.37M 58,015 +5,896 +11%
WDC
169
Woodward Diversified Capital
California
$2.35M 57,520 -2,478 -4%
JWCA
170
J.W. Cole Advisors
Florida
$2.35M 57,339 -2,730 -5%
NFG
171
Nations Financial Group
Iowa
$2.32M 56,708 +11,149 +24%
OPS
172
Orion Portfolio Solutions
Nebraska
$2.23M 54,552 +7,458 +16%
HIIFS
173
Harel Insurance Investments & Financial Services
Israel
$2.21M 54,000 – –
WIP
174
WealthCare Investment Partners
Rhode Island
$2.19M 53,561 +4,735 +10%
CFD
175
Creative Financial Designs
Indiana
$2.14M 52,178 +15,271 +41%
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