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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

407 hedge funds and large institutions have $4.99B invested in First Trust Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 182 increasing their positions, 162 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
7.04%
Holding in Top 10
45
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.26%
% of All Funds
0.78%
New
31
Increased
182
Reduced
162
Closed
25
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
SWMG
Sanchez Wealth Management Group
Florida
$11.8M
2
AF
Allworth Financial
California
$7.35M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$97.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$112M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
$5.91M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$156M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$237M
3
Bank of America
Bank of America
North Carolina
$182M
4
Morgan Stanley
Morgan Stanley
New York
$526M
5
RJA
Raymond James & Associates
Florida
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
151
Foundations Investment Advisors
Arizona
$2.64M -$18.5K -475 -0.7%
MA
152
Mutual Advisors
Nebraska
$2.59M +$37K +951 +1%
KA
153
Kovack Advisors
Florida
$2.58M -$481K -12,362 -16%
BRWA
154
B. Riley Wealth Advisors
Florida
$2.56M +$806K +20,731 +46%
SFG
155
Sovereign Financial Group
Connecticut
$2.55M +$298K +7,674 +13%
AFP
156
Ausdal Financial Partners
Iowa
$2.52M -$102K -2,635 -4%
TCWM
157
Total Clarity Wealth Management
Illinois
$2.52M -$86.6K -2,228 -3%
TC
158
TownSquare Capital
Utah
$2.39M -$290K -7,453 -11%
NFG
159
Nations Financial Group
Iowa
$2.39M +$182K +4,686 +8%
WP
160
WealthSource Partners
California
$2.37M -$121K -3,118 -5%
PWM
161
Purus Wealth Management
California
$2.37M -$6.18K -159 -0.3%
SI
162
Stephens Inc
Arkansas
$2.37M -$159K -4,087 -6%
GIA
163
Gladstone Institutional Advisory
Florida
$2.36M -$2.44M -62,825 -51%
WIP
164
WealthCare Investment Partners
Rhode Island
$2.23M +$152K +3,907 +7%
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$2.21M -$395K -10,167 -15%
GWSG
166
GPS Wealth Strategies Group
Colorado
$2.11M -$596K -15,331 -22%
CFD
167
Creative Financial Designs
Indiana
$2.08M +$51.6K +1,327 +3%
Jane Street
168
Jane Street
New York
$2.04M +$1.2M +30,809 +143%
OIA
169
OneDigital Investment Advisors
Kansas
$2.03M +$58.2K +1,497 +3%
FHA
170
Flagship Harbor Advisors
Massachusetts
$2.01M +$6.96K +179 +0.3%
JWCA
171
J.W. Cole Advisors
Florida
$1.96M -$267K -6,861 -12%
WAS
172
WESPAC Advisors SoCal
California
$1.95M +$17.3K +397 +0.9%
HIIFS
173
Harel Insurance Investments & Financial Services
Israel
$1.93M -$175K -4,500 -8%
WS
174
Wedbush Securities
California
$1.92M +$71.6K +1,840 +4%
HIS
175
Harvest Investment Services
Illinois
$1.91M -$43.3K -1,114 -2%
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