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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

435 hedge funds and large institutions have $5.59B invested in First Trust Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 196 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+28
Holders Change %
+6.88%
% of All Funds
7.02%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
57
Increased
143
Reduced
196
Closed
21
Calls
$2.64M
Puts
–
Net Calls
+$2.64M
Net Calls Change
+$2.43M

Top Buyers

1
Mariner
Mariner
Kansas
$23.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18.3M
3
KAS
Kestra Advisory Services
Texas
$78.1M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$25.9M
5
FTS
Fifth Third Securities
Ohio
$43.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$537M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$234M
3
Osaic Holdings
Osaic Holdings
Arizona
$174M
4
Bank of America
Bank of America
North Carolina
$178M
5
WWM
Western Wealth Management
Colorado
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
151
OneDigital Investment Advisors
Kansas
$2.9M +$608K +13,844 +27%
CAM
152
Concorde Asset Management
Michigan
$2.88M +$2.6M +59,182 +936%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$2.87M +$1.24M +28,278 +76%
MOS
154
MGO One Seven
Ohio
$2.8M -$1.29M -29,271 -31%
BRWA
155
B. Riley Wealth Advisors
Florida
$2.75M -$141K -3,199 -5%
FAM
156
Flaharty Asset Management
Florida
$2.75M +$814K +18,525 +42%
MA
157
Mutual Advisors
Nebraska
$2.74M -$194K -4,418 -7%
MWM
158
Mattern Wealth Management
Kansas
$2.7M -$9.84M -224,113 -79%
Jane Street
159
Jane Street
New York
$2.68M +$385K +8,777 +17%
GWP
160
Gateway Wealth Partners
Wisconsin
$2.67M +$2.67M +60,735 New
PWM
161
Purus Wealth Management
California
$2.66M -$21K -478 -0.8%
WA
162
Wealth Advisors
California
$2.63M -$647K -14,725 -20%
BPFA
163
Barnes Pettey Financial Advisors
Mississippi
$2.6M +$1.15M +26,191 +80%
Citadel Advisors
164
Citadel Advisors
Florida
$2.55M -$5.31M -120,819 -68%
WIP
165
WealthCare Investment Partners
Rhode Island
$2.52M -$6.24K -142 -0.2%
PAG
166
Private Advisory Group
Washington
$2.5M +$2.5M +56,948 New
CWM
167
Catalyst Wealth Management
Georgia
$2.46M +$2.46M +56,093 New
SI
168
Stephens Inc
Arkansas
$2.43M -$246K -5,611 -9%
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$2.42M -$79.5K -1,811 -3%
SFG
170
Sovereign Financial Group
Connecticut
$2.38M -$506K -11,517 -18%
IP
171
Ignite Planners
California
$2.36M +$1.46M +30,761 +162%
CAAS
172
Capital Asset Advisory Services
Michigan
$2.35M +$636K +14,470 +37%
PP
173
Prudential plc
United Kingdom
$2.33M +$1.58M +36,000 +212%
HIS
174
Harvest Investment Services
Illinois
$2.32M +$168K +3,819 +8%
RJT
175
Raymond James Trust
Florida
$2.3M -$733K -16,686 -24%
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