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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

430 hedge funds and large institutions have $5.44B invested in First Trust Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 169 increasing their positions, 192 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
–
Holders Change %
0%
% of All Funds
6.78%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.62%
New
33
Increased
169
Reduced
192
Closed
26
Calls
–
Puts
$2.9M
Net Calls
-$2.9M
Net Calls Change
-$2.9M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$19M
2
LPL Financial
2
LPL Financial
California
$727M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$235M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$135M
5
Ameriprise
5
Ameriprise
Minnesota
$183M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$363M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
PAG
3
Private Advisor Group
New Jersey
$56.1M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$13.1M
5
RJA
5
Raymond James & Associates
Florida
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$3.1M -$89.5K -1,900 -3%
MFG
152
Mainsail Financial Group
Washington
$3.05M -$6.08K -129 -0.2%
SFG
153
Sovereign Financial Group
Connecticut
$3.01M +$255K +5,420 +9%
SB
154
Strategic Blueprint
Georgia
$3.01M +$514K +10,922 +21%
Goldman Sachs
155
Goldman Sachs
New York
$2.94M -$342K -7,256 -10%
CAAS
156
Capital Asset Advisory Services
Michigan
$2.91M +$109K +2,283 +4%
MWM
157
Mattern Wealth Management
Kansas
$2.89M – – –
GWP
158
Gateway Wealth Partners
Wisconsin
$2.86M +$275K +5,833 +11%
CWM
159
Cornerstone Wealth Management
Missouri
$2.86M +$78.7K +1,671 +3%
AWM
160
Apollon Wealth Management
South Carolina
$2.82M +$2.49M +52,760 +737%
DWP
161
Daymark Wealth Partners
Ohio
$2.82M +$1.04M +22,096 +59%
CWM
162
Concentrum Wealth Management
California
$2.81M +$454K +9,649 +19%
JWCA
163
J.W. Cole Advisors
Florida
$2.77M +$308K +6,546 +13%
WIP
164
WealthCare Investment Partners
Rhode Island
$2.72M +$43.4K +924 +2%
CSPIA
165
Cary Street Partners Investment Advisory
Virginia
$2.71M +$396K +8,413 +17%
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$2.68M +$829K +17,597 +45%
MA
167
Mutual Advisors
Nebraska
$2.65M -$223K -4,725 -8%
RL
168
Retireful LLC
Michigan
$2.62M +$2.62M +55,570 New
PIAS
169
PCA Investment Advisory Services
Ohio
$2.61M -$30.8K -653 -1%
SI
170
Stephens Inc
Arkansas
$2.57M -$94.2K -2,000 -4%
IA
171
IFG Advisory
Georgia
$2.52M -$2.37M -50,325 -48%
CA
172
Crumly & Associates
Illinois
$2.52M -$2.84M -60,196 -53%
PWM
173
Purus Wealth Management
California
$2.51M -$317K -6,724 -11%
PAG
174
Private Advisory Group
Washington
$2.48M +$2.48M +52,587 New
HIS
175
Harvest Investment Services
Illinois
$2.48M -$187K -3,964 -7%
5 6
7
8 9