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

Top Sellers

1
FTS
Fifth Third Securities
Ohio
$0
2
BBA
Braun-Bostich & Associates
Pennsylvania
$1.27M
3
GM
GeoWealth Management
Illinois
$0
4
FHA
First Horizon Advisors
Tennessee
$0
5
HWM
Holloway Wealth Management
Florida
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
176
Cedar Brook Financial Partners
Ohio
$2.93M +$292K +5,963 +11%
AFP
177
Ausdal Financial Partners
Iowa
$2.78M +$125K +2,544 +5%
HIIFS
178
Harel Insurance Investments & Financial Services
Israel
$2.65M +$2.65M +54,000 New
LNC
179
Lincoln National Corp
Pennsylvania
$2.58M +$299K +6,101 +13%
WP
180
WealthSource Partners
California
$2.56M +$2.56M +52,171 New
SFG
181
Sovereign Financial Group
Connecticut
$2.55M -$35.6K -727 -1%
TWM
182
Titus Wealth Management
California
$2.53M +$620K +12,650 +32%
OIA
183
OneDigital Investment Advisors
Kansas
$2.45M +$823K +16,790 +50%
Goldman Sachs
184
Goldman Sachs
New York
$2.45M -$511K -10,425 -17%
HIS
185
Harvest Investment Services
Illinois
$2.34M -$34K -695 -1%
WIP
186
WealthCare Investment Partners
Rhode Island
$2.34M +$1.28M +26,700 +121%
OPS
187
Orion Portfolio Solutions
Nebraska
$2.31M +$2.01M +40,993 +672%
BRWA
188
B. Riley Wealth Advisors
Florida
$2.28M +$604K +12,332 +36%
BCM
189
Breiter Capital Management
Florida
$2.25M +$118K +2,402 +6%
FAM
190
Flaharty Asset Management
Florida
$2.25M +$274K +5,602 +14%
NFG
191
Nations Financial Group
Iowa
$2.23M +$387K +7,894 +21%
CFGS
192
Concourse Financial Group Securities
Alabama
$2.19M +$56.8K +1,159 +3%
ASN
193
Advisory Services Network
Georgia
$2.15M -$145K -2,967 -6%
WS
194
Wedbush Securities
California
$2.12M +$352K +7,188 +20%
WAS
195
WESPAC Advisors SoCal
California
$2.11M +$2.11M +43,126 New
AWM
196
Accel Wealth Management
Iowa
$2.11M +$253K +5,177 +14%
MIM
197
MTM Investment Management
South Carolina
$2.11M +$638K +13,032 +43%
BCA
198
Bay Colony Advisors
Massachusetts
$2.1M -$110K -2,245 -5%
LMKC
199
L.M. Kohn & Company
Ohio
$2.06M +$2.06M +42,116 New
FA
200
Flagstar Advisors
New York
$2.02M +$227K +4,631 +13%
6 7
8
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