RDVY icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$2.13M +$304K +7,437 +17%
FHA
177
Flagship Harbor Advisors
Massachusetts
$2.1M -$1.43M -34,914 -40%
TWM
178
Titus Wealth Management
California
$2.07M -$43.2K -1,056 -2%
OIA
179
OneDigital Investment Advisors
Kansas
$2.07M +$21.9K +535 +1%
HIS
180
Harvest Investment Services
Illinois
$2.05M +$96.6K +2,361 +5%
CRWM
181
Castle Rock Wealth Management
California
$2.03M -$2.92M -69,815 -59%
WS
182
Wedbush Securities
California
$1.95M +$174K +4,243 +10%
MSFS
183
Main Street Financial Solutions
Pennsylvania
$1.92M +$506K +12,370 +36%
BCA
184
Bay Colony Advisors
Massachusetts
$1.92M +$11.3K +255 +0.6%
ASN
185
Advisory Services Network
Georgia
$1.9M +$104K +2,542 +6%
HF
186
HRT Financial
New York
$1.88M +$1.88M +46,050 New
AWM
187
Accel Wealth Management
Iowa
$1.88M +$73.3K +1,755 +4%
TRCT
188
Tower Research Capital (TRC)
New York
$1.88M +$1.83M +44,691 +3,616%
FAM
189
Flaharty Asset Management
Florida
$1.88M +$1.68K +41 +0.1%
SB
190
Strategic Blueprint
Georgia
$1.86M +$327K +7,984 +21%
BRWA
191
B. Riley Wealth Advisors
Florida
$1.84M -$57.5K -1,404 -3%
WAS
192
WESPAC Advisors SoCal
California
$1.81M +$45.1K +1,102 +3%
MIM
193
MTM Investment Management
South Carolina
$1.81M +$40.2K +977 +2%
CPC
194
Consolidated Planning Corp
Georgia
$1.77M +$1.77M +43,244 New
E
195
Ergoteles
New York
$1.73M +$382K +9,330 +28%
TCM
196
Triumph Capital Management
Colorado
$1.71M -$2.87M -70,050 -63%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$1.68M +$700K +17,121 +71%
BPA
198
Beacon Pointe Advisors
California
$1.66M +$203K +4,967 +14%
LMKC
199
L.M. Kohn & Company
Ohio
$1.65M -$71.4K -1,746 -4%
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$1.65M +$47.9K +1,170 +3%
6 7
8
9 10