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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 %
SB
176
Strategic Blueprint
Georgia
$1.9M +$140K +3,597 +8%
BFA
177
Beacon Financial Advisory
Ohio
$1.9M +$334K +8,595 +21%
PWMAG
178
Pinnacle Wealth Management Advisory Group
New Jersey
$1.9M +$1.18M +30,335 +164%
SWA
179
Stratos Wealth Advisors
Ohio
$1.89M -$609K -15,679 -24%
AWM
180
Accel Wealth Management
Iowa
$1.88M +$8.38K +201 +0.4%
GWM
181
Greenwich Wealth Management
Connecticut
$1.83M -$1.02M -26,324 -36%
CFGS
182
Concourse Financial Group Securities
Alabama
$1.8M -$229K -5,885 -11%
CRWM
183
Castle Rock Wealth Management
California
$1.76M -$164K -4,155 -9%
LMKC
184
L.M. Kohn & Company
Ohio
$1.76M +$191K +4,918 +12%
CWM
185
Concentrum Wealth Management
California
$1.76M +$1.23M +31,723 +235%
FAM
186
Flaharty Asset Management
Florida
$1.71M -$71.8K -1,847 -4%
SAM
187
SignalPoint Asset Management
Missouri
$1.71M +$174K +4,464 +11%
MIM
188
MTM Investment Management
South Carolina
$1.7M -$9.53K -245 -0.6%
CPC
189
Consolidated Planning Corp
Georgia
$1.69M +$13.1K +337 +0.8%
AWAP
190
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.61M +$67.7K +1,742 +4%
FA
191
Flagstar Advisors
New York
$1.59M +$46.5K +1,196 +3%
TCM
192
Triumph Capital Management
Colorado
$1.56M -$71.6K -1,841 -4%
MSFS
193
Main Street Financial Solutions
Pennsylvania
$1.54M -$283K -7,289 -16%
CA
194
Claro Advisors
Massachusetts
$1.54M – – –
CAAS
195
Capital Asset Advisory Services
Michigan
$1.51M +$37.6K +966 +3%
Thrivent Financial for Lutherans
196
Thrivent Financial for Lutherans
Minnesota
$1.49M -$108K -2,783 -7%
AF
197
Apexium Financial
Texas
$1.48M +$1.2M +30,780 +420%
AssetMark Inc
198
AssetMark Inc
California
$1.48M +$281K +7,222 +23%
WAP
199
Wealthcare Advisory Partners
Pennsylvania
$1.47M -$95.1K -2,446 -6%
GVAG
200
Great Valley Advisor Group
Delaware
$1.45M -$3.02M -77,776 -68%
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