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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
Thrivent Financial for Lutherans
Minnesota
+$17.5M
2
LPL Financial
LPL Financial
California
+$12.3M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$10.7M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.63M
5
Ameriprise
Ameriprise
Minnesota
+$8.14M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$32.2M
2
Bank of America
Bank of America
North Carolina
-$25.4M
3
PAG
Private Advisor Group
New Jersey
-$18.7M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$13.8M
5
RJA
Raymond James & Associates
Florida
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFS
176
Main Street Financial Solutions
Pennsylvania
$2.46M +$22.2K +471 +0.9%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$2.43M +$434K +9,225 +22%
TI
178
tru Independence
Oregon
$2.4M +$149K +3,172 +7%
RJT
179
Raymond James Trust
Florida
$2.38M +$202K +4,295 +9%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$2.35M -$3.3M -70,126 -58%
HIIFS
181
Harel Insurance Investments & Financial Services
Israel
$2.33M – – –
WA
182
Wealth Advisors
California
$2.32M -$678K -14,122 -23%
CRWM
183
Castle Rock Wealth Management
California
$2.21M +$63.5K +1,352 +3%
NFG
184
Nations Financial Group
Iowa
$2.17M -$1.98K -42 -0.1%
NW
185
NewEdge Wealth
Pennsylvania
$2.12M +$1.81M +38,408 +589%
CAS
186
Coppell Advisory Solutions
Texas
$2.11M -$45.1K -961 -2%
AWAP
187
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.06M +$23.1K +490 +1%
AFP
188
Ausdal Financial Partners
Iowa
$2.04M -$202K -4,281 -9%
BRWA
189
B. Riley Wealth Advisors
Florida
$2.03M -$856K -18,177 -30%
GWSG
190
GPS Wealth Strategies Group
Colorado
$2.03M -$137K -2,911 -6%
CA
191
Claro Advisors
Massachusetts
$2.01M +$141K +2,999 +8%
WS
192
Wedbush Securities
California
$2.01M -$249K -5,298 -11%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$2.01M -$11.3K -240 -0.6%
SFS
194
Sowell Financial Services
Arkansas
$2M +$1.22M +25,997 +158%
FHA
195
Flagship Harbor Advisors
Massachusetts
$1.98M -$127K -2,699 -6%
MIM
196
MTM Investment Management
South Carolina
$1.94M -$54.1K -1,149 -3%
IP
197
Ignite Planners
California
$1.93M -$299K -6,395 -13%
AWM
198
Accel Wealth Management
Iowa
$1.86M -$2.92K -62 -0.2%
TA
199
TFB Advisors
Kansas
$1.84M +$1.84M +39,140 New
CFD
200
Creative Financial Designs
Indiana
$1.84M -$754 -16 -0%
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