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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

441 hedge funds and large institutions have $5.51B invested in First Trust Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
7.03%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.7%
New
47
Increased
191
Reduced
160
Closed
32
Calls
$51K
Puts
–
Net Calls
+$51K
Net Calls Change
+$2.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$597M
2
LPL Financial
LPL Financial
California
$741M
3
Osaic Holdings
Osaic Holdings
Arizona
$202M
4
AWM
Affinity Wealth Management
Delaware
$15.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$241M

Top Sellers

1
ACM
Advance Capital Management
Michigan
$137M
2
KWM
Keebeck Wealth Management
Illinois
$269K
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$1.69M
4
SA
SFI Advisors
New Jersey
$0
5
C
CEDRUS
Colorado
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
176
N.E.W. Advisory Services
Wisconsin
$2.52M +$2.52M +54,824 New
PIAS
177
PCA Investment Advisory Services
Ohio
$2.48M -$68.4K -1,489 -3%
PWM
178
Purus Wealth Management
California
$2.46M +$7.31K +159 +0.3%
KA
179
Kovack Advisors
Florida
$2.45M -$688K -14,980 -22%
CA
180
Crumly & Associates
Illinois
$2.44M -$19.4K -423 -0.8%
SI
181
Stephens Inc
Arkansas
$2.43M -$78.4K -1,707 -3%
MSFS
182
Main Street Financial Solutions
Pennsylvania
$2.39M -$8.82K -192 -0.4%
RJT
183
Raymond James Trust
Florida
$2.34M +$21.1K +459 +0.9%
HIS
184
Harvest Investment Services
Illinois
$2.33M -$82.6K -1,798 -3%
NLP
185
Next Level Private
New York
$2.33M +$1.3M +28,530 +126%
CRWM
186
Castle Rock Wealth Management
California
$2.26M +$125K +2,760 +6%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$2.25M +$2.16M +47,104 +2,447%
NFG
188
Nations Financial Group
Iowa
$2.23M +$120K +2,620 +6%
WA
189
Wealth Advisors
California
$2.21M -$6.07K -132 -0.3%
SFS
190
Sowell Financial Services
Arkansas
$2.15M +$195K +4,236 +10%
WAP
191
Wealthcare Advisory Partners
Pennsylvania
$2.13M +$171K +3,718 +9%
AWAP
192
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.12M +$106K +2,313 +5%
AssetMark Inc
193
AssetMark Inc
California
$2.02M +$863K +18,784 +74%
CA
194
Claro Advisors
Massachusetts
$2.01M +$42.5K +925 +2%
BRWA
195
B. Riley Wealth Advisors
Florida
$2M +$16.5K +359 +0.8%
CS
196
Comerica Securities
Michigan
$1.98M -$4.14M -90,114 -68%
IA
197
IFG Advisory
Georgia
$1.97M -$493K -10,722 -20%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$1.96M -$403K -8,763 -17%
WS
199
Wedbush Securities
California
$1.94M -$22.6K -491 -1%
FHA
200
Flagship Harbor Advisors
Massachusetts
$1.92M -$7.49K -163 -0.4%
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