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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 %
CA
201
Claro Advisors
Massachusetts
$1.99M – – –
KWM
202
Kingsview Wealth Management
Oregon
$1.99M +$814K +16,622 +69%
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$1.92M +$414K +8,455 +28%
SAM
204
SignalPoint Asset Management
Missouri
$1.88M +$1.88M +38,352 New
AWAP
205
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.85M +$1.85M +37,764 New
SB
206
Strategic Blueprint
Georgia
$1.83M +$685K +13,975 +60%
EWM
207
EPG Wealth Management
Georgia
$1.81M +$210K +4,295 +13%
CFD
208
Creative Financial Designs
Indiana
$1.81M +$806K +16,461 +81%
CAAS
209
Capital Asset Advisory Services
Michigan
$1.78M +$65.7K +1,340 +4%
BPA
210
Beacon Pointe Advisors
California
$1.75M +$1.75M +35,605 New
AssetMark Inc
211
AssetMark Inc
California
$1.72M -$125K -2,546 -7%
MSFS
212
Main Street Financial Solutions
Pennsylvania
$1.69M +$284K +5,804 +20%
GSWM
213
Golden State Wealth Management
California
$1.69M +$642K +13,114 +61%
E
214
Ergoteles
New York
$1.62M +$1.62M +33,005 New
WE
215
Wealth Effects
Massachusetts
$1.58M -$4.66K -95 -0.3%
BPFA
216
Barnes Pettey Financial Advisors
Mississippi
$1.58M +$1.58M +32,155 New
SCM
217
Spreng Capital Management
Ohio
$1.57M -$37.5K -765 -2%
CAGAS
218
Capital Advisory Group Advisory Services
Minnesota
$1.56M +$54.5K +1,112 +4%
PA
219
Pinnacle Associates
New York
$1.55M +$193K +3,937 +14%
SLWA
220
San Luis Wealth Advisors
California
$1.55M – – –
BFA
221
Beacon Financial Advisory
Ohio
$1.54M +$285K +5,806 +23%
HA
222
Herold Advisors
New York
$1.53M +$131K +2,670 +9%
JPMorgan Chase & Co
223
JPMorgan Chase & Co
New York
$1.45M +$479K +9,770 +49%
SPI
224
Sutton Place Investors
New York
$1.4M +$545K +11,671 +64%
CA
225
Continuum Advisory
Idaho
$1.38M +$455K +10,030 +49%
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9
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