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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
Ameriprise
Minnesota
$205M
2
FTS
Fifth Third Securities
Ohio
$31.2M
3
LPL Financial
LPL Financial
California
$645M
4
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$68.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$385M
2
ODFS
O'Donnell Financial Services
California
$588K
3
Morgan Stanley
Morgan Stanley
New York
$581M
4
Bank of America
Bank of America
North Carolina
$219M
5
Stifel Financial
Stifel Financial
Missouri
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
201
Beacon Financial Advisory
Ohio
$1.65M +$360K +8,807 +28%
SEA
202
Stegent Equity Advisors
Texas
$1.63M -$952K -23,268 -37%
FA
203
Flagstar Advisors
New York
$1.63M -$60.5K -1,478 -4%
AWAP
204
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.62M +$73.6K +1,799 +5%
SAM
205
SignalPoint Asset Management
Missouri
$1.61M +$42.8K +1,047 +3%
CAAS
206
Capital Asset Advisory Services
Michigan
$1.55M +$67.4K +1,646 +5%
EWM
207
EPG Wealth Management
Georgia
$1.54M +$29.3K +717 +2%
CA
208
Claro Advisors
Massachusetts
$1.54M -$35.3K -862 -2%
KWM
209
Kingsview Wealth Management
Oregon
$1.5M -$165K -4,036 -10%
CAGAS
210
Capital Advisory Group Advisory Services
Minnesota
$1.41M -$11.8K -263 -0.8%
WCFA
211
Walkner Condon Financial Advisors
Wisconsin
$1.41M +$270K +6,597 +24%
OFS
212
OneAscent Financial Services
Alabama
$1.41M +$1.41M +34,327 New
BPFA
213
Barnes Pettey Financial Advisors
Mississippi
$1.37M +$55.2K +1,350 +4%
WE
214
Wealth Effects
Massachusetts
$1.37M +$51.5K +1,258 +4%
PTC
215
Private Trust Company
Ohio
$1.34M +$1.34M +32,711 New
CBFP
216
Cedar Brook Financial Partners
Ohio
$1.33M -$1.13M -27,485 -46%
PA
217
Pinnacle Associates
New York
$1.29M -$5.44K -133 -0.4%
SCM
218
Spreng Capital Management
Ohio
$1.29M -$53.3K -1,275 -4%
HA
219
Herold Advisors
New York
$1.28M +$4.09K +100 +0.3%
OBWG
220
Onyx Bridge Wealth Group
New York
$1.28M +$454K +10,503 +55%
AssetMark Inc
221
AssetMark Inc
California
$1.26M -$177K -4,322 -12%
SPI
222
Sutton Place Investors
New York
$1.22M -$8.18K -200 -0.7%
PPP
223
Private Portfolio Partners
New Jersey
$1.21M +$319K +7,787 +36%
TCM
224
TD Capital Management
Tennessee
$1.18M +$332K +8,113 +39%
SLWA
225
San Luis Wealth Advisors
California
$1.16M -$62.5K -1,528 -5%
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