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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
1
Sanchez Wealth Management Group
Florida
$11.8M
2
AF
2
Allworth Financial
California
$7.35M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$97.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$112M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$5.91M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$156M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$237M
3
Bank of America
3
Bank of America
North Carolina
$182M
4
Morgan Stanley
4
Morgan Stanley
New York
$526M
5
RJA
5
Raymond James & Associates
Florida
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
201
Flow Traders U.S.
New York
$1.45M +$662K +17,036 +84%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$1.44M +$599K +15,391 +71%
BCA
203
Bay Colony Advisors
Massachusetts
$1.44M -$236K -6,073 -14%
EWM
204
EPG Wealth Management
Georgia
$1.4M -$72.2K -1,858 -5%
SEA
205
Stegent Equity Advisors
Texas
$1.39M -$156K -4,023 -10%
SLWA
206
San Luis Wealth Advisors
California
$1.34M +$241K +6,206 +22%
Mariner
207
Mariner
Kansas
$1.33M +$539K +13,854 +68%
PTC
208
Private Trust Company
Ohio
$1.32M +$49.3K +1,268 +4%
WE
209
Wealth Effects
Massachusetts
$1.31M +$14K +359 +1%
BPFA
210
Barnes Pettey Financial Advisors
Mississippi
$1.28M -$22.1K -569 -2%
ASN
211
Advisory Services Network
Georgia
$1.24M -$569K -14,626 -31%
KWM
212
Kingsview Wealth Management
Oregon
$1.23M -$192K -4,935 -13%
HA
213
Herold Advisors
New York
$1.22M +$4.31K +111 +0.4%
BC
214
Barrett & Company
Rhode Island
$1.19M +$1.19M +27,050 New
SCM
215
Spreng Capital Management
Ohio
$1.18M -$18.5K -475 -2%
TCM
216
TD Capital Management
Tennessee
$1.17M +$50.7K +1,304 +5%
BPA
217
Beacon Pointe Advisors
California
$1.16M -$423K -10,854 -27%
CAGAS
218
Capital Advisory Group Advisory Services
Minnesota
$1.16M -$71.1K -1,830 -6%
PPP
219
Private Portfolio Partners
New Jersey
$1.14M -$9.84K -253 -0.9%
CBFP
220
Cedar Brook Financial Partners
Ohio
$1.14M -$121K -3,103 -10%
OFS
221
OneAscent Financial Services
Alabama
$1.11M -$221K -5,697 -17%
AFA
222
American Financial Advisors
Georgia
$1.11M +$1.11M +28,552 New
Brown Advisory
223
Brown Advisory
Maryland
$1.09M +$598K +15,383 +121%
WDC
224
Woodward Diversified Capital
California
$1.09M -$1.15M -29,470 -51%
IWA
225
Icon Wealth Advisors
Texas
$1.08M +$1.08M +27,794 New
7 8
9
10 11