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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

435 hedge funds and large institutions have $5.59B invested in First Trust Rising Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 143 increasing their positions, 196 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+28
Holders Change %
+6.88%
% of All Funds
7.02%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.68%
New
57
Increased
143
Reduced
196
Closed
21
Calls
$2.64M
Puts
–
Net Calls
+$2.64M
Net Calls Change
+$2.43M

Top Buyers

1
Mariner
Mariner
Kansas
$23.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$18.3M
3
KAS
Kestra Advisory Services
Texas
$78.1M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$25.9M
5
FTS
Fifth Third Securities
Ohio
$43.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$537M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$234M
3
Osaic Holdings
Osaic Holdings
Arizona
$174M
4
Bank of America
Bank of America
North Carolina
$178M
5
WWM
Western Wealth Management
Colorado
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Claro Advisors
Massachusetts
$1.79M +$142K +3,237 +9%
AF
202
Apexium Financial
Texas
$1.76M +$88K +2,004 +5%
FA
203
Flagstar Advisors
New York
$1.73M -$69.5K -1,582 -4%
FCM
204
Family Capital Management
Michigan
$1.68M +$1.68M +38,168 New
CAN
205
Claraphi Advisory Network
United States
$1.67M +$1.67M +38,064 New
GVAG
206
Great Valley Advisor Group
Delaware
$1.67M +$29.3K +668 +2%
EWM
207
EPG Wealth Management
Georgia
$1.67M +$91.5K +2,083 +6%
HF
208
HRT Financial
New York
$1.66M +$1.66M +37,726 New
BCA
209
Bay Colony Advisors
Massachusetts
$1.6M -$29K -660 -2%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$1.59M -$92.6K -2,108 -6%
AssetMark Inc
211
AssetMark Inc
California
$1.52M -$156K -3,558 -9%
DWP
212
Daymark Wealth Partners
Ohio
$1.51M +$1.51M +34,463 New
PTC
213
Private Trust Company
Ohio
$1.49M -$3.91K -89 -0.3%
WE
214
Wealth Effects
Massachusetts
$1.48M +$571 +13 +0%
CAS
215
Coppell Advisory Solutions
Texas
$1.48M +$1.48M +33,775 New
CASC
216
Coppell Advisory Solutions Corp
Texas
$1.48M +$1.48M +33,775 New
CCFM
217
Clear Creek Financial Management
Washington
$1.47M +$743K +16,908 +102%
Brown Advisory
218
Brown Advisory
Maryland
$1.43M +$196K +4,458 +16%
AWAG
219
ARS Wealth Advisors Group
Florida
$1.42M -$2.1M -47,880 -60%
SWM
220
Spire Wealth Management
Virginia
$1.41M -$2.03M -46,220 -59%
HSA
221
HBK Sorce Advisory
Pennsylvania
$1.36M +$577K +13,144 +74%
HA
222
Herold Advisors
New York
$1.36M -$21.3K -484 -2%
SWA
223
Stratos Wealth Advisors
Ohio
$1.34M -$794K -18,088 -37%
WWM
224
Wagner Wealth Management
South Carolina
$1.33M +$121K +2,761 +10%
SCM
225
Spreng Capital Management
Ohio
$1.33M -$6.59K -150 -0.5%
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