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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

430 hedge funds and large institutions have $5.44B invested in First Trust Rising Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 169 increasing their positions, 192 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
–
Holders Change %
0%
% of All Funds
6.78%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.62%
New
33
Increased
169
Reduced
192
Closed
26
Calls
–
Puts
$2.9M
Net Calls
-$2.9M
Net Calls Change
-$2.9M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19M
2
LPL Financial
LPL Financial
California
$727M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$235M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$135M
5
Ameriprise
Ameriprise
Minnesota
$183M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$363M
2
Bank of America
Bank of America
North Carolina
$158M
3
PAG
Private Advisor Group
New Jersey
$56.1M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$13.1M
5
RJA
Raymond James & Associates
Florida
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
201
Flaharty Asset Management
Florida
$1.84M -$44.6K -946 -2%
EWM
202
EPG Wealth Management
Georgia
$1.82M -$14.8K -315 -0.8%
FA
203
Flagstar Advisors
New York
$1.78M -$32.8K -696 -2%
WAS
204
WESPAC Advisors SoCal
California
$1.75M -$375K -7,961 -18%
CFGS
205
Concourse Financial Group Securities
Alabama
$1.72M -$59.7K -1,267 -3%
KWM
206
Kingsview Wealth Management
Oregon
$1.71M +$133K +2,818 +8%
SW
207
SteelPeak Wealth
California
$1.71M +$1.71M +36,352 New
BCA
208
Bay Colony Advisors
Massachusetts
$1.68M -$9.56K -203 -0.6%
GVAG
209
Great Valley Advisor Group
Delaware
$1.66M -$29.8K -632 -2%
LMKC
210
L.M. Kohn & Company
Ohio
$1.65M +$80.1K +1,701 +5%
BFA
211
Beacon Financial Advisory
Ohio
$1.62M +$372K +7,901 +30%
SLWA
212
San Luis Wealth Advisors
California
$1.62M +$427K +9,058 +36%
WE
213
Wealth Effects
Massachusetts
$1.59M +$15.8K +335 +1%
Jane Street
214
Jane Street
New York
$1.58M -$746K -15,836 -32%
MOS
215
MGO One Seven
Ohio
$1.54M -$1.65K -35 -0.1%
WC
216
Waterloo Capital
Texas
$1.5M +$60.1K +1,277 +4%
CHC
217
City Holding Co
West Virginia
$1.49M -$12.7K -270 -0.8%
AF
218
Apexium Financial
Texas
$1.48M -$482K -10,235 -25%
BC
219
Barrett & Company
Rhode Island
$1.46M +$73.2K +1,555 +5%
PTC
220
Private Trust Company
Ohio
$1.45M +$27K +574 +2%
FCM
221
Family Capital Management
Michigan
$1.44M -$2.78K -59 -0.2%
AFA
222
American Financial Advisors
Georgia
$1.42M +$48.8K +1,037 +4%
FPWM
223
FSB Premier Wealth Management
Iowa
$1.41M -$9.47K -201 -0.7%
Brown Advisory
224
Brown Advisory
Maryland
$1.4M -$234K -4,961 -14%
HA
225
Herold Advisors
New York
$1.38M -$63.5K -1,349 -4%
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