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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

441 hedge funds and large institutions have $5.51B invested in First Trust Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
7.03%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.7%
New
47
Increased
191
Reduced
160
Closed
32
Calls
$51K
Puts
–
Net Calls
+$51K
Net Calls Change
+$2.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$597M
2
LPL Financial
LPL Financial
California
$741M
3
Osaic Holdings
Osaic Holdings
Arizona
$202M
4
AWM
Affinity Wealth Management
Delaware
$15.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$241M

Top Sellers

1
ACM
Advance Capital Management
Michigan
$137M
2
KWM
Keebeck Wealth Management
Illinois
$269K
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$1.69M
4
SA
SFI Advisors
New Jersey
$0
5
C
CEDRUS
Colorado
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
201
Hilltop Holdings
Texas
$1.86M +$892K +19,420 +92%
EWM
202
EPG Wealth Management
Georgia
$1.85M +$71.6K +1,558 +4%
GWSG
203
GPS Wealth Strategies Group
Colorado
$1.82M -$162K -3,533 -8%
MIM
204
MTM Investment Management
South Carolina
$1.82M -$73.2K -1,594 -4%
AWM
205
Accel Wealth Management
Iowa
$1.82M +$184 +4 +0%
AFP
206
Ausdal Financial Partners
Iowa
$1.78M -$209K -4,556 -11%
SLWA
207
San Luis Wealth Advisors
California
$1.73M +$154K +3,362 +10%
CFD
208
Creative Financial Designs
Indiana
$1.73M -$68K -1,480 -4%
WAS
209
WESPAC Advisors SoCal
California
$1.73M +$16.8K +366 +1%
HAS
210
HBW Advisory Services
California
$1.72M +$823K +17,905 +92%
SWA
211
Stratos Wealth Advisors
Ohio
$1.7M +$1.7M +37,099 New
KFGK
212
Keystone Financial Group (Kentucky)
Kentucky
$1.69M -$5.3M -115,244 -76%
GVAG
213
Great Valley Advisor Group
Delaware
$1.68M +$61.4K +1,337 +4%
SW
214
SteelPeak Wealth
California
$1.67M +$827 +18 +0%
FAM
215
Flaharty Asset Management
Florida
$1.67M -$124K -2,702 -7%
CFGS
216
Concourse Financial Group Securities
Alabama
$1.66M -$12.1K -263 -0.7%
FA
217
Flagstar Advisors
New York
$1.66M -$73.2K -1,592 -4%
LMKC
218
L.M. Kohn & Company
Ohio
$1.64M +$31.2K +678 +2%
PP
219
Prudential plc
United Kingdom
$1.62M +$1.62M +35,200 New
AF
220
Apexium Financial
Texas
$1.61M +$168K +3,651 +12%
WE
221
Wealth Effects
Massachusetts
$1.55M +$459 +10 +0%
MOS
222
MGO One Seven
Ohio
$1.55M +$50.2K +1,093 +3%
IP
223
Ignite Planners
California
$1.53M -$318K -7,066 -17%
BCA
224
Bay Colony Advisors
Massachusetts
$1.51M -$119K -2,600 -7%
CHC
225
City Holding Co
West Virginia
$1.5M +$45K +980 +3%
7 8
9
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