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First Trust Rising Dividend Achievers ETF
RDVY

409 hedge funds and large institutions have $5B invested in First Trust Rising Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 163 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

12% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 163

0% more funds holding

Funds holding: 407 → 409 (+2)

0.46% less ownership

Funds ownership: 68.75% → 68.29% (-0.46%)

4% less funds holding in top 10

Funds holding in top 10: 48 → 46 (-2)

9% less capital invested

Capital invested by funds: $5.48B → $5B (-$480M)

Holders
409
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
7.05%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
0.79%
New
31
Increased
183
Reduced
163
Closed
25
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
SWMG
Sanchez Wealth Management Group
Florida
+$8.34M
2
AF
Allworth Financial
California
+$7.51M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.03M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.76M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$5.06M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$43.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$32M
3
Bank of America
Bank of America
North Carolina
-$29.2M
4
Morgan Stanley
Morgan Stanley
New York
-$28.5M
5
RJA
Raymond James & Associates
Florida
-$25.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$610M -$2.87M -66,656 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$526M -$28.5M -663,946 -5%
Wells Fargo
3
Wells Fargo
California
$370M +$4.85M +112,769 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$237M -$32M -743,562 -11%
Bank of America
5
Bank of America
North Carolina
$182M -$29.2M -678,375 -13%
Osaic Holdings
6
Osaic Holdings
Arizona
$179M -$3.35M -77,828 -2%
UBS Group
7
UBS Group
Switzerland
$169M -$9.58M -222,848 -5%
Ameriprise
8
Ameriprise
Minnesota
$156M -$43.1M -1,003,129 -20%
ACM
9
Advance Capital Management
Michigan
$135M -$14.3M -332,144 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$122M -$1.45M -33,799 -1%
RJA
11
Raymond James & Associates
Florida
$117M -$25.2M -586,858 -16%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$112M +$5.76M +134,071 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$107M -$7.92M -184,237 -6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$97.8M +$7.03M +163,564 +7%
PAG
15
Private Advisor Group
New Jersey
$68.8M +$2.95M +68,621 +4%
KAS
16
Kestra Advisory Services
Texas
$60.7M -$12M -278,044 -15%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$55.2M -$10.7M -249,578 -15%
Stifel Financial
18
Stifel Financial
Missouri
$44.2M +$2.14M +49,756 +5%
CAN
19
Cetera Advisor Networks
California
$37.2M +$170K +3,953 +0.4%
MML Investors Services
20
MML Investors Services
Massachusetts
$36.4M +$2.59M +60,278 +7%
WWM
21
Western Wealth Management
Colorado
$35.6M -$9.66M -224,582 -20%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$34.7M +$1.12M +26,030 +3%
CAG
23
Csenge Advisory Group
Florida
$34.7M -$41.8K -971 -0.1%
CA
24
Cetera Advisors
Colorado
$34.6M -$250K -5,808 -0.6%
FTS
25
Fifth Third Securities
Ohio
$32M +$2.65M +61,525 +8%
1
2 3 4 5

RDVY Hedge Fund Activity: Q3 2022 in Review

409 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2022, worth a combined $5B — down 8.8% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RDVY positions and 25 closed out — a net gain of 6 holders — while 183 added to existing stakes and 163 trimmed.

The largest buyer was Sanchez Wealth Management Group, adding an estimated $8.34M. The largest seller was Ameriprise, cutting an estimated $43.1M.

  • 409 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2022, up from 407 in Q2 2022.
  • Funds reported $5B of First Trust Rising Dividend Achievers ETF stock for Q3 2022, down 8.8% quarter-over-quarter.
  • 31 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2022 and 25 closed out, a net change of +6 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2022 was Sanchez Wealth Management Group, an estimated $8.34M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q3 2022 was Ameriprise, an estimated $43.1M sold.

Based on aggregated 13F filings for Q3 2022.