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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.

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
1
Mariner
Kansas
$23.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$18.3M
3
GA
3
Goldstein Advisors
Wisconsin
$12.1M
4
KAS
4
Kestra Advisory Services
Texas
$78.1M
5
PSCM
5
Per Stirling Capital Management
Texas
$7.96M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$537M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$234M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$174M
4
Bank of America
4
Bank of America
North Carolina
$178M
5
WWM
5
Western Wealth Management
Colorado
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$674M 15,350,883 -339,094 -2%
Morgan Stanley
2
Morgan Stanley
New York
$537M 12,224,285 -1,299,052 -10%
Wells Fargo
3
Wells Fargo
California
$403M 9,180,038 -338,095 -4%
AWA
4
Arete Wealth Advisors
Illinois
$351M 7,999 -141 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$234M 5,329,716 -755,526 -12%
UBS Group
6
UBS Group
Switzerland
$191M 4,355,852 +11,493 +0.3%
Bank of America
7
Bank of America
North Carolina
$178M 4,049,212 -635,533 -14%
Osaic Holdings
8
Osaic Holdings
Arizona
$174M 3,959,616 -655,506 -14%
Ameriprise
9
Ameriprise
Minnesota
$161M 3,662,897 -340,316 -9%
ACM
10
Advance Capital Management
Michigan
$142M 3,232,218 -240,933 -7%
RJA
11
Raymond James & Associates
Florida
$123M 2,810,936 -185,542 -6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$123M 2,791,554 -353,178 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$122M 2,780,314 +39,889 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$121M 2,764,002 -115,150 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$93.8M 2,134,696 -380,244 -15%
KAS
16
Kestra Advisory Services
Texas
$78.1M 1,777,485 +216,511 +14%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$58M 1,319,793 -100,135 -7%
Stifel Financial
18
Stifel Financial
Missouri
$47.9M 1,089,563 -47,101 -4%
FTS
19
Fifth Third Securities
Ohio
$43.2M 982,505 +159,521 +19%
CAG
20
Csenge Advisory Group
Florida
$42.5M 968,794 +75,437 +8%
MML Investors Services
21
MML Investors Services
Massachusetts
$42.2M 960,849 +25,140 +3%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$38.8M 882,294 -11,089 -1%
CAN
23
Cetera Advisor Networks
California
$33.2M 756,004 -200,742 -21%
CA
24
Cetera Advisors
Colorado
$32.6M 742,170 -148,770 -17%
EH
25
Equitable Holdings
New York
$31.1M 707,164 -28,761 -4%
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