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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$363M
2
Bank of America
2
Bank of America
North Carolina
$158M
3
PAG
3
Private Advisor Group
New Jersey
$56.1M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$13.1M
5
RJA
5
Raymond James & Associates
Florida
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$727M 15,442,819 +262,194 +2%
Morgan Stanley
2
Morgan Stanley
New York
$566M 12,025,770 -93,335 -0.8%
Wells Fargo
3
Wells Fargo
California
$363M 7,701,113 -684,591 -8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$235M 4,979,312 +226,814 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$183M 3,887,068 -47,076 -1%
Ameriprise
6
Ameriprise
Minnesota
$183M 3,883,289 +172,834 +5%
UBS Group
7
UBS Group
Switzerland
$173M 3,682,862 -155,695 -4%
ACM
8
Advance Capital Management
Michigan
$158M 3,364,056 +8,565 +0.3%
Bank of America
9
Bank of America
North Carolina
$158M 3,357,409 -538,380 -14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$135M 2,864,071 +204,383 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$126M 2,676,317 +1,342 +0.1%
RJA
12
Raymond James & Associates
Florida
$120M 2,539,823 -286,322 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$118M 2,505,937 +6,318 +0.3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$87.8M 1,863,280 +58,876 +3%
KAS
15
Kestra Advisory Services
Texas
$87.1M 1,850,266 -3,688 -0.2%
PAG
16
Private Advisor Group
New Jersey
$56.1M 1,187,527 -395,268 -25%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$52.4M 1,112,362 -44,812 -4%
Stifel Financial
18
Stifel Financial
Missouri
$52.1M 1,106,686 +55,833 +5%
FTS
19
Fifth Third Securities
Ohio
$46.4M 984,635 +1,706 +0.2%
CAG
20
Csenge Advisory Group
Florida
$44.7M 949,782 +758 +0.1%
MML Investors Services
21
MML Investors Services
Massachusetts
$42.2M 896,964 +15,503 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$40.7M 863,881 -28,635 -3%
EH
23
Equitable Holdings
New York
$38.1M 809,169 +121,969 +18%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$31.6M 670,965 +36,253 +6%
NA
25
NewEdge Advisors
Louisiana
$31.5M 669,694 -55,346 -8%
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