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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.

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

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$137M
2
KWM
2
Keebeck Wealth Management
Illinois
$269K
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$1.69M
4
SA
4
SFI Advisors
New Jersey
$0
5
C
5
CEDRUS
Colorado
$6.55M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$741M 16,132,424 +689,605 +4%
Morgan Stanley
2
Morgan Stanley
New York
$597M 12,995,589 +969,819 +8%
Wells Fargo
3
Wells Fargo
California
$362M 7,875,377 +174,264 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$241M 5,245,403 +266,091 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$202M 4,401,553 +514,485 +13%
Ameriprise
6
Ameriprise
Minnesota
$187M 4,070,451 +187,162 +5%
UBS Group
7
UBS Group
Switzerland
$166M 3,611,367 -71,495 -2%
Bank of America
8
Bank of America
North Carolina
$161M 3,507,790 +150,381 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$140M 3,055,344 +191,273 +7%
ACM
10
Advance Capital Management
Michigan
$137M 2,975,447 -388,609 -12%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$131M 2,841,687 +165,370 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$117M 2,555,184 +49,247 +2%
RJA
13
Raymond James & Associates
Florida
$113M 2,454,919 -84,904 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$86.7M 1,887,417 +24,137 +1%
KAS
15
Kestra Advisory Services
Texas
$84.6M 1,841,116 -9,150 -0.5%
PAG
16
Private Advisor Group
New Jersey
$58.6M 1,275,729 +88,202 +7%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$57.7M 1,255,779 +143,417 +13%
Stifel Financial
18
Stifel Financial
Missouri
$51.4M 1,118,213 +11,527 +1%
FTS
19
Fifth Third Securities
Ohio
$46.9M 1,020,559 +35,924 +4%
CAG
20
Csenge Advisory Group
Florida
$44.6M 969,647 +19,865 +2%
EH
21
Equitable Holdings
New York
$43.2M 939,588 +130,419 +16%
MML Investors Services
22
MML Investors Services
Massachusetts
$42M 914,449 +17,485 +2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$41M 891,301 +27,420 +3%
CAN
24
Cetera Advisor Networks
California
$33.7M 732,941 +110,439 +18%
PFS
25
Prospera Financial Services
Texas
$32.9M 716,151 +68,175 +11%
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