FIRST TR EXCHANGE TRADED FD RDVY
RISNG DIVD ACHIV · ETP · CUSIP 33738R506
412
institutional holders
128.8m
shares reported held*
$5.0bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.91. Options: 3 managers hold calls ($214.0k notional), 0 hold puts (—).
Biggest calls
| WOLVERINE TRADING, LLC | — | $212.0k5.4k shares |
| SIMPLEX TRADING, LLC | — | $2.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| LPL Financial LLC 0.59% of their portfolio | 15.7m $610.0m | — |
| MORGAN STANLEY 0.07% of their portfolio | 13.5m $525.8m | — |
| WELLS FARGO & COMPANY/MN 0.13% of their portfolio | 9.5m $370.1m | — |
| Raymond James Financial Services Advisors, Inc. 0.53% of their portfolio | 6.1m $236.6m | — |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 4.7m $182.1m | — |
| OSAIC HOLDINGS, INC. 0.41% of their portfolio | 4.6m $179.5m | — |
| UBS Group AG 0.10% of their portfolio | 4.3m $168.9m | — |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 4.0m $155.8m | — |
| Advance Capital Management, Inc. 16.50% of their portfolio | 3.5m $135.0m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.32% of their portfolio | 3.1m $122.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.12% of their portfolio | 3.0m $116.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 2.9m $111.9m | — |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 2.7m $106.5m | — |
| Cambridge Investment Research Advisors, Inc. 0.55% of their portfolio | 2.5m $97.8m | — |
| Private Advisor Group, LLC 0.79% of their portfolio | 1.8m $68.8m | — |
| Kestra Advisory Services, LLC 0.65% of their portfolio | 1.6m $60.7m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio | 1.4m $55.2m | — |
| STIFEL FINANCIAL CORP 0.07% of their portfolio | 1.1m $44.2m | — |
| Cetera Advisor Networks LLC 0.46% of their portfolio | 956.7k $37.2m | — |
| MML INVESTORS SERVICES, LLC 0.28% of their portfolio | 935.7k $36.4m | — |
| Western Wealth Management, LLC 2.04% of their portfolio | 914.9k $35.6m | — |
| PNC Financial Services Group, Inc. 0.04% of their portfolio | 893.4k $34.7m | — |
| Csenge Advisory Group 2.88% of their portfolio | 893.4k $34.7m | — |
| Cetera Advisors LLC 0.78% of their portfolio | 890.9k $34.6m | — |
| Fifth Third Securities, Inc. 4.62% of their portfolio | 823.0k $32.0m | — |
| Cetera Investment Advisers 0.51% of their portfolio | 810.9k $31.5m | — |
| Equitable Holdings, Inc. 0.56% of their portfolio | 735.9k $28.6m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.07% of their portfolio | 726.6k $28.2m | — |
| Atria Wealth Solutions, Inc. 0.48% of their portfolio | 717.8k $27.9m | — |
| HARBOUR INVESTMENTS, INC. 1.92% of their portfolio | 696.9k $28.5m | — |
| TRUIST FINANCIAL CORP 0.05% of their portfolio | 682.0k $26.5m | — |
| Financial Partners Group, Inc 6.91% of their portfolio | 675.1k $26.2m | — |
| Baird Financial Group, Inc. 0.07% of their portfolio | 599.5k $23.3m | — |
| Sigma Planning Corp 0.87% of their portfolio | 583.7k $22.7m | — |
| Steward Partners Investment Advisory, LLC 0.42% of their portfolio | 580.8k $22.6m | — |
| IFP Advisors, Inc 0.45% of their portfolio | 552.5k $17.5m | — |
| Prospera Financial Services Inc 1.10% of their portfolio | 541.3k $21.0m | — |
| American Portfolios Advisors 0.89% of their portfolio | 537.5k $20.9m | — |
| NewEdge Advisors, LLC 0.34% of their portfolio | 530.8k $20.6m | — |
| Koshinski Asset Management, Inc. 2.43% of their portfolio | 522.9k $20.3m | — |
| RVW Wealth, LLC 2.72% of their portfolio | 498.5k $19.4m | — |
| AFFINITY WEALTH MANAGEMENT LLC 4.82% of their portfolio | 498.4k $19.4m | — |
| Ten Capital Wealth Advisors, LLC 8.71% of their portfolio | 492.4k $19.1m | — |
| Ascension Capital Advisors, Inc. 19.78% of their portfolio | 473.0k $18.4m | — |
| Sweet Financial Partners, LLC 5.72% of their portfolio | 461.7k $18.0m | — |
| CITIGROUP INC 0.02% of their portfolio | 439.6k $17.1m | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC 0.72% of their portfolio | 430.7k $16.7m | — |
| Aptus Capital Advisors, LLC 0.52% of their portfolio | 422.5k $16.4m | — |
| Stratos Wealth Partners, LTD. 0.45% of their portfolio | 413.7k $16.1m | — |
| Janney Montgomery Scott LLC 0.07% of their portfolio | 412.5k $16.0m | — |
| FDx Advisors, Inc. 0.70% of their portfolio | 401.6k $15.6m | — |
| Eldridge Investment Advisors, Inc. 6.05% of their portfolio | 401.6k $15.6m | — |
| GUARDIAN WEALTH ADVISORS, LLC / NC 2.62% of their portfolio | 361.2k $14.0m | — |
| Good Life Advisors, LLC 1.93% of their portfolio | 335.9k $13.1m | — |
| Legacy Capital Wealth Partners, LLC 6.75% of their portfolio | 327.2k $12.7m | — |
| US BANCORP \DE\ 0.03% of their portfolio | 315.3k $12.3m | — |
| PARK NATIONAL CORP /OH/ 0.61% of their portfolio | 310.9k $12.1m | — |
| Sanchez Wealth Management Group 6.43% of their portfolio | 303.1k $11.8m | — |
| FWG Holdings, LLC 8.79% of their portfolio | 301.6k $11.7m | — |
| D.A. DAVIDSON & CO. 0.15% of their portfolio | 299.1k $11.6m | — |
| BLAIR WILLIAM & CO/IL 0.05% of their portfolio | 295.5k $11.5m | — |
| Integrated Wealth Concepts LLC 0.36% of their portfolio | 293.2k $11.4m | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.65% of their portfolio | 291.0k $11.3m | — |
| Keebeck Wealth Management 2.17% of their portfolio | 289.5k $11.3m | — |
| Mattern Wealth Management LLC 4.46% of their portfolio | 285.5k $11.1m | — |
| REGATTA CAPITAL GROUP, LLC 4.72% of their portfolio | 282.0k $11.5m | — |
| HighTower Advisors, LLC 0.03% of their portfolio | 275.1k $10.7m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.16% of their portfolio | 263.5k $10.2m | — |
| PCG Wealth Advisors, LLC 3.54% of their portfolio | 255.5k $9.9m | — |
| EWG Elevate Inc. 5.30% of their portfolio | 242.0k $9.4m | — |
| Valmark Advisers, Inc. 0.19% of their portfolio | 239.9k $9.3m | — |
| First Heartland Consultants, Inc. 1.51% of their portfolio | 235.8k $9.2m | — |
| IHT Wealth Management, LLC 0.69% of their portfolio | 233.4k $9.1m | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.44% of their portfolio | 227.8k $8.9m | — |
| Financial Advocates Investment Management 0.75% of their portfolio | 223.8k $8.7m | — |
| Crumly & Associates Inc. 3.53% of their portfolio | 219.9k $8.5m | — |
| Arax Advisory Partners 1.31% of their portfolio | 213.0k $8.3m | — |
| PFG Advisors 0.91% of their portfolio | 204.5k $8.0m | — |
| Jaffetilchin Investment Partners, LLC 1.01% of their portfolio | 203.2k $7.9m | — |
| Beck Bode, LLC 1.71% of their portfolio | 202.6k $7.9m | — |
| Plotkin Financial Advisors, LLC 7.68% of their portfolio | 195.2k $7.6m | — |
| RFG Advisory, LLC 0.49% of their portfolio | 193.2k $8.5m | — |
| Cedrus LLC 7.06% of their portfolio | 192.5k $7.5m | — |
| Allworth Financial LP 0.09% of their portfolio | 189.0k $7.3m | — |
| Rockefeller Capital Management L.P. 0.04% of their portfolio | 184.7k $7.2m | — |
| Invst, LLC 1.26% of their portfolio | 184.2k $7.3m | — |
| SILVER OAK SECURITIES, INCORPORATED 1.83% of their portfolio | 182.7k $8.4m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 178.8k $7.0m | — |
| Ameritas Advisory Services, LLC 0.41% of their portfolio | 177.0k $6.9m | — |
| AE Wealth Management LLC 0.05% of their portfolio | 171.8k $6.7m | — |
| RiverTree Advisors, LLC 5.43% of their portfolio | 170.7k $6.6m | — |
| BEACON FINANCIAL GROUP 1.02% of their portfolio | 167.1k $6.6m | — |
| CWM, LLC 0.05% of their portfolio | 166.2k $6.5m | — |
| Laurel Wealth Advisors, Inc. 0.68% of their portfolio | 162.9k $6.3m | — |
| SHELTON WEALTH MANAGEMENT, LLC 5.58% of their portfolio | 161.2k $6.3m | — |
| INDEPENDENT FINANCIAL GROUP, LLC 0.56% of their portfolio | 159.3k $6.2m | — |
| TBH Global Asset Management, LLC 1.59% of their portfolio | 159.2k $6.2m | — |
| DENVER WEALTH MANAGEMENT, INC. 5.82% of their portfolio | 157.9k $6.1m | — |
| COTTONWOOD CAPITAL ADVISORS, LLC 5.78% of their portfolio | 156.0k $6.1m | — |
| U.S. Capital Wealth Advisors, LLC 0.30% of their portfolio | 154.5k $6.0m | — |