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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

529 hedge funds and large institutions have $7.55B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 242 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+28
Holders Change %
+5.59%
% of All Funds
7.67%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
63
Increased
242
Reduced
181
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.05B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$127M
3
GAA
3
Global Assets Advisory
Florida
$75.5M
4
Wells Fargo
4
Wells Fargo
California
$480M
5
Bank of America
5
Bank of America
North Carolina
$261M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$791M
2
ACM
2
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$177M
4
FA
4
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWM
226
Total Clarity Wealth Management
Illinois
$2.17M +$1.11M +19,822 +105%
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$2.17M +$104K +1,844 +5%
Bank of New York Mellon
228
Bank of New York Mellon
New York
$2.16M -$187K -3,337 -8%
SPIS
229
Steward Partners Investment Solutions
Oregon
$2.16M +$87.1K +1,551 +4%
SW
230
SteelPeak Wealth
California
$2.15M +$12.5K +223 +0.6%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$2.12M -$155K -2,754 -7%
MFG
232
Merit Financial Group
Georgia
$2.09M +$1.17M +21,651 +127%
FFS
233
Founders Financial Securities
Maryland
$2.07M +$154K +2,734 +8%
GFA
234
Gallagher Fiduciary Advisors
Illinois
$2.07M +$174K +3,106 +9%
MIM
235
MTM Investment Management
South Carolina
$2.07M -$46.6K -830 -2%
NFG
236
Nations Financial Group
Iowa
$2.06M -$349K -6,207 -14%
P
237
&Partners
Tennessee
$2.01M +$2.01M +35,811 New
BRWA
238
B. Riley Wealth Advisors
Florida
$2M -$79.3K -1,726 -4%
HAS
239
HBW Advisory Services
California
$1.97M – – –
WE
240
Wealth Effects
Massachusetts
$1.96M +$17.3K +308 +0.9%
CFGS
241
Concourse Financial Group Securities
Alabama
$1.95M -$68.7K -1,223 -3%
AFP
242
Ausdal Financial Partners
Iowa
$1.95M -$62.9K -1,120 -3%
MOS
243
MGO One Seven
Ohio
$1.92M -$19.8K -353 -1%
SFS
244
Sowell Financial Services
Arkansas
$1.83M -$116K -2,061 -6%
T
245
Tidemark
California
$1.82M -$23.5K -418 -1%
AF
246
Apexium Financial
Texas
$1.76M -$68.1K -1,212 -4%
Brown Advisory
247
Brown Advisory
Maryland
$1.73M +$114K +2,024 +7%
FAM
248
Flaharty Asset Management
Florida
$1.72M -$207K -3,679 -11%
TPWA
249
Twin Peaks Wealth Advisors
California
$1.71M -$97.2K -1,730 -5%
HH
250
Hilltop Holdings
Texas
$1.71M -$568K -10,119 -25%
8 9
10
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