RDVY icon

First Trust Rising Dividend Achievers ETF

534 hedge funds and large institutions have $7.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
7.77%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
47
Increased
252
Reduced
171
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
226
Certified Advisory Corp
Florida
$2.31M +$55.7K +1,017 +2%
EWM
227
EPG Wealth Management
Georgia
$2.27M -$2.3M -40,889 Closed
GFA
228
Gallagher Fiduciary Advisors
Illinois
$2.18M +$161K +2,947 +8%
WEG
229
World Equity Group
Illinois
$2.13M +$438 +8 +0%
P
230
&Partners
Tennessee
$2.07M +$110K +2,014 +6%
MFG
231
Merit Financial Group
Georgia
$2.06M -$55.6K -1,016 -3%
SW
232
SteelPeak Wealth
California
$2.01M -$83.8K -1,530 -4%
SFS
233
Sowell Financial Services
Arkansas
$2M +$221K +4,040 +12%
AF
234
Apexium Financial
Texas
$1.93M +$215K +3,928 +13%
GVAG
235
Great Valley Advisor Group
Delaware
$1.92M +$317K +5,788 +20%
ACP
236
Aveo Capital Partners
Colorado
$1.91M -$1.33M -24,231 -41%
WE
237
Wealth Effects
Massachusetts
$1.9M -$4.98K -91 -0.3%
MIM
238
MTM Investment Management
South Carolina
$1.9M -$117K -2,141 -6%
NFG
239
Nations Financial Group
Iowa
$1.88M -$128K -2,335 -6%
MOS
240
MGO One Seven
Ohio
$1.87M -$383 -7 -0%
AFP
241
Ausdal Financial Partners
Iowa
$1.83M -$67.5K -1,232 -4%
SSB
242
Sandy Spring Bank
Maryland
$1.78M +$134K +2,444 +8%
ASN
243
Advisory Services Network
Georgia
$1.74M +$266K +4,867 +18%
NEWAS
244
N.E.W. Advisory Services
Wisconsin
$1.72M +$215K +3,927 +14%
BCA
245
Bay Colony Advisors
Massachusetts
$1.67M +$233K +4,252 +16%
TPWA
246
Twin Peaks Wealth Advisors
California
$1.67M -$2.41K -44 -0.1%
RFP
247
Root Financial Partners
California
$1.66M +$8.87K +162 +0.5%
BC
248
Barrett & Company
Rhode Island
$1.64M +$26.4K +482 +2%
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$1.63M +$636K +11,614 +64%
LSA
250
Lion Street Advisors
Texas
$1.62M +$317K +5,798 +24%