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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

569 hedge funds and large institutions have $8.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 254 increasing their positions, 194 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
569
Holders Change
+35
Holders Change %
+6.55%
% of All Funds
8.23%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
60
Increased
254
Reduced
194
Closed
17
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
LPL Financial
LPL Financial
California
$1.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$310M
4
Morgan Stanley
Morgan Stanley
New York
$916M
5
HighTower Advisors
HighTower Advisors
Illinois
$75M

Top Sellers

1
RCG
Regatta Capital Group
California
$1.34M
2
Wells Fargo
Wells Fargo
California
$514M
3
AFG
ABLE Financial Group
Arizona
$17.9M
4
MML Investors Services
MML Investors Services
Massachusetts
$58.6M
5
SPIA
Steward Partners Investment Advisory
New York
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
AE Wealth Management
Kansas
$2.69M -$2.2M -37,129 -45%
WEG
227
World Equity Group
Illinois
$2.66M +$361K +6,090 +16%
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$2.66M +$144K +2,431 +6%
EIA
229
Eldridge Investment Advisors
New Hampshire
$2.63M +$42.2K +712 +2%
CW
230
CreativeOne Wealth
Kansas
$2.61M +$1.95M +32,950 +296%
Focus Partners Wealth
231
Focus Partners Wealth
Massachusetts
$2.58M -$211K -3,507 -8%
PIAS
232
PCA Investment Advisory Services
Ohio
$2.56M +$41.9K +708 +2%
NFG
233
Nations Financial Group
Iowa
$2.55M +$517K +8,728 +25%
TWM
234
TCFG Wealth Management
California
$2.52M +$2.52M +42,511 New
AA
235
Advisory Alpha
Michigan
$2.51M -$179K -3,031 -7%
CFGS
236
Concourse Financial Group Securities
Alabama
$2.51M -$192K -3,235 -7%
GFA
237
Gallagher Fiduciary Advisors
Illinois
$2.36M +$3.55K +60 +0.2%
BRWA
238
B. Riley Wealth Advisors
Florida
$2.35M -$355K -6,027 -13%
EWM
239
EPG Wealth Management
Georgia
$2.3M +$2.3M +38,900 New
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$2.3M +$2.3M +38,862 New
MFG
241
Merit Financial Group
Georgia
$2.28M +$55.8K +943 +3%
Citadel Advisors
242
Citadel Advisors
Florida
$2.23M -$743K -12,551 -25%
SW
243
SteelPeak Wealth
California
$2.2M +$34.2K +577 +2%
SAM
244
Secure Asset Management
Michigan
$2.19M +$653K +11,028 +42%
EC
245
EdgeRock Capital
Colorado
$2.18M +$888K +15,004 +69%
SFS
246
Sowell Financial Services
Arkansas
$2.18M +$17.1K +289 +0.8%
GVAG
247
Great Valley Advisor Group
Delaware
$2.13M +$52.5K +887 +3%
AFP
248
Ausdal Financial Partners
Iowa
$2.13M +$146K +2,472 +7%
MOS
249
MGO One Seven
Ohio
$2.11M +$88.6K +1,497 +4%
SSB
250
Sandy Spring Bank
Maryland
$2.06M +$142K +2,405 +7%
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