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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

649 hedge funds and large institutions have $39.8B invested in First Trust Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 292 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+80
Holders Change %
+14.06%
% of All Funds
8.64%
Holding in Top 10
72
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.85%
% of All Funds
0.96%
New
123
Increased
292
Reduced
167
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$807M
2
Ameriprise
Ameriprise
Minnesota
+$83.8M
3
LPL Financial
LPL Financial
California
+$58M
4
Morgan Stanley
Morgan Stanley
New York
+$46.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$24.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$394M
2
Osaic Holdings
Osaic Holdings
Arizona
-$19.2M
3
Goldman Sachs
Goldman Sachs
New York
-$11.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.6M
5
CJH
Christopher J. Hasenberg
Wisconsin
-$7.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$3.25M +$47.5K +767 +1%
NFA
227
Northwest Financial Advisors
Virginia
$3.21M +$233K +3,940 +8%
GWP
228
Gateway Wealth Partners
Wisconsin
$3.19M -$1.08M -18,221 -25%
IWM
229
IMG Wealth Management
Florida
$3.16M +$3.16M +53,497 New
WH
230
Willner & Heller
California
$3.13M +$63.2K +1,068 +2%
AI
231
Arvest Investments
Arkansas
$3.12M +$63K +1,066 +2%
WWA
232
Wisconsin Wealth Advisors
Wisconsin
$3.12M +$3.12M +52,720 New
Citadel Advisors
233
Citadel Advisors
Florida
$3.1M +$872K +14,748 +39%
GFG
234
Goldstone Financial Group
Illinois
$3.08M +$229K +3,870 +8%
KWA
235
Kingswood Wealth Advisors
California
$3.06M +$1.71M +28,927 +126%
SEP
236
Southland Equity Partners
Missouri
$3.05M +$177 +3 +0%
FFS
237
Founders Financial Securities
Maryland
$3.05M +$45.2K +764 +2%
VWA
238
Visionary Wealth Advisors
Illinois
$3.01M +$233K +3,948 +8%
PWM
239
Purus Wealth Management
California
$2.96M -$79.7K -1,348 -3%
LMKC
240
L.M. Kohn & Company
Ohio
$2.91M -$167K -2,829 -5%
AWM
241
Accel Wealth Management
Iowa
$2.89M +$199K +3,362 +7%
CW
242
CreativeOne Wealth
Kansas
$2.85M +$243K +4,101 +9%
CCC
243
Compass Capital Corp
Massachusetts
$2.82M +$2.82M +47,623 New
BFA
244
Beaumont Financial Advisors
Massachusetts
$2.78M -$31.9K -539 -1%
CFGS
245
Concourse Financial Group Securities
Alabama
$2.78M +$126K +2,014 +5%
NW
246
NewEdge Wealth
Pennsylvania
$2.77M -$809K -13,678 -23%
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$2.77M +$224K +3,796 +9%
DIP
248
Davis Investment Partners
North Carolina
$2.75M – – –
SSB
249
Sandy Spring Bank
Maryland
$2.74M +$675K +11,406 +33%
AWM
250
AE Wealth Management
Kansas
$2.73M +$46.3K +783 +2%
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