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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

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
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$59.4M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
LPL Financial
LPL Financial
California
+$37.6M
4
Ameriprise
Ameriprise
Minnesota
+$24.7M
5
Bank of America
Bank of America
North Carolina
+$22.3M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$75.5M
2
FTS
Fifth Third Securities
Ohio
-$31.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.5M
4
FAIM
Financial Advocates Investment Management
Washington
-$9.86M
5
Osaic Holdings
Osaic Holdings
Arizona
-$9.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Avior Wealth Management
Nebraska
$1.61M +$91K +1,662 +6%
FAM
252
Flaharty Asset Management
Florida
$1.61M -$66.7K -1,219 -4%
CPC
253
Consolidated Planning Corp
Georgia
$1.6M +$1.36M +24,805 +564%
TA
254
TrueWealth Advisors
Alabama
$1.53M +$264K +4,828 +21%
T
255
Tidemark
California
$1.53M -$252K -4,609 -14%
OL
256
Owen LaRue
Kentucky
$1.51M +$1.14M +20,874 +310%
CAGAS
257
Capital Advisory Group Advisory Services
Minnesota
$1.47M +$77.9K +1,423 +6%
CA
258
CoreCap Advisors
Michigan
$1.43M +$15.2K +278 +1%
TA
259
TFB Advisors
Kansas
$1.43M -$144K -2,622 -9%
KFP
260
KMG Fiduciary Partners
Ohio
$1.43M +$1.43M +26,042 New
AFA
261
American Financial Advisors
Georgia
$1.42M +$8.16K +149 +0.6%
SAM
262
Secure Asset Management
Michigan
$1.42M +$1.42M +25,976 New
WMWM
263
Whitaker-Myers Wealth Managers
Ohio
$1.37M +$101K +1,847 +8%
LFG
264
Larson Financial Group
Missouri
$1.35M +$1.21M +22,141 +890%
IWM
265
Iams Wealth Management
Nebraska
$1.35M -$220K -4,026 -14%
PGWM
266
Pitti Group Wealth Management
New York
$1.34M +$26.7K +516 +2%
SEP
267
Southland Equity Partners
Missouri
$1.31M +$875K +15,977 +203%
TSMHT
268
Thurston Springer Miller Herd & Titak
Indiana
$1.3M +$1.3M +23,746 New
TCM
269
TD Capital Management
Tennessee
$1.28M +$6.35K +116 +0.5%
PA
270
Prism Advisors
California
$1.28M -$89.4K -1,632 -7%
ECA
271
Elevated Capital Advisors
Utah
$1.28M -$2.53M -46,294 -67%
TPA
272
Trivium Point Advisory
Connecticut
$1.27M +$1.27M +23,201 New
HA
273
Herold Advisors
New York
$1.23M +$5.48K +100 +0.4%
Brown Advisory
274
Brown Advisory
Maryland
$1.22M -$464K -8,475 -28%
WDC
275
Woodward Diversified Capital
California
$1.22M -$29.1K -532 -2%
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