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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
+$56.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$38.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$35.3M
4
Morgan Stanley
Morgan Stanley
New York
+$29.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$24.1M

Top Sellers

1
RCG
Regatta Capital Group
California
-$6.91M
2
Wells Fargo
Wells Fargo
California
-$4.6M
3
AFG
ABLE Financial Group
Arizona
-$4.16M
4
MML Investors Services
MML Investors Services
Massachusetts
-$3.87M
5
SPIA
Steward Partners Investment Advisory
New York
-$3.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
251
MTM Investment Management
South Carolina
$2.05M -$8.57K -144 -0.4%
WE
252
Wealth Effects
Massachusetts
$2.05M -$5.57K -94 -0.3%
AF
253
Apexium Financial
Texas
$2.04M -$38.1K -644 -2%
TA
254
TrueWealth Advisors
Alabama
$2.03M +$371K +6,264 +22%
OCM
255
Objective Capital Management
Ohio
$2.01M +$2.01M +34,026 New
YIH
256
Y-Intercept (HK)
Hong Kong
$1.97M +$1.48M +24,946 +298%
TPWA
257
Twin Peaks Wealth Advisors
California
$1.93M +$131K +2,208 +7%
TPA
258
Trivium Point Advisory
Connecticut
$1.88M +$427K +6,806 +29%
TSMHT
259
Thurston Springer Miller Herd & Titak
Indiana
$1.79M +$388K +6,555 +28%
BC
260
Barrett & Company
Rhode Island
$1.79M +$17.4K +294 +1%
ASN
261
Advisory Services Network
Georgia
$1.74M – – –
RFP
262
Root Financial Partners
California
$1.72M -$82.1K -1,386 -5%
LFG
263
Larson Financial Group
Missouri
$1.68M +$227K +3,829 +16%
LSA
264
Lion Street Advisors
Texas
$1.63M -$118K -1,995 -7%
IF
265
Intrua Financial
Texas
$1.63M -$924K -15,603 -36%
CAGAS
266
Capital Advisory Group Advisory Services
Minnesota
$1.61M +$24.6K +415 +2%
PA
267
Prism Advisors
California
$1.59M +$214K +3,621 +16%
AF
268
Advisornet Financial
Minnesota
$1.58M +$453K +7,643 +40%
FAM
269
Flaharty Asset Management
Florida
$1.56M -$178K -3,008 -10%
AFA
270
American Financial Advisors
Georgia
$1.55M +$8.7K +147 +0.6%
DWM
271
Darwin Wealth Management
Florida
$1.51M +$1.51M +25,555 New
WMWM
272
Whitaker-Myers Wealth Managers
Ohio
$1.5M +$18.3K +309 +1%
EFS
273
Econ Financial Services
Pennsylvania
$1.49M +$416K +7,027 +39%
PWA
274
PCG Wealth Advisors
Kansas
$1.46M +$334K +5,634 +30%
AWM
275
Avior Wealth Management
Nebraska
$1.44M -$303K -5,122 -17%
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