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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 %
MWM
251
Modern Wealth Management
Kansas
$2.72M +$2.72M +46,025 New
EC
252
EdgeRock Capital
Colorado
$2.72M +$541K +9,148 +25%
CIAS
253
Capital Investment Advisory Services
North Carolina
$2.68M -$95.6K -1,616 -3%
EIA
254
Eldridge Investment Advisors
New Hampshire
$2.58M -$44.1K -745 -2%
PIAS
255
PCA Investment Advisory Services
Ohio
$2.56M – – –
TWM
256
TCFG Wealth Management
California
$2.52M +$7.57K +128 +0.3%
LFAS
257
Level Four Advisory Services
Texas
$2.51M -$232K -3,928 -8%
GVAG
258
Great Valley Advisor Group
Delaware
$2.51M +$376K +6,351 +18%
CF
259
Claris Financial
Virginia
$2.48M +$2.48M +41,935 New
TGAM
260
TBH Global Asset Management
Tennessee
$2.47M -$639K -10,801 -21%
MFG
261
Merit Financial Group
Georgia
$2.41M +$126K +2,132 +6%
GFA
262
Gallagher Fiduciary Advisors
Illinois
$2.4M +$43.9K +743 +2%
BRWA
263
B. Riley Wealth Advisors
Florida
$2.38M +$26.3K +444 +1%
MOS
264
MGO One Seven
Ohio
$2.36M +$255K +4,314 +12%
BBL
265
Beck Bode LLC
Massachusetts
$2.35M -$1.28M -21,564 -35%
NFG
266
Nations Financial Group
Iowa
$2.32M -$230K -3,891 -9%
WEG
267
World Equity Group
Illinois
$2.31M -$349K -5,894 -13%
KFGK
268
Keystone Financial Group (Kentucky)
Kentucky
$2.27M -$29.5K -498 -1%
AA
269
Advisory Alpha
Michigan
$2.27M -$243K -4,106 -10%
SW
270
SteelPeak Wealth
California
$2.25M +$46.2K +782 +2%
LBC
271
Leigh Baldwin & Co
New York
$2.24M +$2.24M +37,873 New
AG
272
AmeriFlex Group
Nevada
$2.2M +$2.2M +35,191 New
PCA
273
Prosperity Capital Advisors
Ohio
$2.17M -$1.45M -24,537 -40%
EWM
274
EPG Wealth Management
Georgia
$2.16M -$145K -2,445 -6%
AFP
275
Ausdal Financial Partners
Iowa
$2.15M +$25.3K +427 +1%
9 10
11
12 13