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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

529 hedge funds and large institutions have $7.55B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 242 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+28
Holders Change %
+5.59%
% of All Funds
7.67%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
63
Increased
242
Reduced
181
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.05B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$127M
3
GAA
Global Assets Advisory
Florida
$75.5M
4
Wells Fargo
Wells Fargo
California
$480M
5
Bank of America
Bank of America
North Carolina
$261M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$791M
2
ACM
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
Osaic Holdings
Arizona
$177M
4
FA
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
276
Herold Advisors
New York
$1.26M -$175K -3,110 -12%
FCM
277
Family Capital Management
Michigan
$1.26M -$70K -1,246 -5%
SCM
278
Spreng Capital Management
Ohio
$1.25M -$111K -1,985 -8%
LSA
279
Lion Street Advisors
Texas
$1.23M – – –
SP
280
Sequent Planning
Nebraska
$1.22M +$1.22M +21,762 New
WAM
281
Walker Asset Management
Missouri
$1.16M -$11.2K -200 -1%
EA
282
Ellsworth Advisors
Ohio
$1.14M +$158K +2,938 +16%
AWM
283
Apollon Wealth Management
South Carolina
$1.13M +$46K +819 +4%
IAS
284
Insigneo Advisory Services
Florida
$1.11M -$229K -4,085 -17%
WWA
285
WCG Wealth Advisors
Nevada
$1.11M -$12.4K -220 -1%
CAG
286
Curtis Advisory Group
California
$1.1M +$11.2K +200 +1%
YIH
287
Y-Intercept (HK)
Hong Kong
$1.09M +$362K +6,440 +50%
FPWM
288
FSB Premier Wealth Management
Iowa
$1.09M +$12.7K +226 +1%
QCIG
289
Quad-Cities Investment Group
Iowa
$1.08M -$13.9K -247 -1%
OC
290
Opinicus Capital
Florida
$1.08M -$4.1K -73 -0.4%
PTC
291
Private Trust Company
Ohio
$1.07M -$196K -3,483 -15%
FZCM
292
Flynn Zito Capital Management
New York
$1.06M +$470K +8,362 +79%
KWM
293
Kaydan Wealth Management
Michigan
$1.05M +$11.6K +206 +1%
IW
294
Imprint Wealth
South Carolina
$1.03M +$1.03M +18,511 New
APW
295
Aurora Private Wealth
New Jersey
$1.03M +$21.4K +384 +2%
EC
296
EdgeRock Capital
Colorado
$1.03M +$93.8K +1,670 +10%
SW
297
Simplicity Wealth
New Jersey
$1.02M +$1.02M +18,208 New
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
$1.02M -$329K -5,863 -24%
AF
299
Advisornet Financial
Minnesota
$1.01M +$367K +6,537 +57%
MFA
300
Mayflower Financial Advisors
Massachusetts
$1.01M -$112K -1,998 -10%
10 11
12
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