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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 %
ACP
276
Aveo Capital Partners
Colorado
$1.43M -$638K -10,778 -31%
TA
277
TFB Advisors
Kansas
$1.41M -$138K -2,324 -9%
CAS
278
Coppell Advisory Solutions
Texas
$1.4M -$2.76M -46,870 -66%
Fidelity Investments
279
Fidelity Investments
Massachusetts
$1.38M +$167K +2,822 +14%
HA
280
Herold Advisors
New York
$1.37M +$41.4K +699 +3%
ECA
281
Elevated Capital Advisors
Utah
$1.37M -$12.5K -211 -0.9%
OL
282
Owen LaRue
Kentucky
$1.37M -$269K -4,550 -16%
IAS
283
Insigneo Advisory Services
Florida
$1.36M +$226K +3,813 +20%
KWA
284
Kingswood Wealth Advisors
California
$1.36M +$1.03M +17,323 +311%
RCG
285
Regatta Capital Group
California
$1.34M -$6.91M -116,726 -84%
PGWM
286
Pitti Group Wealth Management
New York
$1.34M – – –
QCIG
287
Quad-Cities Investment Group
Iowa
$1.34M +$137K +2,321 +11%
TCM
288
TD Capital Management
Tennessee
$1.3M -$86.1K -1,454 -6%
T
289
Tidemark
California
$1.3M -$354K -5,979 -21%
CA
290
CoreCap Advisors
Michigan
$1.29M -$256K -4,331 -17%
SB
291
Strategic Blueprint
Georgia
$1.28M -$2.14M -36,086 -63%
EA
292
Ellsworth Advisors
Ohio
$1.25M +$19.8K +334 +2%
PTC
293
Private Trust Company
Ohio
$1.24M +$80.1K +1,352 +7%
WWA
294
WCG Wealth Advisors
Nevada
$1.23M -$43.1K -727 -3%
AW
295
Atlas Wealth
Ohio
$1.23M +$589K +9,944 +92%
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$1.23M +$1.2M +20,287 +3,584%
FCM
297
Family Capital Management
Michigan
$1.21M -$30.3K -511 -2%
Betterment LLC
298
Betterment LLC
New York
$1.2M +$89.9K +1,519 +8%
WDC
299
Woodward Diversified Capital
California
$1.17M -$155K -2,618 -12%
SP
300
Sequent Planning
Nebraska
$1.16M +$101K +1,709 +10%
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12
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