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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 %
Betterment LLC
276
Betterment LLC
New York
$2.12M +$924K +15,629 +77%
TA
277
TrueWealth Advisors
Alabama
$2.11M +$81K +1,370 +4%
TPWA
278
Twin Peaks Wealth Advisors
California
$2.07M +$141K +2,392 +7%
WE
279
Wealth Effects
Massachusetts
$2.06M +$11.8K +200 +0.6%
TPA
280
Trivium Point Advisory
Connecticut
$2.05M +$279K +4,716 +16%
Mercer Global Advisors
281
Mercer Global Advisors
Colorado
$2.05M -$1.51M -25,579 -42%
MIM
282
MTM Investment Management
South Carolina
$2.02M -$14.8K -250 -0.7%
CAG
283
Centerpoint Advisory Group
Kansas
$2.02M +$2.02M +34,074 New
RAS
284
RPS Advisory Solutions
Kentucky
$1.99M +$1.99M +33,657 New
SCA
285
Snowden Capital Advisors
New York
$1.98M -$1.2M -20,370 -38%
AF
286
Apexium Financial
Texas
$1.91M -$128K -2,157 -6%
Goldman Sachs
287
Goldman Sachs
New York
$1.9M -$11.3M -191,111 -86%
LFG
288
Larson Financial Group
Missouri
$1.84M +$157K +2,653 +9%
BC
289
Barrett & Company
Rhode Island
$1.83M +$36.1K +611 +2%
PPWM
290
Perissos Private Wealth Management
Oklahoma
$1.81M +$839K +14,191 +86%
PP
291
Prudential plc
United Kingdom
$1.8M +$1.8M +30,500 New
RBWA
292
RFG - Bristol Wealth Advisors
Massachusetts
$1.79M +$1.79M +30,183 New
OL
293
Owen LaRue
Kentucky
$1.78M +$419K +7,078 +31%
HCC
294
Hirtle Callaghan & Co
Pennsylvania
$1.77M +$1.77M +30,000 New
CAGAS
295
Capital Advisory Group Advisory Services
Minnesota
$1.75M +$140K +2,363 +9%
ASN
296
Advisory Services Network
Georgia
$1.73M -$144K -2,429 -8%
BCM
297
Brookstone Capital Management
Illinois
$1.72M +$644K +10,888 +60%
LSA
298
Lion Street Advisors
Texas
$1.7M +$64.6K +1,093 +4%
AF
299
Advisornet Financial
Minnesota
$1.66M +$85K +1,437 +5%
AW
300
Atlas Wealth
Ohio
$1.62M +$386K +6,520 +31%
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