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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 %
WAM
301
Walker Asset Management
Missouri
$1.16M -$59.2K -1,000 -5%
Brown Advisory
302
Brown Advisory
Maryland
$1.15M -$167K -2,826 -13%
LSA
303
L & S Advisors
California
$1.15M +$11.7K +197 +1%
PCS
304
Personal CFO Solutions
New Jersey
$1.13M +$40.2K +679 +4%
OC
305
Opinicus Capital
Florida
$1.12M -$10.7K -180 -0.9%
CAM
306
Cresset Asset Management
Illinois
$1.11M +$53.1K +896 +5%
AWM
307
Apollon Wealth Management
South Carolina
$1.11M +$19.6K +331 +2%
FPWM
308
FSB Premier Wealth Management
Iowa
$1.1M +$80.7K +1,363 +8%
SFPG
309
Stonebridge Financial Planning Group
Florida
$1.09M +$41.5K +701 +4%
APW
310
Aurora Private Wealth
New Jersey
$1.08M +$13.1K +221 +1%
BCM
311
Brookstone Capital Management
Illinois
$1.08M +$861K +14,546 +394%
APWA
312
Atlas Private Wealth Advisors
New Jersey
$1.07M -$15.9K -268 -1%
SEIA
313
Signature Estate & Investment Advisors
California
$1.06M -$56.9K -961 -5%
KWM
314
Kaydan Wealth Management
Michigan
$1.05M -$17.9K -303 -2%
FZCM
315
Flynn Zito Capital Management
New York
$1.05M -$103K -1,734 -9%
SMC
316
Smith, Moore & Co
Missouri
$1.05M +$162K +2,737 +18%
MFA
317
Mayflower Financial Advisors
Massachusetts
$1.04M -$19K -321 -2%
IP
318
Ignite Planners
California
$1.02M +$94.3K +1,592 +10%
CFD
319
Creative Financial Designs
Indiana
$1M +$609K +10,280 +154%
ATPW
320
Ashton Thomas Private Wealth
Arizona
$996K +$239K +4,035 +32%
MSAM
321
Moloney Securities Asset Management
Missouri
$985K +$109K +1,840 +12%
FFA
322
Farther Finance Advisors
California
$983K -$55.3K -934 -5%
PIA
323
Panoramic Investment Advisors
Colorado
$981K +$981K +16,566 New
PPWM
324
Perissos Private Wealth Management
Oklahoma
$973K +$54.2K +916 +6%
TP
325
Tranquility Partners
Tennessee
$942K +$7.28K +123 +0.8%
11 12
13
14 15