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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 %
PWA
301
PCG Wealth Advisors
Kansas
$1.61M +$150K +2,537 +10%
VWS
302
Virtus Wealth Solutions
New Jersey
$1.6M +$1.6M +27,006 New
CSP
303
Cary Street Partners
Virginia
$1.59M +$1.59M +26,948 New
RFP
304
Root Financial Partners
California
$1.57M -$143K -2,413 -8%
Fidelity Investments
305
Fidelity Investments
Massachusetts
$1.54M +$163K +2,750 +12%
IF
306
Intrua Financial
Texas
$1.54M -$86.9K -1,470 -5%
AFA
307
American Financial Advisors
Georgia
$1.54M -$8.99K -152 -0.6%
PTC
308
Private Trust Company
Ohio
$1.53M +$297K +5,026 +24%
DWM
309
Darwin Wealth Management
Florida
$1.53M +$16.2K +274 +1%
WMWM
310
Whitaker-Myers Wealth Managers
Ohio
$1.49M -$2.37K -40 -0.2%
PA
311
Prism Advisors
California
$1.49M -$98.7K -1,669 -6%
PGWM
312
Pitti Group Wealth Management
New York
$1.46M -$67.7K -1,145 -4%
CB
313
Chris Bulman
California
$1.46M +$666K +11,253 +83%
CAS
314
Coppell Advisory Solutions
Texas
$1.45M +$53.4K +905 +4%
CFD
315
Creative Financial Designs
Indiana
$1.44M +$441K +7,454 +44%
AWM
316
Avior Wealth Management
Nebraska
$1.44M +$118 +2 +0%
FAM
317
Flaharty Asset Management
Florida
$1.43M -$131K -2,209 -8%
MCM
318
MAI Capital Management
Ohio
$1.4M +$530K +8,968 +61%
AA
319
Armis Advisers
Georgia
$1.36M +$1.36M +23,072 New
HA
320
Herold Advisors
New York
$1.36M -$14.5K -245 -1%
QCIG
321
Quad-Cities Investment Group
Iowa
$1.34M +$8.04K +136 +0.6%
EP
322
Essential Planning
New Hampshire
$1.34M +$1.34M +22,200 New
ECA
323
Elevated Capital Advisors
Utah
$1.33M -$31.8K -538 -2%
APW
324
Aurora Private Wealth
New Jersey
$1.32M +$240K +4,059 +22%
SB
325
Strategic Blueprint
Georgia
$1.32M +$43.6K +738 +3%
11 12
13
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