RDVY icon

First Trust Rising Dividend Achievers ETF

501 hedge funds and large institutions have $7.14B invested in First Trust Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 182 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.34%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
86
Increased
195
Reduced
182
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCFM
326
Clear Creek Financial Management
Washington
$642K -$225K -4,346 -26%
HSA
327
HBK Sorce Advisory
Pennsylvania
$640K +$6.41K +124 +1%
BW
328
Bison Wealth
Georgia
$640K -$72.1K -1,395 -10%
CIBC World Market
329
CIBC World Market
Ontario, Canada
$626K +$168K +3,250 +37%
SS
330
Simplicity Solutions
Minnesota
$620K -$120K -2,323 -16%
MCM
331
MAI Capital Management
Ohio
$606K -$77K -1,491 -11%
AF
332
Advisornet Financial
Minnesota
$595K +$455K +8,801 +323%
VCM
333
Virtue Capital Management
Tennessee
$573K -$109K -2,117 -16%
KFA
334
Kapstone Financial Advisors
Ohio
$571K -$1.49K -29 -0.3%
BTWM
335
Baker Tilly Wealth Management
Wisconsin
$557K +$159K +3,070 +40%
CF
336
Centaurus Financial
California
$556K +$24.7K +478 +5%
BPA
337
Beacon Pointe Advisors
California
$554K -$677K -13,110 -55%
SFWC
338
Strategic Family Wealth Counselors
New Jersey
$546K +$80.4K +1,555 +17%
FZCM
339
Flynn Zito Capital Management
New York
$545K -$107K -2,064 -16%
XF
340
XML Financial
Maryland
$544K
CAM
341
Concorde Asset Management
Michigan
$536K -$6.36M -123,094 -92%
CCP
342
Clarity Capital Partners
California
$522K +$522K +10,112 New
LAM
343
LifePro Asset Management
California
$508K -$102K -1,965 -17%
HWP
344
Hibernia Wealth Partners
Louisiana
$500K -$116K -2,250 -19%
DFA
345
DHJJ Financial Advisors
Illinois
$493K +$199K +3,857 +68%
AWA
346
Alta Wealth Advisors
Massachusetts
$491K -$5.27M -102,088 -91%
IAN
347
Integrated Advisors Network
Texas
$483K -$46.6K -901 -9%
Millennium Management
348
Millennium Management
New York
$478K +$213K +4,120 +80%
ZIG
349
Zullo Investment Group
Pennsylvania
$473K +$17.8K +345 +4%
Jane Street
350
Jane Street
New York
$471K -$1.14M -22,016 -71%