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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 %
CCP
326
Clarity Capital Partners
California
$929K +$70.9K +1,198 +8%
RWP
327
RWA Wealth Partners
Massachusetts
$924K +$8.94K +151 +1%
PTP
328
Platform Technology Partners
New York
$916K +$164K +2,775 +22%
Renaissance Technologies
329
Renaissance Technologies
New York
$900K +$130K +2,200 +17%
OBWG
330
Onyx Bridge Wealth Group
New York
$896K -$58.7K -991 -6%
SCM
331
Spreng Capital Management
Ohio
$888K -$370K -6,245 -29%
FSA
332
Financial Services Advisory
Maryland
$881K +$10.1K +170 +1%
MCM
333
MAI Capital Management
Ohio
$871K +$157K +2,657 +22%
BAM
334
Belpointe Asset Management
Nevada
$868K +$118 +2 +0%
CPIG
335
Chicago Partners Investment Group
Illinois
$860K -$6.94K -117 -0.8%
CFCI
336
Comprehensive Financial Consultants Institutional
Indiana
$832K -$44.9K -759 -5%
PPP
337
Private Portfolio Partners
New Jersey
$830K -$51.1K -863 -6%
PFA
338
Pinnacle Family Advisors
Missouri
$828K +$29.3K +495 +4%
NB
339
NBT Bank
New York
$828K -$75.3K -1,271 -8%
CWS
340
Confluence Wealth Services
Pennsylvania
$807K -$138K -2,328 -15%
SAI
341
Savvy Advisors Inc
New York
$804K +$1.78K +30 +0.2%
SW
342
Simplicity Wealth
New Jersey
$803K -$373K -6,297 -32%
CB
343
Chris Bulman
California
$798K +$798K +13,478 New
Cerity Partners
344
Cerity Partners
New York
$794K -$306K -5,162 -28%
PBF
345
Petix & Botte Financial
California
$790K – – –
GS
346
GTS Securities
New York
$789K +$789K +13,319 New
ZB
347
Zions Bancorporation
Utah
$782K – – –
WW
348
Waterfront Wealth
Kansas
$774K +$102K +1,713 +15%
KFA
349
Kapstone Financial Advisors
Ohio
$767K – – –
AFG
350
Atomi Financial Group
New York
$764K +$58.2K +983 +8%
12 13
14
15 16