RDVY icon

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 %
EA
326
Ellsworth Advisors
Ohio
$1.32M +$73.8K +1,248 +6%
RCG
327
Regatta Capital Group
California
$1.32M -$24K -406 -2%
TCM
328
TD Capital Management
Tennessee
$1.31M +$6.51K +110 +0.5%
TA
329
TFB Advisors
Kansas
$1.31M -$98.2K -1,660 -7%
GFG
330
Grantvest Financial Group
New Jersey
$1.31M +$1.31M +22,073 New
OCM
331
Objective Capital Management
Ohio
$1.3M -$717K -12,123 -36%
RIS
332
Richmond Investment Services
Wisconsin
$1.29M +$1.29M +21,873 New
CAM
333
Cresset Asset Management
Illinois
$1.29M +$175K +2,967 +16%
MQWP
334
Morey & Quinn Wealth Partners
Nebraska
$1.28M +$1.28M +21,677 New
IAS
335
Insigneo Advisory Services
Florida
$1.27M -$87.4K -1,477 -6%
Bank of Montreal
336
Bank of Montreal
Ontario, Canada
$1.25M +$11.8K +200 +1%
T
337
Tidemark
California
$1.24M -$53.3K -902 -4%
WCM
338
Winebrenner Capital Management
Kentucky
$1.23M +$1.23M +20,728 New
FCM
339
Family Capital Management
Michigan
$1.2M -$5.68K -96 -0.5%
NWM
340
Nova Wealth Management
Florida
$1.19M +$1.19M +20,147 New
WAM
341
Walker Asset Management
Missouri
$1.18M +$23.7K +400 +2%
SFPG
342
Stonebridge Financial Planning Group
Florida
$1.18M +$94.7K +1,602 +9%
LSA
343
L & S Advisors
California
$1.18M +$34.8K +588 +3%
AWG
344
Altus Wealth Group
Colorado
$1.18M +$949K +16,055 +419%
ATPW
345
Ashton Thomas Private Wealth
Arizona
$1.17M +$179K +3,031 +18%
APWA
346
Atlas Private Wealth Advisors
New Jersey
$1.17M +$105K +1,778 +10%
PTP
347
Platform Technology Partners
New York
$1.16M +$243K +4,112 +27%
Brown Advisory
348
Brown Advisory
Maryland
$1.15M – – –
YIH
349
Y-Intercept (HK)
Hong Kong
$1.15M -$822K -13,901 -42%
PAS
350
PKS Advisory Services
New York
$1.13M +$1.13M +19,027 New
12 13
14
15 16