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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

529 hedge funds and large institutions have $7.55B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 242 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+28
Holders Change %
+5.59%
% of All Funds
7.67%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
63
Increased
242
Reduced
181
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.05B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$127M
3
GAA
Global Assets Advisory
Florida
$75.5M
4
Wells Fargo
Wells Fargo
California
$480M
5
Bank of America
Bank of America
North Carolina
$261M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$791M
2
ACM
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
Osaic Holdings
Arizona
$177M
4
FA
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
351
Virtue Capital Management
Tennessee
$621K +$16.7K +308 +3%
DFA
352
DHJJ Financial Advisors
Illinois
$621K +$84.9K +1,511 +16%
Fidelity Investments
353
Fidelity Investments
Massachusetts
$618K +$121K +2,146 +24%
SFWC
354
Strategic Family Wealth Counselors
New Jersey
$616K +$22.6K +402 +4%
RIA
355
Realta Investment Advisors
Delaware
$615K -$90.9K -1,619 -13%
XF
356
XML Financial
Maryland
$591K – – –
PP
357
Prudential plc
United Kingdom
$590K -$3.51M -62,500 -86%
IAN
358
Integrated Advisors Network
Texas
$577K +$51.2K +911 +10%
CCP
359
Clarity Capital Partners
California
$568K – – –
KAS
360
KPP Advisory Services
Kentucky
$545K +$545K +9,703 New
PCIA
361
Prime Capital Investment Advisors
Kansas
$533K +$66.2K +1,178 +14%
HWP
362
Hibernia Wealth Partners
Louisiana
$528K -$15.7K -279 -3%
ZIG
363
Zullo Investment Group
Pennsylvania
$520K +$6.07K +108 +1%
APWA
364
Atlas Private Wealth Advisors
New Jersey
$504K -$405K -7,210 -45%
DIM
365
Delta Investment Management
California
$501K +$501K +8,921 New
DC
366
Davenport & Co
Virginia
$497K +$118K +2,094 +31%
LI
367
LVZ Inc
Michigan
$484K +$37.6K +669 +8%
CA
368
Calton & Associates
Florida
$481K +$112 +2 +0%
SWM
369
SFG Wealth Management
Maryland
$476K +$34.2K +609 +8%
PWP
370
Principle Wealth Partners
Connecticut
$465K +$5.45K +97 +1%
1W
371
1776 Wealth
Georgia
$463K -$337 -6 -0.1%
MCC
372
Money Concepts Capital
Florida
$457K +$15.4K +275 +3%
CP
373
Castleview Partners
Texas
$452K +$16.5K +294 +4%
GWM
374
Greenwich Wealth Management
Connecticut
$451K -$35.4K -630 -7%
FPAS
375
Focus Partners Advisor Solutions
Missouri
$449K +$449K +7,988 New
13 14
15
16 17