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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 %
Tudor Investment Corp
351
Tudor Investment Corp
Connecticut
$763K -$87.7K -1,482 -10%
HSA
352
HBK Sorce Advisory
Pennsylvania
$756K +$15.2K +256 +2%
BCM
353
Barometer Capital Management
Ontario, Canada
$735K -$166K -2,800 -18%
DFA
354
DHJJ Financial Advisors
Illinois
$732K -$22.5K -380 -3%
CWA
355
Clarus Wealth Advisors
Arizona
$725K -$13.3K -226 -2%
KF
356
Krilogy Financial
Missouri
$718K +$45.5K +768 +7%
MW
357
Maia Wealth
Colorado
$717K +$717K +12,060 New
MWA
358
Merkkuri Wealth Advisors
New York
$715K -$18.1K -306 -2%
PPWM
359
Paragon Private Wealth Management
Kentucky
$715K +$4.74K +80 +0.7%
TWM
360
Trueblood Wealth Management
Ohio
$714K +$257K +4,347 +56%
CRWM
361
Castle Rock Wealth Management
California
$712K -$2.32M -39,104 -76%
PCG
362
Prosperity Consulting Group
Maryland
$707K +$707K +11,947 New
AQR Capital Management
363
AQR Capital Management
Connecticut
$703K +$450K +7,602 +178%
PMG
364
ProVise Management Group
Florida
$697K +$153K +2,585 +28%
DI
365
DAGCO Inc
Ohio
$693K – – –
SWM
366
SFG Wealth Management
Maryland
$667K +$40.7K +688 +7%
RFG
367
REAP Financial Group
Texas
$660K -$104K -1,752 -14%
BPA
368
Beacon Pointe Advisors
California
$660K +$26.8K +453 +4%
CA
369
Continuum Advisory
Idaho
$651K +$338K +5,415 +108%
SFWC
370
Strategic Family Wealth Counselors
New Jersey
$650K – – –
CAM
371
Creekmur Asset Management
Illinois
$642K -$12.8K -217 -2%
CL
372
Choreo LLC
Illinois
$628K +$9.81K +167 +2%
FPAS
373
Focus Partners Advisor Solutions
Missouri
$627K +$77.9K +1,316 +14%
CIBC World Market
374
CIBC World Market
Ontario, Canada
$625K – – –
XF
375
XML Financial
Maryland
$623K – – –
13 14
15
16 17