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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 %
DIM
376
Delta Investment Management
California
$620K +$117K +1,972 +23%
LA
377
Lynch & Associates
Indiana
$585K +$77.3K +1,305 +15%
CAL
378
Capital Analysts LLC
Pennsylvania
$583K -$1.95K -33 -0.3%
CCFM
379
Clear Creek Financial Management
Washington
$560K -$231K -3,894 -29%
HWP
380
Hibernia Wealth Partners
Louisiana
$558K +$558K +9,423 New
LSIA
381
LaSalle St. Investment Advisors
Illinois
$553K +$553K +9,353 New
CP
382
Castleview Partners
Texas
$542K +$30K +507 +6%
IAN
383
Integrated Advisors Network
Texas
$536K -$25.2K -426 -4%
CA
384
Clearstead Advisors
Ohio
$534K +$3.32K +56 +0.6%
MCC
385
Money Concepts Capital
Florida
$531K -$38.8K -655 -7%
GWM
386
Greenwich Wealth Management
Connecticut
$526K +$50.4K +851 +11%
SF
387
Synovus Financial
Georgia
$510K +$185K +3,124 +57%
FC
388
Forte Capital
New York
$486K +$77.1K +1,302 +19%
NWMG
389
National Wealth Management Group
Ohio
$476K +$212K +3,582 +80%
PWP
390
Principle Wealth Partners
Connecticut
$456K -$29.1K -492 -6%
LI
391
LVZ Inc
Michigan
$456K -$8.41K -142 -2%
SS
392
Sunbelt Securities
Texas
$452K +$104K +1,750 +30%
Qube Research & Technologies (QRT)
393
Qube Research & Technologies (QRT)
United Kingdom
$444K -$1.32M -22,283 -75%
PFP
394
Pinnacle Financial Partners
Tennessee
$441K – – –
PI
395
PFG Investments
New York
$440K +$16.9K +285 +4%
PCIA
396
Prime Capital Investment Advisors
Kansas
$432K -$2.37K -40 -0.5%
WCM
397
WealthBridge Capital Management
Ohio
$429K +$4.32K +73 +1%
RDWM
398
Red Door Wealth Management
Tennessee
$417K +$43.9K +741 +12%
KIG
399
Kowal Investment Group
Wisconsin
$414K +$1.36K +23 +0.3%
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$405K +$7.05K +119 +2%
14 15
16
17 18