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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

534 hedge funds and large institutions have $7.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
7.77%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
47
Increased
252
Reduced
171
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$376M
2
Morgan Stanley
Morgan Stanley
New York
$819M
3
LPL Financial
LPL Financial
California
$1.06B
4
Ameriprise
Ameriprise
Minnesota
$246M
5
Bank of America
Bank of America
North Carolina
$277M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$0
2
FTS
Fifth Third Securities
Ohio
$21.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.2M
4
FAIM
Financial Advocates Investment Management
Washington
$4.06M
5
Osaic Holdings
Osaic Holdings
Arizona
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
401
Citizens Financial Group
Rhode Island
$347K +$125K +2,270 +56%
PSF
402
Pacific Sun Financial
California
$346K – – –
RDWM
403
Red Door Wealth Management
Tennessee
$345K – – –
VF
404
VitalStone Financial
Texas
$344K -$2.35K -43 -0.7%
WAM
405
WealthTrust Asset Management
Florida
$340K -$4.93K -90 -1%
WIM
406
Westside Investment Management
California
$338K – – –
ET
407
Equitable Trust
Tennessee
$335K +$61.3K +1,120 +22%
CAM
408
Concorde Asset Management
Michigan
$332K +$2.03K +37 +0.6%
GA
409
Goldstein Advisors
Wisconsin
$328K -$3.29K -60 -1%
AWE
410
Avidian Wealth Enterprises
Texas
$328K -$635K -11,606 -66%
SS
411
Sunbelt Securities
Texas
$322K +$127K +2,323 +65%
KWM
412
Keebeck Wealth Management
Illinois
$319K -$986 -18 -0.3%
TAM
413
Tucker Asset Management
Colorado
$313K +$78.2K +1,429 +33%
LFA
414
Laraway Financial Advisors
Minnesota
$310K +$2.85K +52 +0.9%
LAM
415
LifePro Asset Management
California
$307K -$21.5K -392 -7%
KWA
416
Kingswood Wealth Advisors
California
$305K +$10.2K +186 +3%
CS
417
Capital Square
Tennessee
$304K +$115 +2 +0%
SF
418
Synovus Financial
Georgia
$300K +$2.14K +39 +0.7%
CCMG
419
Clark Capital Management Group
Pennsylvania
$299K – – –
IWN
420
Independent Wealth Network
Iowa
$299K +$8.87K +162 +3%
NWA
421
Navis Wealth Advisors
New York
$297K +$297K +5,428 New
FFA
422
Founders Financial Alliance
North Carolina
$294K -$39.2K -715 -12%
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$290K +$1.42K +26 +0.5%
AWA
424
Arete Wealth Advisors
Illinois
$290K +$290K +5,302 New
BFG
425
Bleakley Financial Group
New Jersey
$289K -$7.67K -140 -3%
15 16
17
18 19