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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 %
FH
401
FWG Holdings
Florida
$403K +$240 +4 +0.1%
1W
402
1776 Wealth
Georgia
$402K -$35.8K -604 -8%
OPA
403
Old Port Advisors
Maine
$398K – – –
FSC
404
Full Sail Capital
Oklahoma
$393K – – –
WAM
405
WealthTrust Asset Management
Florida
$392K +$25.1K +424 +7%
JWM
406
JFG Wealth Management
Colorado
$390K +$390K +6,591 New
AWA
407
Alta Wealth Advisors
Massachusetts
$381K -$67.2K -1,135 -15%
VF
408
VitalStone Financial
Texas
$381K +$8.41K +142 +2%
SAM
409
Strategy Asset Managers
California
$381K +$70.8K +1,196 +23%
CCMG
410
Clark Capital Management Group
Pennsylvania
$379K +$55.7K +940 +17%
WIC
411
Woodmont Investment Counsel
Tennessee
$377K +$143K +2,422 +61%
CFG
412
Citizens Financial Group
Rhode Island
$376K +$1.95K +33 +0.5%
CWP
413
Cyndeo Wealth Partners
Florida
$374K +$70.7K +1,194 +23%
GM
414
GeoWealth Management
Illinois
$369K -$378K -6,389 -51%
WIM
415
Westside Investment Management
California
$365K – – –
CF
416
Centaurus Financial
California
$364K -$83K -1,403 -19%
ET
417
Equitable Trust
Tennessee
$362K – – –
PCM
418
Presidio Capital Management
California
$352K -$81.4K -1,375 -19%
PSF
419
Pacific Sun Financial
California
$351K -$23.7K -400 -6%
GA
420
Goldstein Advisors
Wisconsin
$347K -$7.76K -131 -2%
AWE
421
Avidian Wealth Enterprises
Texas
$345K -$10K -169 -3%
HH
422
Hilltop Holdings
Texas
$341K -$467K -7,885 -58%
ZIG
423
Zullo Investment Group
Pennsylvania
$337K -$212K -3,574 -39%
SWP
424
Summit Wealth Partners
Florida
$334K +$334K +5,641 New
LFA
425
Laraway Financial Advisors
Minnesota
$330K -$5.39K -91 -2%
15 16
17
18 19