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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

649 hedge funds and large institutions have $39.8B invested in First Trust Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 292 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+80
Holders Change %
+14.06%
% of All Funds
8.64%
Holding in Top 10
72
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.85%
% of All Funds
0.96%
New
123
Increased
292
Reduced
167
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$807M
2
Ameriprise
Ameriprise
Minnesota
+$83.8M
3
LPL Financial
LPL Financial
California
+$58M
4
Morgan Stanley
Morgan Stanley
New York
+$46.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$24.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$394M
2
Osaic Holdings
Osaic Holdings
Arizona
-$19.2M
3
Goldman Sachs
Goldman Sachs
New York
-$11.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.6M
5
CJH
Christopher J. Hasenberg
Wisconsin
-$7.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
401
Prosperity Consulting Group
Maryland
$793K +$86K +1,454 +12%
CAL
402
Capital Analysts LLC
Pennsylvania
$790K +$208K +3,513 +36%
NB
403
NBT Bank
New York
$790K -$36.8K -622 -4%
ZB
404
Zions Bancorporation
Utah
$781K – – –
WW
405
Waterfront Wealth
Kansas
$775K +$7.22K +122 +0.9%
AFG
406
Atomi Financial Group
New York
$770K +$7.75K +131 +1%
SWM
407
SFG Wealth Management
Maryland
$769K +$103K +1,734 +15%
PPWM
408
Paragon Private Wealth Management
Kentucky
$768K +$54.1K +914 +8%
M1FG
409
Mach-1 Financial Group
Arkansas
$759K -$7.11M -120,262 -90%
HSA
410
HBK Sorce Advisory
Pennsylvania
$747K -$8.58K -145 -1%
DFA
411
DHJJ Financial Advisors
Illinois
$739K +$7.87K +133 +1%
TWM
412
Trueblood Wealth Management
Ohio
$723K +$9.88K +167 +1%
CWA
413
Clarus Wealth Advisors
Arizona
$711K -$23.1K -386 -3%
KF
414
Krilogy Financial
Missouri
$703K -$13.9K -235 -2%
PAS
415
Park Avenue Securities
New York
$699K +$483K +8,166 +223%
SFWC
416
Strategic Family Wealth Counselors
New Jersey
$655K +$5.97K +101 +0.9%
LA
417
Lynch & Associates
Indiana
$642K +$58.1K +983 +10%
CL
418
Choreo LLC
Illinois
$631K -$2.84K -48 -0.4%
CA
419
Continuum Advisory
Idaho
$626K +$10.2K +173 +2%
CIBC World Market
420
CIBC World Market
Ontario, Canada
$625K – – –
DIM
421
Delta Investment Management
California
$623K +$3.61K +61 +0.6%
XF
422
XML Financial
Maryland
$622K – – –
MWA
423
Merkkuri Wealth Advisors
New York
$616K -$98.4K -1,664 -14%
CAM
424
Creekmur Asset Management
Illinois
$611K -$30.2K -510 -5%
SA
425
Sovran Advisors
California
$610K +$610K +10,075 New
15 16
17
18 19