RDVY icon

First Trust Rising Dividend Achievers ETF

529 hedge funds and large institutions have $7.55B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 242 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+28
Holders Change %
+5.59%
% of All Funds
7.67%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
63
Increased
242
Reduced
181
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWMG
426
National Wealth Management Group
Ohio
$279K -$127K -2,252 -31%
S
427
SignatureFD
Georgia
$279K +$125K +2,231 +82%
CA
428
Continuum Advisory
Idaho
$276K +$10.6K +191 +4%
FCA
429
FinTrust Capital Advisors
South Carolina
$273K +$22.4K +399 +9%
XWM
430
Xcel Wealth Management
Florida
$272K +$955 +17 +0.4%
AW
431
Atlas Wealth
Ohio
$270K +$270K +4,814 New
WP
432
WealthPLAN Partners
Nebraska
$267K +$7.47K +133 +3%
FTUS
433
Flow Traders U.S.
New York
$265K +$265K +4,710 New
Focus Partners Wealth
434
Focus Partners Wealth
Massachusetts
$263K +$263K +4,688 New
FFA
435
Florida Financial Advisors
Florida
$262K -$28.5K -508 -10%
FPCG
436
Forum Private Client Group
Indiana
$259K -$5K -89 -2%
GLA
437
Great Lakes Advisors
Illinois
$258K -$1.8K -32 -0.7%
KIG
438
Kennedy Investment Group
New Jersey
$249K -$2.7K -48 -1%
CPC
439
Consolidated Planning Corp
Georgia
$247K -$1.69K -30 -0.7%
SWA
440
Strategies Wealth Advisors
Michigan
$242K +$242K +4,317 New
TAM
441
Tucker Asset Management
Colorado
$241K +$11.5K +204 +5%
GWM
442
GDS Wealth Management
Texas
$239K -$6.68K -119 -3%
AFC
443
AFT Forsyth & Company
Florida
$232K +$225 +4 +0.1%
SCM
444
Saxony Capital Management
Missouri
$231K +$231K +4,113 New
CFG
445
Citizens Financial Group
Rhode Island
$227K +$899 +16 +0.4%
CL
446
Choreo LLC
Illinois
$224K
WFG
447
Wills Financial Group
Virginia
$220K +$220K +3,909 New
QPW
448
Quantum Private Wealth
Florida
$214K -$43.8K -780 -17%
SW
449
SkyOak Wealth
Michigan
$212K +$212K +3,783 New
ADL
450
Asset Dedication LLC
California
$206K