RDVY icon

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 %
KAS
426
KPP Advisory Services
Kentucky
$329K -$624K -10,537 -65%
IWN
427
Independent Wealth Network
Iowa
$323K -$296 -5 -0.1%
LWMI
428
Legacy Wealth Management (Idaho)
Idaho
$323K +$323K +5,145 New
LIS
429
Legacy Investment Solutions
Idaho
$323K +$323K +5,145 New
NWA
430
Navis Wealth Advisors
New York
$322K +$355 +6 +0.1%
BW
431
Bison Wealth
Georgia
$318K -$357K -6,036 -53%
FFA
432
Founders Financial Alliance
North Carolina
$316K -$1.9K -32 -0.6%
CIBC Private Wealth Group
433
CIBC Private Wealth Group
Georgia
$315K – – –
RIA
434
Realta Investment Advisors
Delaware
$314K -$660K -10,885 -68%
BFG
435
Bleakley Financial Group
New Jersey
$313K – – –
BHWM
436
Bar Harbor Wealth Management
New Hampshire
$311K -$888 -15 -0.3%
LAM
437
LifePro Asset Management
California
$310K -$22.3K -377 -7%
TI
438
Trexquant Investment
Connecticut
$308K -$659K -11,125 -68%
EFG
439
Ethos Financial Group
Pennsylvania
$304K +$8.12K +137 +3%
SAM
440
Sequent Asset Management
Texas
$299K – – –
IWM
441
Iams Wealth Management
Nebraska
$297K -$1.16M -19,589 -80%
FFA
442
Florida Financial Advisors
Florida
$297K -$106K -1,786 -26%
FA
443
Faithward Advisors
Pennsylvania
$295K +$295K +4,978 New
KWS
444
Keystone Wealth Services
California
$294K +$35.1K +593 +14%
FCA
445
FinTrust Capital Advisors
South Carolina
$290K – – –
DAS
446
Dynamic Advisor Solutions
Arizona
$289K +$5.45K +92 +2%
XWM
447
Xcel Wealth Management
Florida
$287K – – –
CAM
448
Concorde Asset Management
Michigan
$286K -$72.8K -1,230 -20%
TAM
449
Tucker Asset Management
Colorado
$285K -$54.2K -916 -16%
AssetMark Inc
450
AssetMark Inc
California
$282K -$3.01M -50,785 -91%
16 17
18
19 20