RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.05B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$127M
3
GAA
Global Assets Advisory
Florida
$75.5M
4
Wells Fargo
Wells Fargo
California
$480M
5
Bank of America
Bank of America
North Carolina
$261M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$791M
2
ACM
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
Osaic Holdings
Arizona
$177M
4
FA
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
451
Sensible Money
Arizona
$206K +$206K +3,665 New
HGERS
452
Householder Group Estate & Retirement Specialist
Arizona
$206K +$5.28K +94 +3%
SS
453
Sunbelt Securities
Texas
$200K +$449 +8 +0.2%
EW
454
Element Wealth
Mississippi
$200K +$14.7K +262 +8%
BEI
455
Benjamin Edwards Inc
Missouri
$183K -$955 -17 -0.5%
NC
456
NewSquare Capital
Pennsylvania
$170K +$170K +3,018 New
CB
457
Centennial Bank
Arkansas
$169K – – –
ST
458
Smithfield Trust
Pennsylvania
$157K – – –
CPA
459
Clear Point Advisors
New York
$141K +$6.63K +118 +5%
PFBT
460
Parkside Financial Bank & Trust
Missouri
$140K – – –
LFG
461
Larson Financial Group
Missouri
$140K +$337 +6 +0.2%
CA
462
Clearstead Advisors
Ohio
$138K – – –
EWA
463
EverSource Wealth Advisors
Alabama
$133K – – –
FAM
464
Formidable Asset Management
Ohio
$131K +$131K +2,337 New
TSWM
465
Tyler-Stone Wealth Management
Ohio
$120K -$10.1K -180 -8%
TCM
466
TruNorth Capital Management
Michigan
$118K +$118K +2,108 New
GI
467
GAMMA Investing
California
$115K – – –
CMP
468
Coston McIsaac & Partners
Maine
$115K – – –
BBPWM
469
Blue Bell Private Wealth Management
Pennsylvania
$115K – – –
IWP
470
IAG Wealth Partners
Wisconsin
$101K +$11.2K +200 +13%
CAL
471
Capital Analysts LLC
Pennsylvania
$100K +$225 +4 +0.2%
MCM
472
MidAtlantic Capital Management
Virginia
$99.2K – – –
MSG
473
Main Street Group
Virginia
$97.2K +$1.01K +18 +1%
BF
474
BOK Financial
Oklahoma
$95.1K -$3.41K -61 -3%
PB
475
Pinnacle Bancorp
Nebraska
$91.3K +$47.7K +850 +110%
17 18
19
20 21