RDVY icon

First Trust Rising Dividend Achievers ETF

534 hedge funds and large institutions have $7.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
7.77%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
47
Increased
252
Reduced
171
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
451
Formidable Asset Management
Ohio
$221K +$93.1K +1,700 +73%
FPCG
452
Forum Private Client Group
Indiana
$220K -$32.7K -598 -13%
SWA
453
Strategies Wealth Advisors
Michigan
$218K -$18.8K -343 -8%
WIC
454
Woodmont Investment Counsel
Tennessee
$216K +$216K +3,940 New
GI
455
GAMMA Investing
California
$215K +$102K +1,870 +91%
MWM
456
MBE Wealth Management
Wisconsin
$213K +$213K +3,894 New
BCM
457
Brookstone Capital Management
Illinois
$213K +$213K +3,691 New
GWM
458
GDS Wealth Management
Texas
$212K -$21K -383 -9%
QPW
459
Quantum Private Wealth
Florida
$208K
SW
460
SkyOak Wealth
Michigan
$208K +$1.1K +20 +0.5%
FCBT
461
First Citizens Bank & Trust
North Carolina
$204K -$75.6K -1,380 -27%
CA
462
Cresta Advisors
Texas
$203K +$203K +3,700 New
SM
463
Sensible Money
Arizona
$201K
ADL
464
Asset Dedication LLC
California
$201K
EWA
465
EverSource Wealth Advisors
Alabama
$184K +$37.8K +647 +26%
CB
466
Centennial Bank
Arkansas
$164K
ST
467
Smithfield Trust
Pennsylvania
$154K
CPA
468
Clear Point Advisors
New York
$138K +$438 +8 +0.3%
PFBT
469
Parkside Financial Bank & Trust
Missouri
$137K
TSWM
470
Tyler-Stone Wealth Management
Ohio
$117K +$493 +9 +0.4%
TCM
471
TruNorth Capital Management
Michigan
$115K
CMP
472
Coston McIsaac & Partners
Maine
$112K
Russell Investments Group
473
Russell Investments Group
United Kingdom
$112K +$78.9K +1,441 +239%
BBPWM
474
Blue Bell Private Wealth Management
Pennsylvania
$112K
S
475
SignatureFD
Georgia
$108K -$164K -2,993 -60%