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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
$1.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$310M
4
Morgan Stanley
Morgan Stanley
New York
$916M
5
HighTower Advisors
HighTower Advisors
Illinois
$75M

Top Sellers

1
RCG
Regatta Capital Group
California
$1.34M
2
Wells Fargo
Wells Fargo
California
$514M
3
AFG
ABLE Financial Group
Arizona
$17.9M
4
MML Investors Services
MML Investors Services
Massachusetts
$58.6M
5
SPIA
Steward Partners Investment Advisory
New York
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
451
Householder Group Estate & Retirement Specialist
Arizona
$281K +$31K +524 +12%
WP
452
WealthPLAN Partners
Nebraska
$278K -$3.61K -61 -1%
CPC
453
Consolidated Planning Corp
Georgia
$277K -$1.45M -24,519 -84%
NL
454
NWAM LLC
Washington
$277K +$277K +4,683 New
FOFP
455
Fee-Only Financial Planning
South Carolina
$274K -$17.8K -300 -6%
AWA
456
Arete Wealth Advisors
Illinois
$273K -$39.6K -672 -13%
GLA
457
Great Lakes Advisors
Illinois
$272K – – –
MC
458
Moors & Cabot
Massachusetts
$271K +$271K +4,575 New
WFG
459
Wills Financial Group
Virginia
$269K +$12.6K +213 +5%
SPWM
460
Schrum Private Wealth Management
Florida
$265K +$265K +4,476 New
CAM
461
Covenant Asset Management
New Jersey
$264K +$264K +4,459 New
FFG
462
Frisch Financial Group
New York
$261K -$158K -2,673 -38%
Bank of New York Mellon
463
Bank of New York Mellon
New York
$261K -$2.4M -40,529 -90%
PCS
464
Private Client Services
Kentucky
$260K +$260K +4,388 New
KIG
465
Kennedy Investment Group
New Jersey
$259K -$296 -5 -0.1%
CS
466
Capital Square
Tennessee
$256K -$57.4K -970 -18%
TSWM
467
Tyler-Stone Wealth Management
Ohio
$254K +$128K +2,156 +101%
Fisher Asset Management
468
Fisher Asset Management
Washington
$248K +$248K +4,183 New
CAPTRUST Financial Advisors
469
CAPTRUST Financial Advisors
North Carolina
$247K +$247K +4,178 New
EW
470
Element Wealth
Mississippi
$246K -$770 -13 -0.3%
AFC
471
AFT Forsyth & Company
Florida
$244K +$118 +2 +0%
AC
472
Avestar Capital
New York
$243K +$243K +4,100 New
FAM
473
Formidable Asset Management
Ohio
$239K – – –
FPCG
474
Forum Private Client Group
Indiana
$238K -$118 -2 -0%
SWA
475
Strategies Wealth Advisors
Michigan
$236K +$770 +13 +0.3%
17 18
19
20 21