RDVY icon

First Trust Rising Dividend Achievers ETF

649 hedge funds and large institutions have $39.8B invested in First Trust Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 292 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+80
Holders Change %
+14.06%
% of All Funds
8.64%
Holding in Top 10
72
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.85%
% of All Funds
0.96%
New
123
Increased
292
Reduced
167
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWA
451
Wealth Watch Advisors
Colorado
$442K +$442K +7,469 New
AssetMark Inc
452
AssetMark Inc
California
$439K +$157K +2,661 +56%
PCIA
453
Prime Capital Investment Advisors
Kansas
$432K +$828 +14 +0.2%
WCM
454
WealthBridge Capital Management
Ohio
$430K +$2.07K +35 +0.5%
FH
455
FWG Holdings
Florida
$418K -$62 -1 -0%
RDWM
456
Red Door Wealth Management
Tennessee
$417K
CCMG
457
Clark Capital Management Group
Pennsylvania
$405K +$26.4K +446 +7%
1W
458
1776 Wealth
Georgia
$401K -$532 -9 -0.1%
OPA
459
Old Port Advisors
Maine
$400K +$1.72K +29 +0.4%
CFG
460
Citizens Financial Group
Rhode Island
$394K +$19K +321 +5%
FSC
461
Full Sail Capital
Oklahoma
$393K
Creative Planning
462
Creative Planning
Kansas
$389K +$170K +2,871 +77%
SAM
463
Strategy Asset Managers
California
$380K
RIA
464
Realta Investment Advisors
Delaware
$376K +$67.4K +1,129 +22%
JWM
465
JFG Wealth Management
Colorado
$374K -$15.8K -267 -4%
VFG
466
Victory Financial Group
Texas
$367K +$367K +6,202 New
WIM
467
Westside Investment Management
California
$365K
ET
468
Equitable Trust
Tennessee
$362K
PSF
469
Pacific Sun Financial
California
$360K +$10.1K +170 +3%
CRWM
470
Castle Rock Wealth Management
California
$356K -$397K -6,337 -53%
FPAS
471
Focus Partners Advisor Solutions
Missouri
$343K -$283K -4,784 -45%
IWN
472
Independent Wealth Network
Iowa
$338K +$15.5K +262 +5%
ZIG
473
Zullo Investment Group
Pennsylvania
$338K +$1.66K +28 +0.5%
AWE
474
Avidian Wealth Enterprises
Texas
$333K -$10.8K -182 -3%
GA
475
Goldstein Advisors
Wisconsin
$333K -$13.2K -223 -4%