RDVY icon

First Trust Rising Dividend Achievers ETF

501 hedge funds and large institutions have $7.14B invested in First Trust Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 182 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.35%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
86
Increased
195
Reduced
182
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
26
Prospera Financial Services
Texas
$40.5M +$3.51M +67,998 +9%
IWC
27
Integrated Wealth Concepts
Massachusetts
$40.2M +$15.8M +306,402 +65%
HighTower Advisors
28
HighTower Advisors
Illinois
$40M +$22.3M +431,299 +126%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$38.1M +$34.4M +665,001 +916%
NA
30
NewEdge Advisors
Louisiana
$36.9M +$6.54M +127,676 +22%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$35.8M -$766K -14,825 -2%
Truist Financial
32
Truist Financial
North Carolina
$34.7M +$3.63M +70,168 +12%
RW
33
RVW Wealth
California
$31.8M +$1.34M +25,894 +4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$31.3M -$789K -15,274 -2%
SPIA
35
Steward Partners Investment Advisory
New York
$30.8M +$417K +8,072 +1%
DADC
36
D.A. Davidson & Co
Montana
$29.9M +$10M +194,280 +51%
KPWS
37
Kestra Private Wealth Services
Texas
$28.7M +$11.2M +216,616 +64%
HI
38
Harbour Investments
Wisconsin
$27.1M +$2.7M +52,344 +11%
AWS
39
Atria Wealth Solutions
New York
$25.6M +$3.12M +60,369 +14%
ACA
40
Ascension Capital Advisors
Texas
$23.8M -$224K -4,326 -0.9%
AWM
41
Affinity Wealth Management
Delaware
$22.3M +$5.02M +97,134 +29%
CA
42
Cetera Advisors
Colorado
$22.2M -$1.34M -25,852 -6%
FPGK
43
Financial Partners Group (Kansas)
Kansas
$21.2M +$729K +14,104 +4%
SFP
44
Sweet Financial Partners
Minnesota
$20.9M -$497K -9,618 -2%
ACA
45
Aptus Capital Advisors
Alabama
$19.7M -$121K -2,339 -0.6%
FA
46
FDx Advisors
Illinois
$19.5M -$797K -15,420 -4%
GWANC
47
Guardian Wealth Advisors (North Carolina)
North Carolina
$19.4M -$92.4K -1,789 -0.5%
AFG
48
ABLE Financial Group
Arizona
$19.4M +$652K +12,615 +3%
WWM
49
Western Wealth Management
Colorado
$19.2M -$561K -10,866 -3%
SWP
50
Stratos Wealth Partners
Ohio
$18.7M +$1.9M +36,829 +11%