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First Trust Rising Dividend Achievers ETF
RDVY

532 hedge funds and large institutions have $7.57B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 244 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

35% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 181

7% more funds holding in top 10

Funds holding in top 10: 45 → 48 (+3)

6% more capital invested

Capital invested by funds: $7.15B → $7.57B (+$422M)

6% more funds holding

Funds holding: 504 → 532 (+28)

3.71% less ownership

Funds ownership: 77.9% → 74.19% (-3.7%)

Holders
532
Holders Change
+28
Holders Change %
+5.56%
% of All Funds
7.66%
Holding in Top 10
48
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.67%
% of All Funds
0.69%
New
63
Increased
244
Reduced
181
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GAA
Global Assets Advisory
Florida
+$217M
2
LPL Financial
LPL Financial
California
+$97.8M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$76.1M
4
Wells Fargo
Wells Fargo
California
+$31.2M
5
Bank of America
Bank of America
North Carolina
+$30.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$630M
2
ACM
Advance Capital Management
Michigan
-$112M
3
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
4
FA
FDx Advisors
Illinois
-$19.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$51.2M +$25.2M +480,766 +112%
IWC
27
Integrated Wealth Concepts
Massachusetts
$50.2M +$6.07M +115,726 +15%
PFS
28
Prospera Financial Services
Texas
$46.4M +$2.21M +42,056 +5%
HighTower Advisors
29
HighTower Advisors
Illinois
$46.1M +$2.49M +47,436 +6%
JP Morgan Chase
30
JP Morgan Chase
New York
$45.8M +$4.1M +78,122 +11%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$38.7M -$129K -2,468 -0.4%
KPWS
32
Kestra Private Wealth Services
Texas
$38.3M +$6.57M +125,156 +23%
Truist Financial
33
Truist Financial
North Carolina
$37.5M -$197K -3,751 -0.6%
NA
34
NewEdge Advisors
Louisiana
$37.3M -$2.93M -55,862 -8%
DADC
35
D.A. Davidson & Co
Montana
$36.4M +$3.65M +69,516 +12%
AWS
36
Atria Wealth Solutions
New York
$35.1M +$6.85M +130,510 +26%
RW
37
RVW Wealth
California
$34.8M +$257K +4,897 +0.8%
SPIA
38
Steward Partners Investment Advisory
New York
$33.9M +$377K +7,195 +1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$33.5M -$505K -9,619 -2%
HI
40
Harbour Investments
Wisconsin
$30.9M +$1.33M +25,339 +5%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$28.1M +$24.8M +472,782 +1,708%
HAS
42
Horizon Advisory Services
New York
$27M +$25.3M +481,560 New
AAS
43
Avantax Advisory Services
Texas
$26.8M +$12.1M +229,800 +93%
ACA
44
Ascension Capital Advisors
Texas
$26.6M +$658K +12,536 +3%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$25.7M +$2.47M +47,068 +11%
AWM
46
Affinity Wealth Management
Delaware
$24.6M +$272K +5,192 +1%
ACA
47
Aptus Capital Advisors
Alabama
$23.5M +$2M +38,064 +10%
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.4M +$2.13M +40,536 +11%
SFP
49
Sweet Financial Partners
Minnesota
$22.4M -$285K -5,435 -1%
SWM
50
Solano Wealth Management
California
$21.8M +$3.15M +60,017 +18%
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3 4 5

RDVY Hedge Fund Activity: Q1 2024 in Review

532 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2024, worth a combined $7.57B — up 5.9% from $7.15B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new RDVY positions and 31 closed out — a net gain of 32 holders — while 244 added to existing stakes and 181 trimmed.

The largest buyer was Global Assets Advisory, adding an estimated $217M. The largest seller was Morgan Stanley, cutting an estimated $630M.

  • 532 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2024, up from 504 in Q4 2023.
  • Funds reported $7.57B of First Trust Rising Dividend Achievers ETF stock for Q1 2024, up 5.9% quarter-over-quarter.
  • 63 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2024 and 31 closed out, a net change of +32 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $217M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $630M sold.

Based on aggregated 13F filings for Q1 2024.