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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

529 hedge funds and large institutions have $7.55B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 242 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+28
Holders Change %
+5.59%
% of All Funds
7.67%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
63
Increased
242
Reduced
181
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.05B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$127M
3
GAA
3
Global Assets Advisory
Florida
$75.5M
4
Wells Fargo
4
Wells Fargo
California
$480M
5
Bank of America
5
Bank of America
North Carolina
$261M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$791M
2
ACM
2
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$177M
4
FA
4
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$51.2M +$27M +480,766 +112%
IWC
27
Integrated Wealth Concepts
Massachusetts
$50.2M +$6.5M +115,726 +15%
PFS
28
Prospera Financial Services
Texas
$46.4M +$2.36M +42,056 +5%
HighTower Advisors
29
HighTower Advisors
Illinois
$46.1M +$2.66M +47,436 +6%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$45.8M +$4.39M +78,122 +11%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$38.7M -$139K -2,468 -0.4%
KPWS
32
Kestra Private Wealth Services
Texas
$38.3M +$7.03M +125,156 +23%
Truist Financial
33
Truist Financial
North Carolina
$37.5M -$211K -3,751 -0.6%
NA
34
NewEdge Advisors
Louisiana
$37.3M -$3.14M -55,862 -8%
DADC
35
D.A. Davidson & Co
Montana
$36.4M +$3.9M +69,516 +12%
AWS
36
Atria Wealth Solutions
New York
$35.1M +$7.33M +130,510 +26%
RW
37
RVW Wealth
California
$34.8M +$275K +4,897 +0.8%
SPIA
38
Steward Partners Investment Advisory
New York
$33.9M +$404K +7,195 +1%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$33.5M -$540K -9,619 -2%
HI
40
Harbour Investments
Wisconsin
$30.9M +$1.42M +25,339 +5%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$28.1M +$26.6M +472,782 +1,708%
HAS
42
Horizon Advisory Services
New York
$27M +$27M +481,560 New
AAS
43
Avantax Advisory Services
Texas
$26.8M +$12.9M +229,800 +93%
ACA
44
Ascension Capital Advisors
Texas
$26.6M +$704K +12,536 +3%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$25.7M +$2.64M +47,068 +11%
AWM
46
Affinity Wealth Management
Delaware
$24.6M +$292K +5,192 +1%
ACA
47
Aptus Capital Advisors
Alabama
$23.5M +$2.14M +38,064 +10%
GWANC
48
Guardian Wealth Advisors (North Carolina)
North Carolina
$23.4M +$2.28M +40,536 +11%
SFP
49
Sweet Financial Partners
Minnesota
$22.4M -$305K -5,435 -1%
SWM
50
Solano Wealth Management
California
$21.8M +$3.37M +60,017 +18%
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