RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

534 hedge funds and large institutions have $7.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
7.77%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
47
Increased
252
Reduced
171
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$819M
3
LPL Financial
3
LPL Financial
California
$1.06B
4
Ameriprise
4
Ameriprise
Minnesota
$246M
5
Bank of America
5
Bank of America
North Carolina
$277M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
FTS
2
Fifth Third Securities
Ohio
$21.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$26.2M
4
FAIM
4
Financial Advocates Investment Management
Washington
$4.06M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$41.2M +$4.65M +85,018 +13%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$39.1M +$1.36M +24,887 +4%
KPWS
28
Kestra Private Wealth Services
Texas
$38.2M +$945K +17,252 +3%
NA
29
NewEdge Advisors
Louisiana
$35.9M -$422K -7,711 -1%
DADC
30
D.A. Davidson & Co
Montana
$35.3M -$136K -2,493 -0.4%
AWS
31
Atria Wealth Solutions
New York
$33.9M -$339K -6,187 -1%
RW
32
RVW Wealth
California
$33.8M -$98.7K -1,803 -0.3%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$33.2M +$538K +9,824 +2%
SPIA
34
Steward Partners Investment Advisory
New York
$31.8M -$1.26M -22,983 -4%
AAS
35
Avantax Advisory Services
Texas
$31.1M +$4.98M +90,903 +19%
HI
36
Harbour Investments
Wisconsin
$29.7M -$412K -7,524 -1%
AWM
37
Affinity Wealth Management
Delaware
$28.4M +$4.48M +81,754 +19%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$27.1M -$205K -3,753 -0.7%
ACA
39
Ascension Capital Advisors
Texas
$26.7M +$807K +14,746 +3%
FPGK
40
Financial Partners Group (Kansas)
Kansas
$26.6M +$1.5M +27,359 +6%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$26.2M -$18.5M -337,043 -41%
ACA
42
Aptus Capital Advisors
Alabama
$25.8M +$2.87M +52,383 +13%
HAS
43
Horizon Advisory Services
New York
$25.7M -$654K -11,950 -2%
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$25.5M +$2.66M +48,512 +12%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$24M +$2.93M +53,575 +14%
HPC
46
Hobart Private Capital
North Carolina
$22.8M +$9.36M +170,943 +69%
SWM
47
Solano Wealth Management
California
$21.9M +$640K +11,691 +3%
SFP
48
Sweet Financial Partners
Minnesota
$21.6M -$252K -4,602 -1%
SWP
49
Stratos Wealth Partners
Ohio
$21.5M +$480K +8,764 +2%
FTS
50
Fifth Third Securities
Ohio
$21.1M -$31.2M -568,955 -60%
1
2
3 4 5