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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

569 hedge funds and large institutions have $8.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 254 increasing their positions, 194 reducing their positions, and 17 closing their positions.

Holders
569
Holders Change
+35
Holders Change %
+6.55%
% of All Funds
8.23%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
60
Increased
254
Reduced
194
Closed
17
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$6K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$66.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$310M
4
Morgan Stanley
4
Morgan Stanley
New York
$916M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$75M

Top Sellers

1
RCG
1
Regatta Capital Group
California
$1.34M
2
Wells Fargo
2
Wells Fargo
California
$514M
3
AFG
3
ABLE Financial Group
Arizona
$17.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$58.6M
5
SPIA
5
Steward Partners Investment Advisory
New York
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$53.7M -$473K -7,991 -0.9%
PFS
27
Prospera Financial Services
Texas
$52.7M +$1.56M +26,384 +3%
Truist Financial
28
Truist Financial
North Carolina
$46.1M +$1.53M +25,811 +3%
NA
29
NewEdge Advisors
Louisiana
$45.1M +$6.22M +105,124 +16%
KPWS
30
Kestra Private Wealth Services
Texas
$41M -$384K -6,484 -0.9%
DADC
31
D.A. Davidson & Co
Montana
$39.9M +$1.73M +29,294 +5%
RW
32
RVW Wealth
California
$37.5M +$874K +14,759 +2%
AWS
33
Atria Wealth Solutions
New York
$36.5M -$99.2K -1,676 -0.3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$35.1M -$828K -13,977 -2%
AAS
35
Avantax Advisory Services
Texas
$34.5M +$863K +14,579 +3%
HI
36
Harbour Investments
Wisconsin
$31.4M -$766K -12,937 -2%
AWM
37
Affinity Wealth Management
Delaware
$31.1M +$410K +6,919 +1%
ACA
38
Ascension Capital Advisors
Texas
$30.7M +$1.73M +29,254 +6%
SPIA
39
Steward Partners Investment Advisory
New York
$30.6M -$3.85M -65,090 -11%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$29.9M +$504K +8,515 +2%
ACA
41
Aptus Capital Advisors
Alabama
$28.9M +$1.05M +17,662 +4%
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.6M +$1.05M +17,661 +4%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$28.5M +$2.55M +43,025 +10%
FPGK
44
Financial Partners Group (Kansas)
Kansas
$27.7M -$971K -16,394 -3%
HAS
45
Horizon Advisory Services
New York
$27.4M -$398K -6,715 -1%
HPC
46
Hobart Private Capital
North Carolina
$25.7M +$1.01M +17,046 +4%
SWP
47
Stratos Wealth Partners
Ohio
$24.7M +$1.39M +23,486 +6%
SFP
48
Sweet Financial Partners
Minnesota
$22.9M -$469K -7,921 -2%
Mariner
49
Mariner
Kansas
$22.8M +$2.21M +37,303 +11%
William Blair & Company
50
William Blair & Company
Illinois
$20.7M -$153K -2,581 -0.7%
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