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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

649 hedge funds and large institutions have $39.8B invested in First Trust Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 292 increasing their positions, 167 reducing their positions, and 33 closing their positions.

Holders
649
Holders Change
+80
Holders Change %
+14.06%
% of All Funds
8.64%
Holding in Top 10
72
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.85%
% of All Funds
0.96%
New
123
Increased
292
Reduced
167
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$30.7B
2
Ameriprise
2
Ameriprise
Minnesota
$363M
3
LPL Financial
3
LPL Financial
California
$1.26B
4
Morgan Stanley
4
Morgan Stanley
New York
$961M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$334M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$6.92M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$183M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$3.55K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$54.1M +$477K +8,068 +0.9%
PFS
27
Prospera Financial Services
Texas
$50.9M -$1.79M -30,305 -3%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$50.1M +$21.6M +365,785 +76%
Truist Financial
29
Truist Financial
North Carolina
$49.8M +$3.8M +64,267 +8%
NA
30
NewEdge Advisors
Louisiana
$47.3M +$2.21M +37,451 +5%
DADC
31
D.A. Davidson & Co
Montana
$43.1M +$3.27M +55,219 +8%
AWS
32
Atria Wealth Solutions
New York
$42.8M +$6.3M +106,563 +17%
AAP
33
Arax Advisory Partners
Colorado
$41.9M +$23.6M +398,469 +128%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$39.5M +$4.41M +74,539 +13%
KPWS
35
Kestra Private Wealth Services
Texas
$39M -$1.9M -32,043 -5%
RW
36
RVW Wealth
California
$37.8M +$377K +6,382 +1%
HAS
37
Horizon Advisory Services
New York
$33.5M +$6.13M +103,730 +22%
AAS
38
Avantax Advisory Services
Texas
$33.2M -$1.21M -20,520 -4%
HI
39
Harbour Investments
Wisconsin
$33M +$1.71M +28,962 +5%
ACA
40
Ascension Capital Advisors
Texas
$31.3M +$651K +11,003 +2%
AWM
41
Affinity Wealth Management
Delaware
$31M -$82.1K -1,389 -0.3%
ACA
42
Aptus Capital Advisors
Alabama
$29.8M +$886K +14,976 +3%
SPIA
43
Steward Partners Investment Advisory
New York
$29.6M -$937K -15,851 -3%
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$29.4M +$886K +14,984 +3%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$28.9M +$1.15M +19,369 +4%
Mariner
46
Mariner
Kansas
$26.7M +$3.95M +66,722 +17%
HPC
47
Hobart Private Capital
North Carolina
$26M +$317K +5,354 +1%
SWP
48
Stratos Wealth Partners
Ohio
$25.3M +$624K +10,547 +3%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$25.2M +$12.1M +203,761 +92%
FHC
50
First Heartland Consultants
Missouri
$22.8M +$2.69M +45,415 +13%
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