RDVY icon

First Trust Rising Dividend Achievers ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GJWM
501
Gilliland Jeter Wealth Management
Arkansas
$17.7K +$17.7K +315 New
CWC
502
Carolinas Wealth Consulting
North Carolina
$17.3K +$56 +1 +0.3%
GCM
503
Gables Capital Management
Florida
$16.9K
HCP
504
Hexagon Capital Partners
Arkansas
$16.9K
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$14.8K +$14.8K +264 New
ANBT
506
American National Bank & Trust
Texas
$12.9K +$12.9K +234 New
S
507
Syntrinsic
Colorado
$12.6K
NSIM
508
North Star Investment Management
Illinois
$12.1K +$12.1K +216 New
NFSG
509
Newbridge Financial Services Group
Florida
$11.8K
AEPWM
510
Atlantic Edge Private Wealth Management
Florida
$11.7K
WIA
511
Wetzel Investment Advisors
Indiana
$11.4K
SC
512
Stephens Consulting
Michigan
$8.15K -$7.92K -141 -49%
National Bank of Canada
513
National Bank of Canada
Quebec, Canada
$7.67K
BLC
514
Brown, Lisle/Cummings
Rhode Island
$6.85K
LI
515
LRI Investments
Florida
$6.01K +$6.01K +107 New
WWP
516
WR Wealth Planners
Missouri
$5.62K +$5.62K +100 New
RFA
517
Register Financial Advisors
Georgia
$5.45K +$5.45K +97 New
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.28K
IPW
519
Impact Partnership Wealth
Georgia
$5.22K +$5.22K +93 New
SC
520
SouthState Corp
Florida
$4.21K +$3.09K +55 +275%
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$3.6K -$23.1K -412 -87%
IFAM
522
Institutional & Family Asset Management
Colorado
$3.54K
HNB
523
Huntington National Bank
Ohio
$3.2K -$11.9K
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.15K +$3.15K +56 New
GAG
525
Goodman Advisory Group
Massachusetts
$2.81K +$2.81K +50 New