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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.

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

Top Sellers

1
RCG
Regatta Capital Group
California
$1.34M
2
Wells Fargo
Wells Fargo
California
$514M
3
AFG
ABLE Financial Group
Arizona
$17.9M
4
MML Investors Services
MML Investors Services
Massachusetts
$58.6M
5
SPIA
Steward Partners Investment Advisory
New York
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
501
Clear Point Advisors
New York
$149K +$296 +5 +0.2%
EWA
502
EverSource Wealth Advisors
Alabama
$148K -$38.3K -647 -21%
PFBT
503
Parkside Financial Bank & Trust
Missouri
$148K – – –
PB
504
Pinnacle Bancorp
Nebraska
$130K +$33.5K +566 +35%
BBPWM
505
Blue Bell Private Wealth Management
Pennsylvania
$125K +$4.44K +75 +4%
TCM
506
TruNorth Capital Management
Michigan
$125K – – –
S
507
SignatureFD
Georgia
$116K -$533 -9 -0.5%
MCM
508
MidAtlantic Capital Management
Virginia
$115K +$10.6K +179 +10%
IAIM
509
International Assets Investment Management
Florida
$115K +$113K +6,687,924 +5,797%
FNWA
510
Financial Network Wealth Advisors
Utah
$114K +$83.5K +1,411 +273%
WI
511
Wintrust Investments
Illinois
$108K -$939K -15,967 -90%
VWM
512
Venturi Wealth Management
Texas
$105K +$105K +1,767 New
Bessemer Group
513
Bessemer Group
New Jersey
$104K -$140K -2,371 -57%
WSFS
514
Wilmington Savings Fund Society
Delaware
$104K +$104K +1,750 New
MSG
515
Main Street Group
Virginia
$102K -$1.78K -30 -2%
BF
516
BOK Financial
Oklahoma
$100K – – –
CA
517
Crewe Advisors
Utah
$96.8K +$10.8K +182 +13%
IWP
518
IAG Wealth Partners
Wisconsin
$94.7K -$11.8K -200 -11%
FDCDDQ
519
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.6K – – –
NFSG
520
Newbridge Financial Services Group
Florida
$71.6K +$59.2K +1,000 +476%
PA
521
PSI Advisors
Florida
$66.3K – – –
AA
522
Ancora Advisors
Ohio
$60.6K – – –
KFI
523
Key Financial Inc
Pennsylvania
$57.4K – – –
WAG
524
Wiser Advisor Group
Arizona
$53.6K +$178 +3 +0.3%
MA
525
MCF Advisors
Kentucky
$49.6K – – –
19 20
21
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