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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.

New
Increased
Maintained
Reduced
Closed
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
Koshinski Asset Management
Illinois
+$807M
2
Ameriprise
Ameriprise
Minnesota
+$83.8M
3
LPL Financial
LPL Financial
California
+$58M
4
Morgan Stanley
Morgan Stanley
New York
+$46.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$24.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$394M
2
Osaic Holdings
Osaic Holdings
Arizona
-$19.2M
3
Goldman Sachs
Goldman Sachs
New York
-$11.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.6M
5
CJH
Christopher J. Hasenberg
Wisconsin
-$7.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
XWM
501
Xcel Wealth Management
Florida
$287K – – –
MAS
502
MPWM Advisory Solutions
Georgia
$286K +$286K +4,828 New
CAM
503
Concorde Asset Management
Michigan
$283K -$2.48K -42 -0.9%
DAS
504
Dynamic Advisor Solutions
Arizona
$281K -$7.98K -135 -3%
PCM
505
Presidio Capital Management
California
$279K -$72.4K -1,225 -21%
SW
506
Simplicity Wealth
New Jersey
$278K -$525K -8,869 -65%
WP
507
WealthPLAN Partners
Nebraska
$278K – – –
NL
508
NWAM LLC
Washington
$277K +$118 +2 +0%
KDA
509
Kraft Davis & Associates
Missouri
$277K +$277K +4,495 New
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$277K -$42.1K -704 -13%
CPC
511
Consolidated Planning Corp
Georgia
$273K -$4.14K -70 -1%
HA
512
Hofer & Associates
California
$273K +$64.8K +1,095 +31%
MW
513
Members Wealth
Pennsylvania
$272K +$272K +4,425 New
GLA
514
Great Lakes Advisors
Illinois
$272K – – –
FOFP
515
Fee-Only Financial Planning
South Carolina
$262K -$11.8K -200 -4%
FFG
516
Frisch Financial Group
New York
$261K +$827 +14 +0.3%
EWM
517
Executive Wealth Management
Michigan
$261K +$31.3K +529 +14%
SIM
518
Stratos Investment Management
Ohio
$255K +$255K +4,319 New
TSWM
519
Tyler-Stone Wealth Management
Ohio
$254K +$118 +2 +0%
ACM
520
Armbruster Capital Management
New York
$252K +$252K +4,255 New
SWA
521
Strategies Wealth Advisors
Michigan
$250K +$1.25K +20 +0.5%
KIG
522
Kennedy Investment Group
New Jersey
$250K -$9.4K -159 -4%
AFC
523
AFT Forsyth & Company
Florida
$244K +$118 +2 +0%
AFW
524
Avantra Family Wealth
Pennsylvania
$240K +$240K +4,063 New
MWM
525
MBE Wealth Management
Wisconsin
$240K +$9.64K +163 +4%
19 20
21
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