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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

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
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.05B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$127M
3
GAA
Global Assets Advisory
Florida
$75.5M
4
Wells Fargo
Wells Fargo
California
$480M
5
Bank of America
Bank of America
North Carolina
$261M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$791M
2
ACM
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
Osaic Holdings
Arizona
$177M
4
FA
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
526
Beaird Harris Wealth Management
Texas
$2.53K +$2.53K +45 New
BTI
527
Blue Trust Inc
Georgia
$2.36K +$2.36K +42 New
CSC
528
Caldwell Sutter Capital
California
$2.25K – – –
SIS
529
Sound Income Strategies
Florida
$1.07K +$1.07K +19 New
BWL
530
Bogart Wealth LLC
Virginia
$618 – – –
FA
531
FDx Advisors
Illinois
– -$19.5M -377,696 Closed
LCWP
532
Legacy Capital Wealth Partners
Arkansas
– -$11.9M -230,279 Closed
DWM
533
Dakota Wealth Management
Florida
– -$3.15M -60,901 Closed
EFG
534
Ethos Financial Group
Pennsylvania
– -$894K -17,298 Closed
AWG
535
Altus Wealth Group
Colorado
– -$852K -16,486 Closed
BTWM
536
Baker Tilly Wealth Management
Wisconsin
– -$557K -10,785 Closed
Jane Street
537
Jane Street
New York
– -$471K -9,122 Closed
AWA
538
Arete Wealth Advisors
Illinois
– -$414K -8,008 Closed
RL
539
Retireful LLC
Michigan
– -$368K -7,117 Closed
D.E. Shaw & Co
540
D.E. Shaw & Co
New York
– -$323K -6,253 Closed
Creative Planning
541
Creative Planning
Kansas
– -$282K -5,463 Closed
Fisher Asset Management
542
Fisher Asset Management
Washington
– -$274K -5,310 Closed
Northern Trust
543
Northern Trust
Illinois
– -$250K -4,843 Closed
Corient Private Wealth
544
Corient Private Wealth
Florida
– -$241K -4,673 Closed
VFG
545
Victory Financial Group
Texas
– -$237K -4,580 Closed
EWM
546
Echo Wealth Management
Minnesota
– -$203K -3,928 Closed
CAPTRUST Financial Advisors
547
CAPTRUST Financial Advisors
North Carolina
– -$201K -3,885 Closed
BBHC
548
Brown Brothers Harriman & Co
New York
– -$121K -2,350 Closed
DPW
549
DiNuzzo Private Wealth
Pennsylvania
– -$67.7K -1,311 Closed
TVAMP
550
Tennessee Valley Asset Management Partners
Tennessee
– -$60.2K -1,165 Closed
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