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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

534 hedge funds and large institutions have $7.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
7.77%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
47
Increased
252
Reduced
171
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$376M
2
Morgan Stanley
Morgan Stanley
New York
$819M
3
LPL Financial
LPL Financial
California
$1.06B
4
Ameriprise
Ameriprise
Minnesota
$246M
5
Bank of America
Bank of America
North Carolina
$277M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$0
2
FTS
Fifth Third Securities
Ohio
$21.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.2M
4
FAIM
Financial Advocates Investment Management
Washington
$4.06M
5
Osaic Holdings
Osaic Holdings
Arizona
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
526
Financial Gravity Asset Management
Texas
$5.48K -$27.4K -500 -83%
WWP
527
WR Wealth Planners
Missouri
$5.48K – – –
RFA
528
Register Financial Advisors
Georgia
$5.31K – – –
BCMLT
529
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.15K – – –
FCG
530
Financial Connections Group
California
$5K +$5K +92 New
HFA
531
Hershey Financial Advisers
Pennsylvania
$3.89K +$3.89K +71 New
IFAM
532
Institutional & Family Asset Management
Colorado
$3.45K – – –
HNB
533
Huntington National Bank
Ohio
$3.12K -$3.2K – –
BTI
534
Blue Trust Inc
Georgia
$2.36K – – –
CSC
535
Caldwell Sutter Capital
California
$2.19K – – –
BWL
536
Bogart Wealth LLC
Virginia
$602 – – –
SIS
537
Sound Income Strategies
Florida
$2 -$1.07K -19 Closed
GAA
538
Global Assets Advisory
Florida
– -$75.5M -4,216,002 Closed
DWM
539
Dynasty Wealth Management
Florida
– -$4.15M -73,856 Closed
LNC
540
Lincoln National Corp
Pennsylvania
– -$3.18M -56,551 Closed
PCA
541
Prosperity Capital Advisors
Ohio
– -$2.92M -52,024 Closed
KFGK
542
Keystone Financial Group (Kentucky)
Kentucky
– -$2.18M -38,841 Closed
HIC
543
Hartline Investment Corp
Illinois
– -$1.47M -26,205 Closed
CBFP
544
Cedar Brook Financial Partners
Ohio
– -$1.29M -22,917 Closed
CAG
545
Curtis Advisory Group
California
– -$1.1M -19,583 Closed
SAW
546
Signal Advisors Wealth
Michigan
– -$709K -12,622 Closed
QWP
547
Quotient Wealth Partners
Texas
– -$693K -12,336 Closed
PP
548
Prudential plc
United Kingdom
– -$590K -10,500 Closed
HWP
549
Hibernia Wealth Partners
Louisiana
– -$528K -9,406 Closed
DFA
550
DHK Financial Advisors
New Hampshire
– -$365K -6,500 Closed
19 20 21
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