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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.

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
1
LPL Financial
California
$1.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$66.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$310M
4
Morgan Stanley
4
Morgan Stanley
New York
$916M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$75M

Top Sellers

1
RCG
1
Regatta Capital Group
California
$1.34M
2
Wells Fargo
2
Wells Fargo
California
$514M
3
AFG
3
ABLE Financial Group
Arizona
$17.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$58.6M
5
SPIA
5
Steward Partners Investment Advisory
New York
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
51
Perennial Investment Advisors
California
$20.6M +$1.4M +23,575 +7%
FTS
52
Fifth Third Securities
Ohio
$20.1M -$2.62M -44,286 -12%
FHC
53
First Heartland Consultants
Missouri
$20.1M +$8.41M +141,978 +72%
BEI
54
Benjamin Edwards Inc
Missouri
$19.9M +$19.6M +330,430 +5,199%
WWM
55
Western Wealth Management
Colorado
$19.8M -$1.65M -27,923 -8%
US Bancorp
56
US Bancorp
Minnesota
$19.8M +$1.02M +17,244 +5%
CA
57
Crumly & Associates
Illinois
$18.5M -$1.62M -27,438 -8%
AAP
58
Arax Advisory Partners
Colorado
$18.4M +$3.64M +61,430 +25%
AFG
59
ABLE Financial Group
Arizona
$17.9M -$4.16M -70,258 -19%
KCFA
60
Key Client Fiduciary Advisors
New Jersey
$17.8M -$101K -1,706 -0.6%
Citigroup
61
Citigroup
New York
$17.8M +$1.22M +20,531 +7%
BFG
62
Beacon Financial Group
Texas
$17.7M -$594K -10,036 -3%
PNC
63
Park National Corp
Ohio
$16.8M -$81.1K -1,369 -0.5%
JIP
64
Jaffetilchin Investment Partners
Florida
$16.8M -$532K -8,984 -3%
GLA
65
Good Life Advisors
Pennsylvania
$16.6M +$460K +7,762 +3%
FIA
66
Foundations Investment Advisors
Arizona
$16.5M +$2.96M +49,950 +22%
VA
67
Valmark Advisers
Ohio
$16M +$4.02M +67,869 +33%
SA
68
Scarborough Advisors
Maryland
$16M +$5.65M +95,344 +55%
EA
69
Ergawealth Advisors
Illinois
$15.2M -$222K -3,747 -1%
IWM
70
IHT Wealth Management
Illinois
$14.7M +$2.7M +45,427 +22%
NLP
71
Next Level Private
New York
$14.6M +$749K +12,658 +5%
SA
72
Sanctuary Advisors
Indiana
$14.5M +$581K +9,123 +4%
LCWP
73
Legacy Capital Wealth Partners
Arkansas
$14M +$2.79M +48,261 +25%
PVI
74
Pine Valley Investments
New Jersey
$13.6M +$379K +6,397 +3%
Goldman Sachs
75
Goldman Sachs
New York
$13.2M -$2.19M -36,931 -14%
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