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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
1
Koshinski Asset Management
Illinois
$30.7B
2
Ameriprise
2
Ameriprise
Minnesota
$363M
3
LPL Financial
3
LPL Financial
California
$1.26B
4
Morgan Stanley
4
Morgan Stanley
New York
$961M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$334M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$6.92M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$183M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$3.55K
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
51
Fifth Third Securities
Ohio
$21.7M +$1.56M +26,407 +8%
PIA
52
Perennial Investment Advisors
California
$20.7M +$90.2K +1,525 +0.4%
William Blair & Company
53
William Blair & Company
Illinois
$20.7M -$29.4K -497 -0.1%
CA
54
Crumly & Associates
Illinois
$19.7M +$1.29M +21,765 +7%
BEI
55
Benjamin Edwards Inc
Missouri
$19.7M -$248K -4,195 -1%
US Bancorp
56
US Bancorp
Minnesota
$19.4M -$331K -5,600 -2%
WWM
57
Western Wealth Management
Colorado
$19M -$785K -13,270 -4%
IA
58
Intellus Advisors
Florida
$18.4M +$18.4M +310,788 New
Citigroup
59
Citigroup
New York
$17.7M -$38.1K -645 -0.2%
FIA
60
Foundations Investment Advisors
Arizona
$17.6M +$1.11M +18,743 +7%
BFG
61
Beacon Financial Group
Texas
$17.6M -$99.5K -1,682 -0.6%
JIP
62
Jaffetilchin Investment Partners
Florida
$17.5M +$806K +13,633 +5%
KCFA
63
Key Client Fiduciary Advisors
New Jersey
$17.4M -$392K -6,636 -2%
LSWP
64
Liberty Square Wealth Partners
Pennsylvania
$17.2M +$17.2M +273,995 New
VA
65
Valmark Advisers
Ohio
$16.9M +$902K +15,248 +6%
PNC
66
Park National Corp
Ohio
$16.9M +$50.5K +854 +0.3%
AFG
67
ABLE Financial Group
Arizona
$16.5M -$1.39M -23,551 -8%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$6.69M +113,181 +76%
NLP
69
Next Level Private
New York
$15.5M +$902K +15,253 +6%
IAA
70
Independent Advisor Alliance
North Carolina
$15.4M +$15.4M +261,177 New
EA
71
Ergawealth Advisors
Illinois
$15.1M -$78.4K -1,326 -0.5%
SWAG
72
Spectrum Wealth Advisory Group
California
$14.8M +$2.38M +40,310 +19%
CL
73
CLG LLC
California
$14.8M +$14.8M +249,456 New
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$14.1M +$1.15M +19,525 +9%
PVI
75
Pine Valley Investments
New Jersey
$14M +$474K +8,011 +3%
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3
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