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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$791M
2
ACM
2
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$177M
4
FA
4
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
76
Gladstone Institutional Advisory
Florida
$11.5M -$448K -7,972 -4%
CIA
77
Concurrent Investment Advisors
Florida
$11.4M +$1.78M +31,672 +18%
VA
78
Valmark Advisers
Ohio
$11.2M -$3.02M -53,731 -21%
ACA
79
Aspire Capital Advisors
Washington
$11M +$3.13M +55,760 +40%
HFS
80
Howard Financial Services
Texas
$10.9M +$590K +10,508 +6%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$10.8M -$685K -12,196 -6%
SOS
82
Silver Oak Securities
Tennessee
$10.8M +$413K +7,354 +4%
FHA
83
First Horizon Advisors
Tennessee
$10.6M -$882K -15,707 -8%
UFA
84
US Financial Advisors
Massachusetts
$10.6M +$303K +5,393 +3%
PA
85
PFG Advisors
Arizona
$10.4M -$246K -4,380 -2%
AA
86
Advisory Alpha
Michigan
$10.3M -$1.21M -21,476 -11%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$10.2M +$630K +11,218 +7%
PFA
88
Plotkin Financial Advisors
Maryland
$10.2M +$861K +15,320 +9%
PA
89
Pinnacle Associates
New York
$10.1M +$236K +4,194 +2%
SPC
90
Sigma Planning Corp
Michigan
$9.88M +$4.88M +86,930 +98%
GM
91
GeoWealth Management
Illinois
$9.84M -$7.59M -135,074 -44%
SWMG
92
Sanchez Wealth Management Group
Florida
$9.82M -$288K -5,119 -3%
KCFA
93
Key Client Fiduciary Advisors
New Jersey
$9.7M -$81.2K -1,445 -0.8%
I
94
INVST
Indiana
$9.7M +$556K +9,954 +6%
TGAM
95
TBH Global Asset Management
Tennessee
$9.68M -$896K -15,945 -8%
WWM
96
Wagner Wealth Management
South Carolina
$9.67M +$3.51M +62,574 +57%
AAS
97
Asset Allocation Strategies
Michigan
$8.88M +$1.18K +21 +0%
C
98
CEDRUS
Colorado
$8.79M +$590K +10,507 +7%
AAS
99
Ameritas Advisory Services
Nebraska
$8.6M +$1.43M +25,575 +20%
AA
100
AJ Advisors
Tennessee
$8.56M +$412K +7,336 +5%
2 3
4
5 6