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

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
FTS
2
Fifth Third Securities
Ohio
$21.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$26.2M
4
FAIM
4
Financial Advocates Investment Management
Washington
$4.06M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
76
Aspire Capital Advisors
Washington
$11.1M +$346K +6,314 +3%
GIA
77
Gladstone Institutional Advisory
Florida
$11M -$179K -3,276 -2%
IA
78
IFG Advisory
Georgia
$10.9M +$7.3M +133,420 +204%
FHA
79
First Horizon Advisors
Tennessee
$10.8M +$389K +7,110 +4%
LCWP
80
Legacy Capital Wealth Partners
Arkansas
$10.6M +$10.6M +194,507 New
SOS
81
Silver Oak Securities
Tennessee
$10.6M +$63.5K +1,160 +0.6%
UFA
82
US Financial Advisors
Massachusetts
$10.5M +$170K +3,102 +2%
HFS
83
Howard Financial Services
Texas
$10.5M -$110K -2,018 -1%
CIA
84
Concurrent Investment Advisors
Florida
$10.5M -$629K -11,482 -6%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$10.4M +$448K +8,181 +4%
PA
86
Pinnacle Associates
New York
$10.1M +$238K +4,338 +2%
PA
87
PFG Advisors
Arizona
$9.98M -$197K -3,600 -2%
PFA
88
Plotkin Financial Advisors
Maryland
$9.77M -$144K -2,631 -1%
SWMG
89
Sanchez Wealth Management Group
Florida
$9.67M +$102K +1,867 +1%
SA
90
Scarborough Advisors
Maryland
$9.57M +$9.57M +174,810 New
C
91
CEDRUS
Colorado
$9.28M +$707K +12,910 +8%
SWA
92
Stratos Wealth Advisors
Ohio
$8.6M +$1.26M +23,026 +17%
AAS
93
Ameritas Advisory Services
Nebraska
$8.42M -$5.04K -92 -0.1%
SPC
94
Sigma Planning Corp
Michigan
$8.41M -$1.21M -22,165 -13%
WWM
95
Wagner Wealth Management
South Carolina
$8.41M -$1.01M -18,510 -11%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$8.36M -$2.16M -39,478 -21%
AAS
97
Asset Allocation Strategies
Michigan
$8.32M -$331K -6,045 -4%
AA
98
AJ Advisors
Tennessee
$8.19M -$156K -2,850 -2%
WFS
99
Weitzel Financial Services
Iowa
$8.13M +$15.5K +284 +0.2%
I
100
INVST
Indiana
$7.79M -$1.69M -31,006 -18%
2 3
4
5 6