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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.

New
Increased
Maintained
Reduced
Closed
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 %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$13.1M +$8.36M +141,803 +176%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$12.9M -$554K -9,364 -4%
C
78
CEDRUS
Colorado
$12.9M +$2.86M +48,355 +29%
SWAG
79
Spectrum Wealth Advisory Group
California
$12.4M +$12.4M +209,292 New
ACA
80
Aspire Capital Advisors
Washington
$12.2M +$256K +4,321 +2%
GIA
81
Gladstone Institutional Advisory
Florida
$12.2M +$260K +4,383 +2%
TFP
82
Traction Financial Partners
Wyoming
$12.1M -$1.52M -25,677 -11%
SOS
83
Silver Oak Securities
Tennessee
$12.1M +$698K +11,843 +6%
HFS
84
Howard Financial Services
Texas
$11.9M +$548K +9,259 +5%
IA
85
IFG Advisory
Georgia
$11.7M -$56.8K -959 -0.5%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$11.7M +$423K +7,144 +4%
UFA
87
US Financial Advisors
Massachusetts
$11.6M +$243K +4,099 +2%
CIA
88
Concurrent Investment Advisors
Florida
$11.5M +$166K +2,797 +1%
PA
89
PFG Advisors
Arizona
$11.1M +$310K +5,230 +3%
FHA
90
First Horizon Advisors
Tennessee
$10.9M -$741K -12,517 -6%
PFA
91
Plotkin Financial Advisors
Maryland
$10.4M -$149K -2,515 -1%
SWMG
92
Sanchez Wealth Management Group
Florida
$10.3M -$177K -2,984 -2%
NW
93
Naviter Wealth
Arkansas
$9.96M +$2.26M +38,232 +29%
SWA
94
Stratos Wealth Advisors
Ohio
$9.7M +$398K +6,723 +4%
WWM
95
Wagner Wealth Management
South Carolina
$9.56M +$464K +7,829 +5%
PA
96
Pinnacle Associates
New York
$9.07M -$441K -8,532 -5%
AA
97
AJ Advisors
Tennessee
$8.98M +$125K +2,106 +1%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$8.84M -$209K -3,527 -2%
TI
99
tru Independence
Oregon
$8.77M +$680K +11,482 +8%
WFS
100
Weitzel Financial Services
Iowa
$8.7M -$24.8K -423 -0.3%
2 3
4
5 6