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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.

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 %
IWM
76
IHT Wealth Management
Illinois
$13.9M -$697K -11,791 -5%
SA
77
Sanctuary Advisors
Indiana
$13.7M -$675K -10,674 -5%
GIA
78
Gladstone Institutional Advisory
Florida
$13.2M +$1.06M +17,848 +9%
SA
79
Scarborough Advisors
Maryland
$13.2M -$2.8M -47,299 -18%
SOS
80
Silver Oak Securities
Tennessee
$12.9M +$777K +13,172 +6%
ACA
81
Aspire Capital Advisors
Washington
$12.6M +$447K +7,558 +4%
TFP
82
Traction Financial Partners
Wyoming
$12.6M +$495K +8,364 +4%
GLA
83
Good Life Advisors
Pennsylvania
$12.5M -$4.06M -68,591 -24%
BAS
84
Breakthru Advisory Services
Wisconsin
$12M +$12M +202,555 New
OP
85
ORG Partners
Indiana
$12M +$8.63M +145,866 +259%
PA
86
PFG Advisors
Arizona
$11.9M +$789K +13,344 +7%
UFA
87
US Financial Advisors
Massachusetts
$11.8M +$221K +3,738 +2%
HFS
88
Howard Financial Services
Texas
$11.8M -$72.7K -1,229 -0.6%
CIA
89
Concurrent Investment Advisors
Florida
$11.8M +$280K +4,738 +2%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$11.8M +$99.8K +1,687 +0.9%
IA
91
IFG Advisory
Georgia
$11.5M -$227K -3,839 -2%
SPG
92
Strategic Planning Group
Utah
$11.4M +$11.4M +193,316 New
SWIA
93
Solano Wealth Investment Advisors
California
$11.3M +$11.3M +191,548 New
SWMG
94
Sanchez Wealth Management Group
Florida
$11.3M +$1.02M +17,223 +10%
PA
95
Pinnacle Associates
New York
$11.1M +$683K +11,557 +7%
LCWP
96
Legacy Capital Wealth Partners
Arkansas
$11M -$2.89M -50,694 -21%
IWA
97
Integrity Wealth Advisors
California
$10.7M +$10.7M +181,090 New
GRP
98
Global Retirement Partners
California
$10.3M +$3.28M +55,406 +46%
SWA
99
Stratos Wealth Advisors
Ohio
$10M +$364K +6,148 +4%
PFA
100
Plotkin Financial Advisors
Maryland
$10M -$392K -6,633 -4%
2 3
4
5 6