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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

501 hedge funds and large institutions have $7.14B invested in First Trust Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 182 reducing their positions, and 22 closing their positions.

Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.35%
Holding in Top 10
44
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.65%
New
86
Increased
195
Reduced
182
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.35B
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$206M
3
LPL Financial
3
LPL Financial
California
$869M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$300M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$187M
2
ACM
2
Advance Capital Management
Michigan
$116M
3
GA
3
Goldstein Advisors
Wisconsin
$434K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.43M
5
Mariner
5
Mariner
Kansas
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
101
Naviter Wealth
Arkansas
$7.94M -$46.5K -899 -0.6%
BBL
102
Beck Bode LLC
Massachusetts
$7.86M -$412K -7,978 -5%
WCFA
103
Walkner Condon Financial Advisors
Wisconsin
$7.71M -$289K -5,588 -4%
CA
104
Crumly & Associates
Illinois
$7.55M +$4.8M +92,955 +175%
C
105
CEDRUS
Colorado
$7.54M +$184K +3,556 +2%
AA
106
AJ Advisors
Tennessee
$7.49M +$364K +7,052 +5%
WFS
107
Weitzel Financial Services
Iowa
$7.49M +$207K +3,983 +3%
IGWM
108
ICA Group Wealth Management
Colorado
$7.49M -$305K -5,911 -4%
PSCM
109
Per Stirling Capital Management
Texas
$7.28M -$1.01M -19,583 -12%
ACA
110
Aspire Capital Advisors
Washington
$7.23M +$384K +7,437 +6%
PIS
111
POM Investment Strategies
North Carolina
$6.69M +$6.69M +129,490 New
CCA
112
Cottonwood Capital Advisors
Utah
$6.66M -$371K -7,182 -5%
GA
113
GSG Advisors
New Jersey
$6.65M +$1.38M +26,987 +26%
AAS
114
Ameritas Advisory Services
Nebraska
$6.64M -$350K -6,767 -5%
IAIM
115
International Assets Investment Management
Florida
$6.62M +$533K +10,312 +9%
BAM
116
Bellevue Asset Management
Washington
$6.37M +$2.01M +38,971 +46%
DWM
117
Denver Wealth Management
Colorado
$6.05M -$85.5K -1,654 -1%
AWE
118
Avidian Wealth Enterprises
Texas
$6.01M +$71.5K +1,384 +1%
TFS
119
Thoroughbred Financial Services
Tennessee
$5.94M +$270K +5,224 +5%
CPRC
120
Consolidated Portfolio Review Corp
New York
$5.9M +$776K +15,028 +15%
OC
121
Oppenheimer & Co
New York
$5.73M +$1.16M +22,488 +25%
BPFA
122
Barnes Pettey Financial Advisors
Mississippi
$5.71M +$1.72M +33,274 +43%
WWM
123
Wagner Wealth Management
South Carolina
$5.66M +$55K +1,065 +1%
TI
124
tru Independence
Oregon
$5.65M +$2.62M +50,656 +86%
SWM
125
Shelton Wealth Management
Texas
$5.56M -$2.05M -39,591 -27%
3 4
5
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