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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 %
WFS
101
Weitzel Financial Services
Iowa
$8.31M +$231K +4,139 +3%
PSCM
102
Per Stirling Capital Management
Texas
$8.23M +$315K +5,606 +4%
RCG
103
Regatta Capital Group
California
$8.21M -$3.62M -64,469 -31%
PIS
104
POM Investment Strategies
North Carolina
$7.79M +$519K +9,243 +7%
IGWM
105
ICA Group Wealth Management
Colorado
$7.67M -$466K -8,288 -6%
USCWA
106
U.S. Capital Wealth Advisors
Texas
$7.63M -$2.51M -44,757 -25%
GA
107
GSG Advisors
New Jersey
$7.55M +$348K +6,268 +5%
SWA
108
Stratos Wealth Advisors
Ohio
$7.53M +$3.25M +57,872 +76%
BBL
109
Beck Bode LLC
Massachusetts
$7.36M -$1.18M -21,084 -14%
TI
110
tru Independence
Oregon
$7.34M +$1.2M +21,436 +20%
BAM
111
Bellevue Asset Management
Washington
$7.22M +$300K +5,333 +4%
NW
112
Naviter Wealth
Arkansas
$7.03M -$1.6M -28,543 -19%
IAIM
113
International Assets Investment Management
Florida
$6.68M -$473K -8,468 -7%
CCA
114
Cottonwood Capital Advisors
Utah
$6.65M -$263K -4,896 -4%
RA
115
RFG Advisory
Alabama
$6.55M +$1.11M +19,771 +20%
BPFA
116
Barnes Pettey Financial Advisors
Mississippi
$6.52M +$313K +5,579 +5%
DWM
117
Denver Wealth Management
Colorado
$6.49M -$93.4K -1,662 -1%
PI
118
PFG Investments
New York
$6.45M +$6.45M +114,817 New
UAG
119
United Advisor Group
Ohio
$6.25M +$6.25M +111,282 New
CPRC
120
Consolidated Portfolio Review Corp
New York
$6.15M -$265K -4,712 -4%
Comerica Bank
121
Comerica Bank
Texas
$6.13M +$85.1K +1,515 +1%
ACM
122
Advance Capital Management
Michigan
$6.08M -$120M -2,130,415 -95%
OC
123
Oppenheimer & Co
New York
$6.04M -$189K -3,361 -3%
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$5.95M -$2.43M -43,282 -29%
SWM
125
Shelton Wealth Management
Texas
$5.64M -$411K -7,320 -7%
3 4
5
6 7