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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 %
PSCM
101
Per Stirling Capital Management
Texas
$7.74M -$285K -5,206 -4%
RCG
102
Regatta Capital Group
California
$7.63M -$366K -6,684 -5%
GA
103
GSG Advisors
New Jersey
$7.61M +$178K +3,262 +2%
TI
104
tru Independence
Oregon
$7.48M +$319K +5,818 +4%
PIS
105
POM Investment Strategies
North Carolina
$7.38M -$211K -3,860 -3%
TFS
106
Thoroughbred Financial Services
Tennessee
$7.34M +$2.33M +42,577 +47%
USCWA
107
U.S. Capital Wealth Advisors
Texas
$7.32M -$120K -2,187 -2%
RA
108
RFG Advisory
Alabama
$7.29M +$908K +16,585 +14%
NW
109
Naviter Wealth
Arkansas
$7.12M +$260K +4,750 +4%
BAM
110
Bellevue Asset Management
Washington
$7.05M +$16.3K +298 +0.2%
UAG
111
United Advisor Group
Ohio
$6.78M +$688K +12,567 +11%
M1FG
112
Mach-1 Financial Group
Arkansas
$6.75M +$6.75M +123,057 New
DWM
113
Denver Wealth Management
Colorado
$6.66M +$337K +6,155 +5%
BPFA
114
Barnes Pettey Financial Advisors
Mississippi
$6.48M +$120K +2,199 +2%
CPRC
115
Consolidated Portfolio Review Corp
New York
$6.46M +$472K +8,618 +8%
IF
116
Integrity Financial
Wyoming
$6.35M +$2.65M +48,350 +72%
IAIM
117
International Assets Investment Management
Florida
$6.32M -$230K -4,196 -4%
MFG
118
Mainsail Financial Group
Washington
$6.22M +$907K +16,571 +17%
CCA
119
Cottonwood Capital Advisors
Utah
$6.04M -$736K -13,476 -11%
OC
120
Oppenheimer & Co
New York
$6.02M +$136K +2,484 +2%
SFG
121
Sovereign Financial Group
Connecticut
$5.95M +$609K +11,127 +11%
KA
122
Kovack Advisors
Florida
$5.8M +$1.27M +23,206 +28%
GWM
123
Geneos Wealth Management
Colorado
$5.76M +$483K +8,831 +9%
RWA
124
Redhawk Wealth Advisors
Minnesota
$5.74M +$538K +9,821 +10%
WCFA
125
Walkner Condon Financial Advisors
Wisconsin
$5.69M -$116K -2,112 -2%
3 4
5
6 7