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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 %
TFS
101
Thoroughbred Financial Services
Tennessee
$8.5M +$562K +9,499 +7%
GA
102
GSG Advisors
New Jersey
$8.44M +$257K +4,369 +3%
PSCM
103
Per Stirling Capital Management
Texas
$8.4M +$33.3K +562 +0.4%
MFG
104
Mainsail Financial Group
Washington
$8.29M +$1.54M +25,869 +23%
ODFS
105
O'Donnell Financial Services
California
$8.27M +$8.27M +139,643 New
SPC
106
Sigma Planning Corp
Michigan
$8.06M -$1.04M -17,548 -11%
PIS
107
POM Investment Strategies
North Carolina
$8M +$19.1K +323 +0.2%
CJH
108
Christopher J. Hasenberg
Wisconsin
$7.96M +$7.96M +135,142 New
UAG
109
United Advisor Group
Ohio
$7.94M +$606K +10,231 +8%
M1FG
110
Mach-1 Financial Group
Arkansas
$7.87M +$594K +10,036 +8%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$7.75M -$167K -2,825 -2%
KFP
112
KMG Fiduciary Partners
Ohio
$7.74M +$6.2M +104,750 +402%
BAM
113
Bellevue Asset Management
Washington
$7.62M -$5.63K -95 -0.1%
RWA
114
Redhawk Wealth Advisors
Minnesota
$7.6M +$1.39M +23,532 +22%
DWM
115
Denver Wealth Management
Colorado
$7.23M +$26.7K +451 +0.4%
GWM
116
Geneos Wealth Management
Colorado
$7.23M +$997K +16,831 +16%
CPRC
117
Consolidated Portfolio Review Corp
New York
$7.09M +$98.9K +1,671 +1%
GRP
118
Global Retirement Partners
California
$7.06M +$1.26M +21,295 +22%
IF
119
Integrity Financial
Wyoming
$7.02M +$156K +2,634 +2%
OC
120
Oppenheimer & Co
New York
$6.98M +$465K +7,852 +7%
BPFA
121
Barnes Pettey Financial Advisors
Mississippi
$6.98M -$31.8K -537 -0.5%
I
122
INVST
Indiana
$6.97M -$1.47M -24,884 -17%
AAS
123
Ameritas Advisory Services
Nebraska
$6.88M -$2.23M -37,627 -24%
SFG
124
Sovereign Financial Group
Connecticut
$6.8M +$356K +6,005 +6%
EFG
125
Elios Financial Group
Ohio
$6.73M +$6.73M +113,687 New
3 4
5
6 7