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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
LPL Financial
California
$1.05B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$127M
3
GAA
Global Assets Advisory
Florida
$75.5M
4
Wells Fargo
Wells Fargo
California
$480M
5
Bank of America
Bank of America
North Carolina
$261M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$791M
2
ACM
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
Osaic Holdings
Arizona
$177M
4
FA
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$5.6M +$404K +7,194 +8%
BFA
127
Beacon Financial Advisory
Ohio
$5.58M +$1.59M +28,246 +40%
AI
128
Atria Investments
North Carolina
$5.49M +$1.2M +21,379 +28%
SFG
129
Sovereign Financial Group
Connecticut
$5.48M +$330K +5,872 +6%
MFG
130
Mainsail Financial Group
Washington
$5.45M +$185K +3,292 +4%
GCA
131
Genesee Capital Advisors
New York
$5.44M -$10.1K -180 -0.2%
GWM
132
Geneos Wealth Management
Colorado
$5.41M +$440K +7,827 +9%
TCM
133
Triumph Capital Management
Colorado
$5.38M +$208K +3,724 +4%
Mirae Asset Global Investments
134
Mirae Asset Global Investments
South Korea
$5.34M -$14.6K -260 -0.3%
RWA
135
Redhawk Wealth Advisors
Minnesota
$5.34M +$1.02M +18,125 +24%
GRP
136
Global Retirement Partners
California
$5.25M +$211K +3,763 +4%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$5.25M -$13.6M -242,379 -72%
HA
138
HFG Advisors
Ohio
$5.18M +$294K +5,234 +6%
TFS
139
Thoroughbred Financial Services
Tennessee
$5.14M -$1.32M -23,497 -20%
PS
140
Principal Securities
Iowa
$4.97M -$24.9K -443 -0.5%
IA
141
IFP Advisors
Florida
$4.92M +$2.56M +45,642 +109%
OWA
142
ORBA Wealth Advisors
Illinois
$4.9M -$65.7K -1,170 -1%
AWM
143
AE Wealth Management
Kansas
$4.87M -$12.3M -218,182 -72%
PWMAG
144
Pinnacle Wealth Management Advisory Group
New Jersey
$4.85M +$156K +2,784 +3%
CWM
145
Cornerstone Wealth Management
Missouri
$4.67M +$418K +7,446 +10%
KA
146
Kovack Advisors
Florida
$4.65M +$1.74M +30,983 +60%
DWP
147
Daymark Wealth Partners
Ohio
$4.48M +$384K +6,837 +9%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$4.35M -$6.44M -114,605 -60%
PCM
149
Presidio Capital Management
California
$4.29M +$4.29M +76,386 New
WS
150
Wedbush Securities
California
$4.25M +$1.98M +35,165 +87%
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6
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