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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
LPL Financial
California
$1.2B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$310M
4
Morgan Stanley
Morgan Stanley
New York
$916M
5
HighTower Advisors
HighTower Advisors
Illinois
$75M

Top Sellers

1
RCG
Regatta Capital Group
California
$1.34M
2
Wells Fargo
Wells Fargo
California
$514M
3
AFG
ABLE Financial Group
Arizona
$17.9M
4
MML Investors Services
MML Investors Services
Massachusetts
$58.6M
5
SPIA
Steward Partners Investment Advisory
New York
$30.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
126
EWG Elevate
California
$6.57M +$6.57M +110,890 New
KA
127
Kovack Advisors
Florida
$6.45M +$178K +3,012 +3%
RW
128
Rockport Wealth
Ohio
$6.44M +$6.44M +108,831 New
TCM
129
Triumph Capital Management
Colorado
$6.43M +$331K +5,588 +5%
WIA
130
World Investment Advisors
California
$6.16M +$2.18M +36,863 +55%
CCA
131
Cottonwood Capital Advisors
Utah
$6.08M -$467K -7,888 -7%
HAS
132
HBW Advisory Services
California
$6.08M +$3.53M +59,586 +138%
AAS
133
Asset Allocation Strategies
Michigan
$6.08M -$2.92M -49,391 -32%
Comerica Bank
134
Comerica Bank
Texas
$6.02M +$25.2K +426 +0.4%
HA
135
HFG Advisors
Ohio
$6.02M +$393K +6,636 +7%
IA
136
IFP Advisors
Florida
$5.75M +$167K +2,827 +3%
AWA
137
Arkadios Wealth Advisors
Georgia
$5.74M +$1.52M +25,599 +36%
CHC
138
City Holding Co
West Virginia
$5.7M +$997K +16,846 +21%
OIA
139
OneDigital Investment Advisors
Kansas
$5.66M +$4.2K +71 +0.1%
SW
140
SMART Wealth
Nebraska
$5.65M +$993K +16,777 +21%
NEWAS
141
N.E.W. Advisory Services
Wisconsin
$5.61M +$3.75M +63,372 +202%
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$5.59M – – –
BFA
143
Beacon Financial Advisory
Ohio
$5.54M -$436K -7,362 -7%
PAG
144
Private Advisory Group
Washington
$5.48M +$4.16M +70,321 +317%
WS
145
Wedbush Securities
California
$5.48M +$478K +8,081 +10%
DWP
146
Daymark Wealth Partners
Ohio
$5.45M +$448K +7,572 +9%
CWM
147
Cornerstone Wealth Management
Missouri
$5.4M +$282K +4,762 +6%
PWMAG
148
Pinnacle Wealth Management Advisory Group
New Jersey
$5.4M +$69.1K +1,167 +1%
ACM
149
Advance Capital Management
Michigan
$5.25M -$381K -6,435 -7%
PS
150
Principal Securities
Iowa
$5.25M -$90.4K -1,527 -2%
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