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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

649 hedge funds and large institutions have $39.8B invested in First Trust Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 292 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+80
Holders Change %
+14.06%
% of All Funds
8.64%
Holding in Top 10
72
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.85%
% of All Funds
0.96%
New
123
Increased
292
Reduced
167
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$30.7B
2
Ameriprise
Ameriprise
Minnesota
$363M
3
LPL Financial
LPL Financial
California
$1.26B
4
Morgan Stanley
Morgan Stanley
New York
$961M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$334M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$6.92M
2
Osaic Holdings
Osaic Holdings
Arizona
$155M
3
Goldman Sachs
Goldman Sachs
New York
$1.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
5
CJH
Christopher J. Hasenberg
Wisconsin
$3.55K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$7.29M +$320K +5,417 +5%
FF
127
Fairway Financial
Florida
$7.29M +$7.29M +123,202 New
AWA
128
Arkadios Wealth Advisors
Georgia
$7.24M +$1.51M +25,484 +26%
CWM
129
Cornerstone Wealth Management
Missouri
$7.11M +$1.71M +28,960 +32%
BPFA
130
Barnes Pettey Financial Advisors
Mississippi
$7.08M +$117K +1,973 +2%
IF
131
Integrity Financial
Wyoming
$7.05M +$41.9K +709 +0.6%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$6.98M +$6.98M +118,020 New
RW
133
Rockport Wealth
Ohio
$6.97M +$549K +9,309 +9%
SFG
134
Sovereign Financial Group
Connecticut
$6.96M +$169K +2,859 +2%
I
135
INVST
Indiana
$6.93M -$32.6K -551 -0.5%
IAIM
136
International Assets Investment Management
Florida
$6.92M -$394M -6,685,934 -98%
TCM
137
Triumph Capital Management
Colorado
$6.91M +$489K +8,263 +8%
OIA
138
OneDigital Investment Advisors
Kansas
$6.83M +$1.18M +19,891 +21%
EE
139
EWG Elevate
California
$6.75M +$196K +3,313 +3%
MIM
140
Marshall Investment Management
Colorado
$6.75M +$6.75M +114,021 New
SG
141
StoneX Group
New York
$6.73M +$6.73M +113,752 New
KA
142
Kovack Advisors
Florida
$6.71M +$272K +4,601 +4%
Comerica Bank
143
Comerica Bank
Texas
$6.71M +$690K +11,663 +11%
EFG
144
Elios Financial Group
Ohio
$6.48M -$247K -4,177 -4%
GWSG
145
GPS Wealth Strategies Group
Colorado
$6.38M +$3.08M +52,122 +93%
AAS
146
Ameritas Advisory Services
Nebraska
$6.25M -$622K -10,511 -9%
CHC
147
City Holding Co
West Virginia
$6.13M +$438K +7,414 +8%
HAS
148
HBW Advisory Services
California
$6.12M +$50.6K +856 +0.8%
HA
149
HFG Advisors
Ohio
$6.12M +$103K +1,739 +2%
FFC
150
Frederick Financial Consultants
Maryland
$6.09M +$6.09M +102,939 New
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6
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