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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
Raymond James Financial Services Advisors
Florida
$376M
2
Morgan Stanley
Morgan Stanley
New York
$819M
3
LPL Financial
LPL Financial
California
$1.06B
4
Ameriprise
Ameriprise
Minnesota
$246M
5
Bank of America
Bank of America
North Carolina
$277M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$0
2
FTS
Fifth Third Securities
Ohio
$21.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$26.2M
4
FAIM
Financial Advocates Investment Management
Washington
$4.06M
5
Osaic Holdings
Osaic Holdings
Arizona
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$4.41M +$2.78M +50,863 +171%
CHC
152
City Holding Co
West Virginia
$4.35M +$711K +12,989 +20%
SW
153
SMART Wealth
Nebraska
$4.3M +$1M +18,308 +30%
GWP
154
Gateway Wealth Partners
Wisconsin
$4.23M +$389K +7,098 +10%
CAM
155
Cozad Asset Management
Illinois
$4.22M +$192K +3,499 +5%
NS
156
NBC Securities
Alabama
$4.2M +$94K +1,717 +2%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$4.14M -$99.9K -1,825 -2%
FAIM
158
Financial Advocates Investment Management
Washington
$4.06M -$9.86M -180,076 -71%
KWM
159
Kingsview Wealth Management
Oregon
$3.92M -$5.97K -109 -0.2%
AWA
160
Arkadios Wealth Advisors
Georgia
$3.9M +$12.5K +228 +0.3%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$3.89M -$1.23M -22,387 -24%
CAS
162
Coppell Advisory Solutions
Texas
$3.87M +$3.87M +70,611 New
TA
163
TruWealth Advisors
Louisiana
$3.86M +$9.03K +165 +0.2%
AF
164
Allworth Financial
California
$3.82M -$215K -3,783 -5%
BCI
165
Brinker Capital Investments
Pennsylvania
$3.77M +$417K +7,624 +12%
OPS
166
Orion Portfolio Solutions
Nebraska
$3.77M +$417K +7,624 +12%
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
$3.76M – – –
JWCA
168
J.W. Cole Advisors
Florida
$3.75M +$42.5K +777 +1%
WIA
169
World Investment Advisors
California
$3.67M +$1.28M +23,474 +54%
AWM
170
Axxcess Wealth Management
California
$3.58M +$111K +2,036 +3%
HIS
171
Harvest Investment Services
Illinois
$3.42M +$722K +13,190 +27%
NW
172
NewEdge Wealth
Pennsylvania
$3.38M -$53K -968 -2%
MWM
173
Mattern Wealth Management
Kansas
$3.36M – – –
PWM
174
Perigon Wealth Management
California
$3.33M -$5.42K -99 -0.2%
CAAS
175
Capital Asset Advisory Services
Michigan
$3.26M +$147K +2,690 +5%
5 6
7
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