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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 %
P
151
&Partners
Tennessee
$5.21M +$2.96M +49,803 +132%
OWA
152
ORBA Wealth Advisors
Illinois
$5.07M -$160K -2,697 -3%
RA
153
RFG Advisory
Alabama
$5M -$2.89M -48,845 -37%
SWM
154
Spire Wealth Management
Virginia
$4.98M +$213K +3,598 +4%
GCA
155
Genesee Capital Advisors
New York
$4.76M -$164K -2,763 -3%
AWM
156
Axxcess Wealth Management
California
$4.74M +$868K +14,662 +22%
CAM
157
Cozad Asset Management
Illinois
$4.71M +$138K +2,338 +3%
BWA
158
BlueChip Wealth Advisors
Georgia
$4.7M -$116K -1,956 -2%
FHA
159
Flagship Harbor Advisors
Massachusetts
$4.54M +$4.54M +76,595 New
KWM
160
Kingsview Wealth Management
Oregon
$4.5M +$260K +4,390 +6%
GAA
161
Global Assets Advisory
Florida
$4.37M +$4.37M +74,381 New
SEA
162
Stegent Equity Advisors
Texas
$4.35M -$1.21M -20,442 -22%
NS
163
NBC Securities
Alabama
$4.33M -$217K -3,668 -5%
SWM
164
Shelton Wealth Management
Texas
$4.32M -$642K -10,849 -13%
FAIM
165
Financial Advocates Investment Management
Washington
$4.29M -$96.6K -1,631 -2%
GWP
166
Gateway Wealth Partners
Wisconsin
$4.27M -$299K -5,052 -7%
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$4.25M +$1.62M +27,381 +62%
TA
168
TruWealth Advisors
Louisiana
$4.17M -$8.47K -143 -0.2%
HIIFS
169
Harel Insurance Investments & Financial Services
Israel
$4.14M +$72.2K +1,220 +2%
JWCA
170
J.W. Cole Advisors
Florida
$4.13M +$80K +1,351 +2%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$4.05M -$155K -2,619 -4%
PWM
172
Perigon Wealth Management
California
$3.95M +$348K +5,881 +10%
TAM
173
Titleist Asset Management
Texas
$3.94M +$420K +7,098 +12%
AF
174
Allworth Financial
California
$3.91M -$66.1K -1,116 -2%
HIS
175
Harvest Investment Services
Illinois
$3.9M +$210K +3,543 +6%
5 6
7
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