RDVY icon

First Trust Rising Dividend Achievers ETF

501 hedge funds and large institutions have $7.14B invested in First Trust Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 195 increasing their positions, 182 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.34%
Holding in Top 10
44
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.65%
New
86
Increased
195
Reduced
182
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Prudential Financial
176
Prudential Financial
New Jersey
$3.11M -$1.2M -23,319 -28%
WIP
177
WealthCare Investment Partners
Rhode Island
$3.11M +$17.7K +342 +0.6%
NLP
178
Next Level Private
New York
$3.1M +$462K +8,942 +17%
LWA
179
Lineweaver Wealth Advisors
Ohio
$3.1M -$379K -7,344 -11%
HIIFS
180
Harel Insurance Investments & Financial Services
Israel
$3.06M
CAAS
181
Capital Asset Advisory Services
Michigan
$3.05M +$52.2K +1,010 +2%
DIP
182
Davis Investment Partners
North Carolina
$3.04M -$531K -10,400 -15%
LNC
183
Lincoln National Corp
Pennsylvania
$3M -$1.71M -33,119 -36%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$2.88M +$190K +3,686 +7%
CHC
185
City Holding Co
West Virginia
$2.84M +$1.15M +22,273 +68%
SB
186
Strategic Blueprint
Georgia
$2.79M -$138K -2,680 -5%
FHA
187
Flagship Harbor Advisors
Massachusetts
$2.78M +$620K +11,999 +29%
PWM
188
Purus Wealth Management
California
$2.76M -$1.03K -20 -0%
AssetMark Inc
189
AssetMark Inc
California
$2.74M +$468K +9,061 +21%
RJT
190
Raymond James Trust
Florida
$2.7M +$65.4K +1,266 +2%
MA
191
Mutual Advisors
Nebraska
$2.69M -$159K -3,074 -6%
KA
192
Kovack Advisors
Florida
$2.67M -$79K -1,528 -3%
Goldman Sachs
193
Goldman Sachs
New York
$2.58M -$2.83M -54,697 -52%
CAS
194
Coppell Advisory Solutions
Texas
$2.58M +$832K +16,100 +48%
HIS
195
Harvest Investment Services
Illinois
$2.57M -$54.8K -1,060 -2%
SI
196
Stephens Inc
Arkansas
$2.56M -$171K -3,316 -6%
AWAP
197
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.55M +$167K +3,228 +7%
BFA
198
Beaumont Financial Advisors
Massachusetts
$2.55M +$2.55M +49,282 New
CRWM
199
Castle Rock Wealth Management
California
$2.51M -$48.4K -945 -2%
CIAS
200
Capital Investment Advisory Services
North Carolina
$2.43M +$1.51M +29,175 +164%