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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 %
BBA
176
Braun-Bostich & Associates
Pennsylvania
$3.78M +$744K +12,559 +25%
WGCA
177
Wolf Group Capital Advisors
Virginia
$3.75M -$302K -6,421 -7%
CA
178
Claro Advisors
Massachusetts
$3.72M +$843K +14,235 +29%
PWS
179
Proactive Wealth Strategies
Georgia
$3.7M +$3.7M +62,554 New
MWM
180
Mattern Wealth Management
Kansas
$3.64M – – –
BBL
181
Beck Bode LLC
Massachusetts
$3.63M -$1.61M -27,148 -31%
CAAS
182
Capital Asset Advisory Services
Michigan
$3.62M +$102K +1,727 +3%
PCA
183
Prosperity Capital Advisors
Ohio
$3.62M +$3.62M +61,164 New
NW
184
NewEdge Wealth
Pennsylvania
$3.59M -$70.8K -1,195 -2%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$3.54M -$905K -15,409 -20%
AI
186
Atria Investments
North Carolina
$3.53M -$1.35M -22,881 -28%
WIP
187
WealthCare Investment Partners
Rhode Island
$3.5M +$25.5K +431 +0.7%
FA
188
Flagstar Advisors
New York
$3.46M +$161K +2,716 +5%
BCA
189
Bay Colony Advisors
Massachusetts
$3.42M +$1.62M +27,329 +90%
MYIA
190
Mount Yale Investment Advisors
Colorado
$3.38M +$188K +3,181 +6%
LWA
191
Lineweaver Wealth Advisors
Ohio
$3.36M -$36.3K -613 -1%
SLWA
192
San Luis Wealth Advisors
California
$3.33M +$413K +6,980 +14%
OP
193
ORG Partners
Indiana
$3.33M +$3.31M +55,953 +18,589%
TCWM
194
Total Clarity Wealth Management
Illinois
$3.32M +$367K +6,194 +12%
GWSG
195
GPS Wealth Strategies Group
Colorado
$3.31M +$625K +10,548 +23%
MSFS
196
Main Street Financial Solutions
Pennsylvania
$3.31M -$125K -2,106 -4%
AWAP
197
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.24M +$107K +1,813 +3%
FM
198
Family Management
New York
$3.24M +$3.24M +54,679 New
SCA
199
Snowden Capital Advisors
New York
$3.19M -$207K -3,490 -6%
FFN
200
Focus Financial Network
Minnesota
$3.15M +$7.93K +134 +0.3%
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