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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.35B
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$206M
3
LPL Financial
LPL Financial
California
$869M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$38.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$300M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$187M
2
ACM
Advance Capital Management
Michigan
$116M
3
GA
Goldstein Advisors
Wisconsin
$434K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.43M
5
Mariner
Mariner
Kansas
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIAS
201
PCA Investment Advisory Services
Ohio
$2.38M -$408K -7,903 -15%
CA
202
Claro Advisors
Massachusetts
$2.35M +$96.6K +1,870 +4%
BRWA
203
B. Riley Wealth Advisors
Florida
$2.34M +$89.2K +1,726 +4%
NFG
204
Nations Financial Group
Iowa
$2.21M -$296K -5,728 -12%
IA
205
IFG Advisory
Georgia
$2.18M -$38.9K -752 -2%
IA
206
IFP Advisors
Florida
$2.17M -$3.51M -67,922 -62%
Bank of New York Mellon
207
Bank of New York Mellon
New York
$2.16M -$50.2K -971 -2%
GWSG
208
GPS Wealth Strategies Group
Colorado
$2.13M +$88.1K +1,705 +4%
WS
209
Wedbush Securities
California
$2.1M -$84.1K -1,627 -4%
HH
210
Hilltop Holdings
Texas
$2.09M +$517 +10 +0%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$2.09M -$300K -5,799 -13%
NFA
212
Northwest Financial Advisors
Virginia
$2.07M +$2.07M +40,059 New
AWM
213
Accel Wealth Management
Iowa
$2.05M +$4.13K +80 +0.2%
GFG
214
Goldstone Financial Group
Illinois
$2.04M +$2.04M +39,525 New
LMKC
215
L.M. Kohn & Company
Ohio
$2.02M +$174K +3,359 +9%
WAS
216
WESPAC Advisors SoCal
California
$2M +$57.4K +1,110 +3%
HAS
217
HBW Advisory Services
California
$1.97M +$32.3K +625 +2%
CAC
218
Certified Advisory Corp
Florida
$1.97M +$1.11M +21,414 +129%
SW
219
SteelPeak Wealth
California
$1.96M +$82.6K +1,599 +4%
WH
220
Willner & Heller
California
$1.96M +$1.96M +37,868 New
MIM
221
MTM Investment Management
South Carolina
$1.94M -$102K -1,971 -5%
SPIS
222
Steward Partners Investment Solutions
Oregon
$1.9M +$1.9M +36,828 New
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
$1.9M -$1.12M -21,647 -37%
EWM
224
EPG Wealth Management
Georgia
$1.89M -$149K -2,951 -7%
FA
225
Flagstar Advisors
New York
$1.87M +$4.6K +89 +0.2%
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