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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

529 hedge funds and large institutions have $7.55B invested in First Trust Rising Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 242 increasing their positions, 181 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+28
Holders Change %
+5.59%
% of All Funds
7.67%
Holding in Top 10
47
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.82%
% of All Funds
0.68%
New
63
Increased
242
Reduced
181
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.05B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$127M
3
GAA
Global Assets Advisory
Florida
$75.5M
4
Wells Fargo
Wells Fargo
California
$480M
5
Bank of America
Bank of America
North Carolina
$261M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$791M
2
ACM
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
Osaic Holdings
Arizona
$177M
4
FA
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
201
Goldman Sachs
New York
$2.81M -$112 -2 -0%
HIS
202
Harvest Investment Services
Illinois
$2.76M -$29.8K -531 -1%
BFA
203
Beaumont Financial Advisors
Massachusetts
$2.75M -$21.8K -388 -0.8%
FFN
204
Focus Financial Network
Minnesota
$2.73M -$1.53M -28,837 -36%
CRWM
205
Castle Rock Wealth Management
California
$2.73M +$120K +2,256 +5%
SI
206
Stephens Inc
Arkansas
$2.7M -$86.1K -1,532 -3%
CIAS
207
Capital Investment Advisory Services
North Carolina
$2.65M +$8.09K +144 +0.3%
WH
208
Willner & Heller
California
$2.63M +$508K +9,037 +24%
PIAS
209
PCA Investment Advisory Services
Ohio
$2.6M +$12.7K +226 +0.5%
CA
210
Claro Advisors
Massachusetts
$2.59M +$29.7K +529 +1%
ICG
211
InterOcean Capital Group
Tennessee
$2.55M -$1.83M -32,514 -42%
EIA
212
Eldridge Investment Advisors
New Hampshire
$2.55M -$9.42M -167,765 -79%
MA
213
Mutual Advisors
Nebraska
$2.47M -$453K -8,065 -15%
WIA
214
World Investment Advisors
California
$2.45M +$2.45M +43,632 New
FA
215
Flagstar Advisors
New York
$2.39M +$360K +6,406 +18%
AWM
216
Accel Wealth Management
Iowa
$2.38M +$156K +2,773 +7%
CW
217
CreativeOne Wealth
Kansas
$2.34M +$2.34M +41,671 New
CAC
218
Certified Advisory Corp
Florida
$2.32M +$178K +3,173 +8%
EWM
219
EPG Wealth Management
Georgia
$2.3M +$202K +3,588 +10%
IF
220
Intrua Financial
Texas
$2.26M -$3.62M -64,370 -61%
WAS
221
WESPAC Advisors SoCal
California
$2.26M +$88K +1,567 +4%
GFG
222
Goldstone Financial Group
Illinois
$2.23M +$13.5K +241 +0.6%
Renaissance Technologies
223
Renaissance Technologies
New York
$2.2M +$708K +12,600 +47%
WEG
224
World Equity Group
Illinois
$2.18M -$1.49M -26,584 -41%
KFGK
225
Keystone Financial Group (Kentucky)
Kentucky
$2.18M +$165K +2,940 +8%
7 8
9
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