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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

534 hedge funds and large institutions have $7.49B invested in First Trust Rising Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 252 increasing their positions, 171 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+5
Holders Change %
+0.95%
% of All Funds
7.77%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.73%
New
47
Increased
252
Reduced
171
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$59.4M
2
Morgan Stanley
Morgan Stanley
New York
+$47.9M
3
LPL Financial
LPL Financial
California
+$37.6M
4
Ameriprise
Ameriprise
Minnesota
+$24.7M
5
Bank of America
Bank of America
North Carolina
+$22.3M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$75.5M
2
FTS
Fifth Third Securities
Ohio
-$31.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$18.5M
4
FAIM
Financial Advocates Investment Management
Washington
-$9.86M
5
Osaic Holdings
Osaic Holdings
Arizona
-$9.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
WH
201
Willner & Heller
California
$2.68M +$116K +2,121 +5%
FFS
202
Founders Financial Securities
Maryland
$2.67M +$652K +11,907 +32%
CA
203
Claro Advisors
Massachusetts
$2.66M +$134K +2,441 +5%
BFA
204
Beaumont Financial Advisors
Massachusetts
$2.64M -$33.7K -616 -1%
DC
205
Davenport & Co
Virginia
$2.62M +$2.13M +38,975 +440%
CIAS
206
Capital Investment Advisory Services
North Carolina
$2.6M +$13.9K +254 +0.5%
LFAS
207
Level Four Advisory Services
Texas
$2.57M -$1.47M -26,758 -36%
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$2.55M +$2.29M +41,830 +892%
AI
209
Arvest Investments
Arkansas
$2.52M +$2.52M +46,015 New
BRWA
210
B. Riley Wealth Advisors
Florida
$2.51M +$127K +2,326 +5%
SI
211
Stephens Inc
Arkansas
$2.51M -$124K -2,270 -5%
CFGS
212
Concourse Financial Group Securities
Alabama
$2.5M +$593K +10,835 +31%
AA
213
Advisory Alpha
Michigan
$2.49M -$7.5M -137,045 -75%
GWSG
214
GPS Wealth Strategies Group
Colorado
$2.48M -$560K -10,224 -18%
Susquehanna International Group
215
Susquehanna International Group
Pennsylvania
$2.47M +$2.47M +45,101 New
Bank of New York Mellon
216
Bank of New York Mellon
New York
$2.46M +$356K +6,498 +17%
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$2.43M +$366K +6,679 +18%
AWM
218
Accel Wealth Management
Iowa
$2.42M +$103K +1,881 +4%
GFG
219
Goldstone Financial Group
Illinois
$2.4M +$218K +3,979 +10%
EIA
220
Eldridge Investment Advisors
New Hampshire
$2.39M -$89.8K -1,641 -4%
IF
221
Intrua Financial
Texas
$2.36M +$151K +2,760 +7%
HAS
222
HBW Advisory Services
California
$2.36M +$273K +4,991 +13%
IGWM
223
ICA Group Wealth Management
Colorado
$2.35M -$5.13M -93,729 -69%
PIAS
224
PCA Investment Advisory Services
Ohio
$2.33M -$206K -3,759 -8%
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$2.33M +$212K +3,876 +10%
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