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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 %
WCFA
201
Walkner Condon Financial Advisors
Wisconsin
$3.12M -$3.03M -51,223 -49%
TGAM
202
TBH Global Asset Management
Tennessee
$3.11M -$2.65M -44,775 -46%
LMKC
203
L.M. Kohn & Company
Ohio
$3.08M -$337K -5,690 -10%
MA
204
Mutual Advisors
Nebraska
$3.08M -$90.4K -1,520 -3%
WH
205
Willner & Heller
California
$3.07M +$171K +2,889 +6%
AI
206
Arvest Investments
Arkansas
$3.06M +$336K +5,671 +12%
SEP
207
Southland Equity Partners
Missouri
$3.05M +$1.64M +27,724 +116%
PWM
208
Purus Wealth Management
California
$3.05M -$829 -14 -0%
RJT
209
Raymond James Trust
Florida
$3.03M -$43.9K -742 -1%
FFS
210
Founders Financial Securities
Maryland
$3M +$115K +1,936 +4%
DC
211
Davenport & Co
Virginia
$3M +$165K +2,783 +6%
NFA
212
Northwest Financial Advisors
Virginia
$2.98M -$282K -4,764 -9%
Prudential Financial
213
Prudential Financial
New Jersey
$2.89M -$315K -5,328 -10%
GFG
214
Goldstone Financial Group
Illinois
$2.85M +$260K +4,392 +10%
CAC
215
Certified Advisory Corp
Florida
$2.83M +$327K +5,522 +13%
BFA
216
Beaumont Financial Advisors
Massachusetts
$2.82M -$40.9K -690 -1%
FTUS
217
Flow Traders U.S.
New York
$2.81M +$2.81M +47,514 New
VWA
218
Visionary Wealth Advisors
Illinois
$2.78M +$2.78M +47,017 New
BCI
219
Brinker Capital Investments
Pennsylvania
$2.78M -$1.3M -21,901 -32%
OPS
220
Orion Portfolio Solutions
Nebraska
$2.78M -$1.3M -21,901 -32%
CIAS
221
Capital Investment Advisory Services
North Carolina
$2.77M -$31.5K -532 -1%
DIP
222
Davis Investment Partners
North Carolina
$2.74M -$67.7K -1,150 -2%
LFAS
223
Level Four Advisory Services
Texas
$2.74M -$24.3K -411 -0.9%
SI
224
Stephens Inc
Arkansas
$2.74M +$26.9K +455 +1%
AWM
225
Accel Wealth Management
Iowa
$2.7M +$77K +1,301 +3%
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