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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

649 hedge funds and large institutions have $39.8B invested in First Trust Rising Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 292 increasing their positions, 167 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+80
Holders Change %
+14.06%
% of All Funds
8.64%
Holding in Top 10
72
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.85%
% of All Funds
0.96%
New
123
Increased
292
Reduced
167
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$807M
2
Ameriprise
Ameriprise
Minnesota
+$83.8M
3
LPL Financial
LPL Financial
California
+$58M
4
Morgan Stanley
Morgan Stanley
New York
+$46.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$24.2M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$394M
2
Osaic Holdings
Osaic Holdings
Arizona
-$19.2M
3
Goldman Sachs
Goldman Sachs
New York
-$11.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.6M
5
CJH
Christopher J. Hasenberg
Wisconsin
-$7.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Allworth Financial
California
$4.03M -$107K -1,712 -3%
TAM
202
Titleist Asset Management
Texas
$3.97M +$30.6K +517 +0.8%
PWS
203
Proactive Wealth Strategies
Georgia
$3.92M +$219K +3,697 +6%
BWM
204
BankPlus Wealth Management
Mississippi
$3.86M +$3.86M +65,256 New
SWM
205
Shelton Wealth Management
Texas
$3.8M -$517K -8,743 -12%
OPS
206
Orion Portfolio Solutions
Nebraska
$3.79M +$1.02M +17,235 +37%
BCI
207
Brinker Capital Investments
Pennsylvania
$3.79M +$1.02M +17,235 +37%
WGCA
208
Wolf Group Capital Advisors
Virginia
$3.75M – – –
AI
209
Atria Investments
North Carolina
$3.73M +$212K +3,581 +6%
CAAS
210
Capital Asset Advisory Services
Michigan
$3.68M +$12.9K +217 +0.4%
MWM
211
Mattern Wealth Management
Kansas
$3.63M – – –
TSMHT
212
Thurston Springer Miller Herd & Titak
Indiana
$3.63M +$1.83M +31,000 +102%
BBA
213
Braun-Bostich & Associates
Pennsylvania
$3.62M -$149K -2,522 -4%
MYIA
214
Mount Yale Investment Advisors
Colorado
$3.62M +$242K +4,084 +7%
SLWA
215
San Luis Wealth Advisors
California
$3.61M +$282K +4,763 +8%
BCA
216
Bay Colony Advisors
Massachusetts
$3.56M +$145K +2,457 +4%
IIL
217
Insight Inv LLC
California
$3.53M +$3.53M +59,734 New
FA
218
Flagstar Advisors
New York
$3.52M +$68.3K +1,155 +2%
WIP
219
WealthCare Investment Partners
Rhode Island
$3.52M +$20.3K +344 +0.6%
CAC
220
Certified Advisory Corp
Florida
$3.51M +$688K +11,633 +24%
EF
221
Envision Financial
Wisconsin
$3.5M +$3.5M +59,154 New
MSFS
222
Main Street Financial Solutions
Pennsylvania
$3.34M +$37.2K +629 +1%
AWAP
223
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.32M +$82.9K +1,402 +3%
WCFA
224
Walkner Condon Financial Advisors
Wisconsin
$3.31M +$200K +3,389 +6%
FM
225
Family Management
New York
$3.31M +$77.8K +1,316 +2%
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