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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.

Holders
501
Holders Change
+60
Holders Change %
+13.61%
% of All Funds
7.35%
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
1
Morgan Stanley
New York
$1.35B
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$206M
3
LPL Financial
3
LPL Financial
California
$869M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$38.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$300M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$187M
2
ACM
2
Advance Capital Management
Michigan
$116M
3
GA
3
Goldstein Advisors
Wisconsin
$434K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.43M
5
Mariner
5
Mariner
Kansas
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.35B 26,093,226 +13,097,637 +101%
LPL Financial
2
LPL Financial
California
$869M 16,821,225 +688,801 +4%
Wells Fargo
3
Wells Fargo
California
$411M 7,955,014 +79,637 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$300M 5,803,282 +557,879 +11%
Ameriprise
5
Ameriprise
Minnesota
$214M 4,144,975 +74,524 +2%
Bank of America
6
Bank of America
North Carolina
$210M 4,062,007 +554,217 +16%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$206M 3,989,267 +933,923 +31%
Osaic Holdings
8
Osaic Holdings
Arizona
$187M 3,622,720 -778,833 -18%
UBS Group
9
UBS Group
Switzerland
$171M 3,308,929 -302,438 -8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$151M 2,919,944 +78,257 +3%
RJA
11
Raymond James & Associates
Florida
$140M 2,705,873 +250,954 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$131M 2,526,060 -29,124 -1%
ACM
13
Advance Capital Management
Michigan
$116M 2,238,579 -736,868 -25%
KAS
14
Kestra Advisory Services
Texas
$112M 2,165,333 +324,217 +18%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$87.9M 1,701,912 -185,505 -10%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$83.5M 1,615,947 +360,168 +29%
PAG
17
Private Advisor Group
New Jersey
$73M 1,412,744 +137,015 +11%
Stifel Financial
18
Stifel Financial
Missouri
$62.2M 1,203,106 +84,893 +8%
FTS
19
Fifth Third Securities
Ohio
$51.9M 1,005,185 -15,374 -2%
CAG
20
Csenge Advisory Group
Florida
$50.8M 982,731 +13,084 +1%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$46.6M 901,064 +9,763 +1%
EH
22
Equitable Holdings
New York
$45M 871,013 -68,575 -7%
MML Investors Services
23
MML Investors Services
Massachusetts
$44.3M 858,005 -56,444 -6%
CAN
24
Cetera Advisor Networks
California
$42.2M 816,415 +83,474 +11%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$42M 813,051 +156,239 +24%
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