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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.

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$791M
2
ACM
2
Advance Capital Management
Michigan
$6.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$177M
4
FA
4
FDx Advisors
Illinois
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.25M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.05B 18,685,624 +1,864,399 +11%
Morgan Stanley
2
Morgan Stanley
New York
$791M 14,088,374 -12,004,852 -46%
Wells Fargo
3
Wells Fargo
California
$480M 8,550,750 +595,736 +7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$325M 5,788,639 -14,643 -0.3%
Bank of America
5
Bank of America
North Carolina
$261M 4,642,866 +580,859 +14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$249M 4,424,371 +435,104 +11%
Ameriprise
7
Ameriprise
Minnesota
$228M 4,047,759 -97,216 -2%
UBS Group
8
UBS Group
Switzerland
$217M 3,859,788 +550,859 +17%
Osaic Holdings
9
Osaic Holdings
Arizona
$177M 3,155,068 -467,652 -13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$171M 3,050,442 +130,498 +4%
RJA
11
Raymond James & Associates
Florida
$155M 2,753,855 +47,982 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$151M 2,689,443 +163,383 +6%
KAS
13
Kestra Advisory Services
Texas
$143M 2,542,131 +376,798 +17%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$127M 2,264,096 +1,451,045 +178%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$105M 1,876,091 +174,179 +10%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$101M 1,791,866 +175,919 +11%
Stifel Financial
17
Stifel Financial
Missouri
$88.1M 1,567,589 +364,483 +30%
PAG
18
Private Advisor Group
New Jersey
$87.2M 1,551,985 +139,241 +10%
GAA
19
Global Assets Advisory
Florida
$75.5M 4,216,002 +4,138,153 +5,316%
CAG
20
Csenge Advisory Group
Florida
$57.4M 1,021,905 +39,174 +4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$54.9M 977,715 +76,651 +9%
FTS
22
Fifth Third Securities
Ohio
$53.6M 953,549 -51,636 -5%
CAN
23
Cetera Advisor Networks
California
$53.5M 952,683 +136,268 +17%
EH
24
Equitable Holdings
New York
$52.2M 929,396 +58,383 +7%
MML Investors Services
25
MML Investors Services
Massachusetts
$51.7M 919,902 +61,897 +7%
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