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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.

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
1
Raymond James Financial Services Advisors
Florida
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$819M
3
LPL Financial
3
LPL Financial
California
$1.06B
4
Ameriprise
4
Ameriprise
Minnesota
$246M
5
Bank of America
5
Bank of America
North Carolina
$277M

Top Sellers

1
GAA
1
Global Assets Advisory
Florida
$0
2
FTS
2
Fifth Third Securities
Ohio
$21.1M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$26.2M
4
FAIM
4
Financial Advocates Investment Management
Washington
$4.06M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.06B 19,372,722 +687,098 +4%
Morgan Stanley
2
Morgan Stanley
New York
$819M 14,963,664 +875,290 +6%
Wells Fargo
3
Wells Fargo
California
$480M 8,758,508 +207,758 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$376M 6,872,756 +1,084,117 +19%
Bank of America
5
Bank of America
North Carolina
$277M 5,050,917 +408,051 +9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$254M 4,634,769 +210,398 +5%
Ameriprise
7
Ameriprise
Minnesota
$246M 4,499,566 +451,807 +11%
UBS Group
8
UBS Group
Switzerland
$227M 4,144,302 +284,514 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$176M 3,209,445 +159,003 +5%
Osaic Holdings
10
Osaic Holdings
Arizona
$164M 2,990,517 -164,551 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$160M 2,919,246 +229,803 +9%
RJA
12
Raymond James & Associates
Florida
$154M 2,818,055 +64,200 +2%
KAS
13
Kestra Advisory Services
Texas
$139M 2,545,116 +2,985 +0.1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$137M 2,496,225 +232,129 +10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$106M 1,929,784 +53,693 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$102M 1,862,913 +71,047 +4%
Stifel Financial
17
Stifel Financial
Missouri
$89.8M 1,640,290 +72,701 +5%
PAG
18
Private Advisor Group
New Jersey
$88.2M 1,611,084 +59,099 +4%
CAG
19
Csenge Advisory Group
Florida
$59.9M 1,094,617 +72,712 +7%
MML Investors Services
20
MML Investors Services
Massachusetts
$57.8M 1,054,827 +134,925 +15%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$54.4M 993,943 +16,228 +2%
EH
22
Equitable Holdings
New York
$51.6M 943,358 +13,962 +2%
IWC
23
Integrated Wealth Concepts
Massachusetts
$50.1M 914,644 +20,293 +2%
PFS
24
Prospera Financial Services
Texas
$47.3M 863,996 +37,791 +5%
HighTower Advisors
25
HighTower Advisors
Illinois
$47.1M 860,535 +39,189 +5%
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