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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.

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
1
LPL Financial
California
$1.2B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$66.8M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$310M
4
Morgan Stanley
4
Morgan Stanley
New York
$916M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$75M

Top Sellers

1
RCG
1
Regatta Capital Group
California
$1.34M
2
Wells Fargo
2
Wells Fargo
California
$514M
3
AFG
3
ABLE Financial Group
Arizona
$17.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$58.6M
5
SPIA
5
Steward Partners Investment Advisory
New York
$30.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.2B 20,326,430 +953,708 +5%
Morgan Stanley
2
Morgan Stanley
New York
$916M 15,461,962 +498,298 +3%
Wells Fargo
3
Wells Fargo
California
$514M 8,680,772 -77,736 -0.9%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$416M 7,027,474 +154,718 +2%
Bank of America
5
Bank of America
North Carolina
$321M 5,419,467 +368,550 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$310M 5,230,868 +596,099 +13%
Ameriprise
7
Ameriprise
Minnesota
$279M 4,718,658 +219,092 +5%
UBS Group
8
UBS Group
Switzerland
$250M 4,229,850 +85,548 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$193M 3,265,270 +55,825 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$181M 3,058,806 +139,560 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$175M 2,950,812 -39,705 -1%
RJA
12
Raymond James & Associates
Florida
$164M 2,766,435 -51,620 -2%
KAS
13
Kestra Advisory Services
Texas
$150M 2,526,165 -18,951 -0.7%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$149M 2,518,932 +22,707 +0.9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$124M 2,088,306 +158,522 +8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$118M 1,994,278 +131,365 +7%
Stifel Financial
17
Stifel Financial
Missouri
$99.2M 1,675,769 +35,479 +2%
PAG
18
Private Advisor Group
New Jersey
$97.1M 1,639,849 +28,765 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$75M 1,267,282 +406,747 +47%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$66.8M 1,128,835 +650,194 +136%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$66M 1,114,743 +120,800 +12%
CAG
22
Csenge Advisory Group
Florida
$65.1M 1,083,423 -11,194 -1%
MML Investors Services
23
MML Investors Services
Massachusetts
$58.6M 989,452 -65,375 -6%
EH
24
Equitable Holdings
New York
$55.6M 938,566 -4,792 -0.5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$55M 929,687 +214,984 +30%
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