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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.

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
1
Koshinski Asset Management
Illinois
$30.7B
2
Raymond James Financial
2
Raymond James Financial
Florida
$593M
3
Ameriprise
3
Ameriprise
Minnesota
$363M
4
LPL Financial
4
LPL Financial
California
$1.26B
5
Morgan Stanley
5
Morgan Stanley
New York
$961M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$6.92M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$155M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$183M
5
CJH
5
Christopher J. Hasenberg
Wisconsin
$3.55K
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$30.7B 518,874 +13,647 +3%
LPL Financial
2
LPL Financial
California
$1.26B 21,307,144 +980,714 +5%
Morgan Stanley
3
Morgan Stanley
New York
$961M 16,242,132 +780,170 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$593M 10,031,147 +10,031,147 New
Wells Fargo
5
Wells Fargo
California
$533M 9,008,501 +327,729 +4%
Ameriprise
6
Ameriprise
Minnesota
$363M 6,135,682 +1,417,024 +30%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$334M 5,640,003 +409,135 +8%
Bank of America
8
Bank of America
North Carolina
$330M 5,572,635 +153,168 +3%
UBS Group
9
UBS Group
Switzerland
$271M 4,580,297 +350,447 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$201M 3,403,022 +344,216 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$183M 3,086,696 -178,574 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$155M 2,626,532 -324,280 -11%
KAS
13
Kestra Advisory Services
Texas
$152M 2,572,894 +46,729 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$146M 2,460,298 -58,634 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$133M 2,257,151 +168,845 +8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$123M 2,085,798 +91,520 +5%
PAG
17
Private Advisor Group
New Jersey
$109M 1,835,062 +195,213 +12%
Stifel Financial
18
Stifel Financial
Missouri
$104M 1,759,159 +83,390 +5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$84.8M 1,434,410 +305,575 +27%
HighTower Advisors
20
HighTower Advisors
Illinois
$78.1M 1,320,075 +52,793 +4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$70.1M 1,185,165 +70,422 +6%
CAG
22
Csenge Advisory Group
Florida
$66M 1,115,963 +32,540 +3%
MML Investors Services
23
MML Investors Services
Massachusetts
$60.2M 1,017,213 +27,761 +3%
EH
24
Equitable Holdings
New York
$54.8M 926,838 -11,728 -1%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$54.7M 924,983 -4,704 -0.5%
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