RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

249 hedge funds and large institutions have $3.14B invested in First Trust Rising Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+52
Holders Change %
+26.4%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
65
Increased
142
Reduced
27
Closed
11
Calls
$5.01M
Puts
–
Net Calls
+$5.01M
Net Calls Change
+$5.01M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$448M
2
LPL Financial
LPL Financial
California
$317M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$163M
4
Ameriprise
Ameriprise
Minnesota
$141M
5
Wells Fargo
Wells Fargo
California
$253M

Top Sellers

1
HWM
Holloway Wealth Management
Florida
$6.88M
2
WI
Wintrust Investments
Illinois
$402K
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
BWM
BCGM Wealth Management
Indiana
$856K
5
AIP
Almanack Investment Partners
Pennsylvania
$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Crewe Advisors
Utah
$96K – – –
SFPG
227
Stonebridge Financial Planning Group
Florida
$91K +$48.6K +1,005 +115%
CWM
228
Cranbrook Wealth Management
Michigan
$83K – – –
AssetMark Inc
229
AssetMark Inc
California
$81K +$81K +1,683 New
FFG
230
Ford Financial Group
California
$66K +$66K +1,375 New
FIG
231
FundX Investment Group
California
$48.8K +$48.8K +500,336 New
NFSG
232
Newbridge Financial Services Group
Florida
$47K +$9.28K +195 +25%
AWM
233
Avior Wealth Management
Nebraska
$39K +$39K +812 New
TAM
234
Tucker Asset Management
Colorado
$34.4K -$2.74K -57 -7%
CFD
235
Creative Financial Designs
Indiana
$29K +$29K +605 New
CAL
236
Capital Analysts LLC
Pennsylvania
$21K +$21K +447 New
HPC
237
HM Payson & Co
Maine
$20K – – –
CA
238
Clearstead Advisors
Ohio
$20K – – –
TRCT
239
Tower Research Capital (TRC)
New York
$19K +$19K +391 New
COCM
240
Charter Oak Capital Management
New Hampshire
$16K -$6.11K -128 -28%
KFI
241
Key Financial Inc
Pennsylvania
$11K – – –
TFM
242
TFC Financial Management
Massachusetts
$10K +$10K +200 New
SSW
243
Smith Shellnut Wilson
Mississippi
$10K +$10K +207 New
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +188 New
CCM
245
Covington Capital Management
California
$9K +$9K +193 New
PB
246
Pinnacle Bancorp
Nebraska
$8K +$8K +175 New
BCM
247
Bourgeon Capital Management
Connecticut
$7K – – –
LAS
248
Lloyd Advisory Services
Georgia
$7K +$2.19K +46 +46%
GFPC
249
Global Financial Private Client
Florida
$6.15K – – –
BWL
250
Bogart Wealth LLC
Virginia
$1K +$1K +11 New
7 8 9
10
11