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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

281 hedge funds and large institutions have $3.75B invested in First Trust Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+32
Holders Change %
+12.85%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
50
Increased
166
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$395M
2
Morgan Stanley
Morgan Stanley
New York
$518M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$207M
4
Osaic Holdings
Osaic Holdings
Arizona
$130M
5
Wells Fargo
Wells Fargo
California
$286M

Top Sellers

1
HWM
Holloway Wealth Management
Florida
$7.12M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$34M
3
LFAS
Level Four Advisory Services
Texas
$0
4
SMF
Sterling Manor Financial
New York
$3.7M
5
Jane Street
Jane Street
New York
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
226
Triton Wealth Management
Arizona
$261K -$104K -2,075 -28%
PIA
227
Perennial Investment Advisors
California
$257K +$28.8K +605 +13%
SAM
228
Strategy Asset Managers
California
$248K – – –
CA
229
Continuum Advisory
Idaho
$244K +$244K +5,147 New
HSA
230
HBK Sorce Advisory
Pennsylvania
$240K +$240K +5,048 New
FAN
231
Financial Advisors Network
California
$239K +$239K +4,600 New
SMC
232
Smith, Moore & Co
Missouri
$233K +$233K +4,910 New
TI
233
tru Independence
Oregon
$230K +$230K +4,852 New
RWA
234
Redhawk Wealth Advisors
Minnesota
$228K +$5.22K +110 +2%
AFC
235
AFT Forsyth & Company
Florida
$228K +$16.5K +347 +8%
CF
236
Centaurus Financial
California
$227K +$80.1K +1,686 +55%
NFSG
237
Newbridge Financial Services Group
Florida
$227K +$180K +3,800 +385%
TA
238
TrueWealth Advisors
Alabama
$223K +$223K +4,689 New
MC
239
Moors & Cabot
Massachusetts
$223K +$223K +4,716 New
FFA
240
Founders Financial Alliance
North Carolina
$222K +$107K +2,266 +94%
CCFM
241
Clear Creek Financial Management
Washington
$219K +$219K +4,614 New
CA
242
Calton & Associates
Florida
$218K +$218K +4,608 New
PPA
243
Parametric Portfolio Associates
Washington
$216K -$13.9K -293 -6%
GM
244
GeoWealth Management
Illinois
$214K +$214K +4,493 New
AWM
245
Avior Wealth Management
Nebraska
$210K +$172K +3,628 +447%
IWP
246
Icon Wealth Partners
Texas
$210K +$210K +4,418 New
WAM
247
WealthTrust Asset Management
Florida
$203K +$203K +4,278 New
Fidelity Investments
248
Fidelity Investments
Massachusetts
$185K +$81.6K +1,723 +79%
BEI
249
Benjamin Edwards Inc
Missouri
$181K -$17.2K -361 -9%
ADL
250
Asset Dedication LLC
California
$174K +$174K +3,665 New
8 9
10
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