RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

375 hedge funds and large institutions have $5.44B invested in First Trust Rising Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 209 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+94
Holders Change %
+33.45%
% of All Funds
5.79%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.59%
New
111
Increased
209
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$185M
2
Wells Fargo
Wells Fargo
California
+$134M
3
Morgan Stanley
Morgan Stanley
New York
+$80.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$66.1M
5
Bank of America
Bank of America
North Carolina
+$49.1M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$154M
2
HWM
Holloway Wealth Management
Florida
-$7.12M
3
Goldman Sachs
Goldman Sachs
New York
-$2.84M
4
SMF
Sterling Manor Financial
New York
-$2.63M
5
LA
LexAurum Advisors
Kansas
-$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
251
Park Avenue Securities
New York
$650K +$14.2K +275 +2%
JFA
252
Johanson Financial Advisors
California
$623K +$623K +12,033 New
CIAS
253
Capital Investment Advisory Services
North Carolina
$609K +$51.8K +1,000 +9%
AWM
254
Avior Wealth Management
Nebraska
$608K +$378K +7,308 +165%
CCFM
255
Clear Creek Financial Management
Washington
$599K +$360K +6,954 +151%
PFA
256
Pinnacle Family Advisors
Missouri
$589K +$21.1K +408 +4%
VAS
257
Vestmark Advisory Solutions
Massachusetts
$582K +$78K +1,507 +15%
PPWM
258
Paragon Private Wealth Management
Kentucky
$572K +$572K +11,038 New
Mercer Global Advisors
259
Mercer Global Advisors
Colorado
$562K +$79.9K +1,544 +17%
PIA
260
Perennial Investment Advisors
California
$544K +$264K +5,095 +94%
JWM
261
Jackson Wealth Management
Florida
$542K +$22.7K +439 +4%
KWS
262
Keystone Wealth Services
California
$542K +$542K +10,471 New
LFAS
263
Level Four Advisory Services
Texas
$533K +$533K +10,298 New
LAM
264
LifePro Asset Management
California
$527K +$527K +10,180 New
GW
265
GW & Wade
Massachusetts
$514K +$62.2K +1,200 +14%
SWM
266
Stockman Wealth Management
Montana
$510K – – –
PFA
267
Plotkin Financial Advisors
Maryland
$508K +$141K +2,716 +38%
AWG
268
Altus Wealth Group
Colorado
$499K +$76.4K +1,477 +18%
HSA
269
HBK Sorce Advisory
Pennsylvania
$482K +$220K +4,256 +84%
CPIG
270
Chicago Partners Investment Group
Illinois
$474K – – –
OPA
271
Old Port Advisors
Maine
$469K +$12.3K +236 +3%
WCM
272
WealthBridge Capital Management
Ohio
$464K -$592K -11,424 -56%
AIM
273
Axiom Investment Management
New York
$458K -$78K -1,500 -15%
BCA
274
Biltmore Capital Advisors
New Jersey
$442K – – –
SEP
275
Southland Equity Partners
Missouri
$440K +$440K +8,503 New
9 10
11
12 13