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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
$616M
2
Wells Fargo
Wells Fargo
California
$447M
3
Morgan Stanley
Morgan Stanley
New York
$646M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
Bank of America
North Carolina
$267M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
$18M
2
HWM
Holloway Wealth Management
Florida
$7.93M
3
Goldman Sachs
Goldman Sachs
New York
$3.13M
4
SMF
Sterling Manor Financial
New York
$1.4M
5
LA
LexAurum Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
301
Orion Portfolio Solutions
Nebraska
$316K +$316K +6,101 New
TA
302
TrueWealth Advisors
Alabama
$310K +$67.3K +1,300 +28%
FC
303
Forte Capital
New York
$299K +$299K +5,774 New
CRI
304
Colonial River Investments
Virginia
$295K +$295K +5,689 New
SMC
305
Smith, Moore & Co
Missouri
$290K +$36K +695 +14%
LSA
306
Lion Street Advisors
Texas
$283K +$283K +5,466 New
CA
307
Calton & Associates
Florida
$269K +$30.8K +595 +13%
Bank of New York Mellon
308
Bank of New York Mellon
New York
$265K -$95.1K -1,836 -26%
FFA
309
Founders Financial Alliance
North Carolina
$262K +$19.5K +377 +8%
QPW
310
Quantum Private Wealth
Florida
$261K +$261K +5,049 New
ACM
311
Anfield Capital Management
California
$259K +$259K +5,000 New
TWM
312
Triton Wealth Management
Arizona
$256K -$9.86K -194 -4%
OCM
313
Objective Capital Management
Ohio
$255K +$255K +4,917 New
Brown Advisory
314
Brown Advisory
Maryland
$252K +$252K +4,861 New
AFC
315
AFT Forsyth & Company
Florida
$249K +$104 +2 +0%
BAS
316
Brown Advisory Securities
Maryland
$249K +$249K +4,796 New
WAM
317
WealthTrust Asset Management
Florida
$242K +$20.9K +404 +9%
VWA
318
V Wealth Advisors
Kansas
$242K +$242K +4,672 New
MA
319
Mezzasalma Advisors
New Jersey
$238K +$238K +4,598 New
IF
320
Intrua Financial
Texas
$235K +$235K +4,536 New
F
321
F3Logic
Minnesota
$231K +$231K +4,452 New
AIP
322
Almanack Investment Partners
Pennsylvania
$229K -$1.91M -36,971 -89%
IWP
323
Icon Wealth Partners
Texas
$229K – – –
IWA
324
IBEX Wealth Advisors
New Jersey
$218K +$133K +2,575 +157%
TCA
325
Transcend Capital Advisors
New Jersey
$216K +$216K +4,180 New
11 12
13
14 15