RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

424 hedge funds and large institutions have $6.66B invested in First Trust Rising Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 255 increasing their positions, 66 reducing their positions, and 20 closing their positions.

Holders
424
Holders Change
+49
Holders Change %
+13.07%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+34.21%
% of All Funds
0.81%
New
76
Increased
255
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Advance Capital Management
Michigan
$190M
2
LPL Financial
2
LPL Financial
California
$745M
3
Morgan Stanley
3
Morgan Stanley
New York
$727M
4
Wells Fargo
4
Wells Fargo
California
$518M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$340M

Top Sellers

1
FTS
1
Fifth Third Securities
Ohio
$0
2
BBA
2
Braun-Bostich & Associates
Pennsylvania
$1.27M
3
GM
3
GeoWealth Management
Illinois
$0
4
FHA
4
First Horizon Advisors
Tennessee
$0
5
HWM
5
Holloway Wealth Management
Florida
$6.69M
Name Market Value Shares Shares
Change 		Shares
Change %
SCFS
326
S.C. Financial Services
Arizona
$342K 6,971 +7 +0.1%
LFA
327
Laraway Financial Advisors
Minnesota
$342K 6,970 +450 +7%
BTWM
328
Baker Tilly Wealth Management
Wisconsin
$339K 6,915 +6,915 New
HGWM
329
Harvest Group Wealth Management
Massachusetts
$327K 6,669 -127,307 -95%
LWM
330
Laidlaw Wealth Management
New York
$323K 6,594 +6,594 New
SS
331
Simplicity Solutions
Minnesota
$315K 6,432 +6,432 New
CAM
332
Concorde Asset Management
Michigan
$314K 6,413 +35 +0.5%
HI
333
Hudock Inc
Pennsylvania
$312K 6,371 +6,371 New
TA
334
TrueWealth Advisors
Alabama
$310K 5,989 – –
BF
335
BOK Financial
Oklahoma
$305K 6,234 +6,234 New
F
336
F3Logic
Minnesota
$304K 6,168 +1,716 +39%
LFG
337
Larson Financial Group
Missouri
$304K 6,202 +6,001 +2,986%
PPA
338
Parametric Portfolio Associates
Washington
$301K 6,152 +6,152 New
FC
339
Forte Capital
New York
$299K 5,774 – –
APWA
340
Atlas Private Wealth Advisors
New Jersey
$292K 5,963 +5,963 New
AWA
341
Arete Wealth Advisors
Illinois
$290K 5,919 +1,810 +44%
QPW
342
Quantum Private Wealth
Florida
$288K 5,885 +836 +17%
RWA
343
Redhawk Wealth Advisors
Minnesota
$287K 5,858 +5,858 New
CP
344
Castleview Partners
Texas
$287K 5,863 +5,863 New
DAS
345
Dynamic Advisor Solutions
Arizona
$285K 5,812 -895 -13%
SMC
346
Smith, Moore & Co
Missouri
$284K 5,805 +200 +4%
RA
347
RFG Advisory
Alabama
$281K 5,730 +5,730 New
FPCG
348
Forum Private Client Group
Indiana
$277K 5,658 +5,658 New
BAS
349
Brown Advisory Securities
Maryland
$273K 5,565 +769 +16%
IF
350
Intrua Financial
Texas
$273K 5,573 +1,037 +23%
12 13
14
15 16