RDVY icon

First Trust Rising Dividend Achievers ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
COCM
351
Charter Oak Capital Management
New Hampshire
$34K +$16.8K +329 +98%
TAM
352
Tucker Asset Management
Colorado
$25.3K -$5.75K -111 -19%
CAL
353
Capital Analysts LLC
Pennsylvania
$23K
MAM
354
Meeder Asset Management
Ohio
$21K
HPC
355
HM Payson & Co
Maine
$21K
CCM
356
Covington Capital Management
California
$20K
FHC
357
First Heartland Consultants
Missouri
$19.7K +$905 +17,468 +5%
TLFA
358
True Link Financial Advisors
California
$15K +$15K +286 New
SC
359
Stephens Consulting
Michigan
$14.8K +$14.8K +286 New
HFS
360
Hantz Financial Services
Michigan
$14K +$14K +270 New
KFI
361
Key Financial Inc
Pennsylvania
$12K
PP
362
Pacifica Partners
Canada
$12K +$3.07K +59 +34%
LFG
363
Larson Financial Group
Missouri
$10K +$10K +201 New
SL
364
Savior LLC
Massachusetts
$10K +$10K +202 New
PB
365
Pinnacle Bancorp
Nebraska
$9K
BCM
366
Bourgeon Capital Management
Connecticut
$8K
LAS
367
Lloyd Advisory Services
Georgia
$7K -$562 -11 -7%
HWA
368
HHM Wealth Advisors
Tennessee
$7K +$7K +135 New
TCM
369
TD Capital Management
Tennessee
$7K +$7K +137 New
GWANC
370
Guardian Wealth Advisors (North Carolina)
North Carolina
$7K +$7K +139 New
GFPC
371
Global Financial Private Client
Florida
$6.61K
HNB
372
Huntington National Bank
Ohio
$5K
HNWAG
373
High Net Worth Advisory Group
Florida
$2K +$2K +46 New
BWL
374
Bogart Wealth LLC
Virginia
$1K
WIM
375
Westside Investment Management
California
$241