First Trust Rising Dividend Achievers ETF
RDVY
379 hedge funds and large institutions have $5.49B invested in First Trust Rising Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 210 increasing their positions, 34 reducing their positions, and 13 closing their positions.
777% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 13
518% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 34
90% more funds holding in top 10
Funds holding in top 10: 21 → 40 (+19)
45% more capital invested
Capital invested by funds: $3.78B → $5.49B (+$1.71B)
34% more funds holding
Funds holding: 282 → 379 (+97)
1.12% more ownership
Funds ownership: 68.47% → 69.6% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$180M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$131M |
| 3 |
Morgan Stanley
New York
|
+$78.1M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$64.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$47.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$151M |
| 2 |
Goldman Sachs
New York
|
-$2.76M |
| 3 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$2.56M |
| 4 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$2.38M |
| 5 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$2.06M |
RDVY Hedge Fund Activity: Q4 2021 in Review
379 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2021, worth a combined $5.49B — up 45% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new RDVY positions and 13 closed out — a net gain of 101 holders — while 210 added to existing stakes and 34 trimmed.
The largest buyer was LPL Financial, adding an estimated $180M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $151M.
- 379 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2021, up from 282 in Q3 2021.
- Funds reported $5.49B of First Trust Rising Dividend Achievers ETF stock for Q4 2021, up 45% quarter-over-quarter.
- 114 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2021 and 13 closed out, a net change of +101 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2021 was LPL Financial, an estimated $180M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2021.