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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

249 hedge funds and large institutions have $3.14B invested in First Trust Rising Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
249
Holders Change
+52
Holders Change %
+26.4%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
65
Increased
142
Reduced
27
Closed
11
Calls
$5.01M
Puts
–
Net Calls
+$5.01M
Net Calls Change
+$5.01M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$448M
2
LPL Financial
2
LPL Financial
California
$317M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$163M
4
Ameriprise
4
Ameriprise
Minnesota
$141M
5
Wells Fargo
5
Wells Fargo
California
$253M

Top Sellers

1
HWM
1
Holloway Wealth Management
Florida
$6.88M
2
WI
2
Wintrust Investments
Illinois
$402K
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
BWM
4
BCGM Wealth Management
Indiana
$856K
5
AIP
5
Almanack Investment Partners
Pennsylvania
$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$22.3M +$4.72M +98,172 +27%
RW
27
RVW Wealth
California
$22M +$432K +8,999 +2%
MML Investors Services
28
MML Investors Services
Massachusetts
$21.9M +$17M +353,257 +345%
CA
29
Cetera Advisors
Colorado
$19.9M +$3.87M +80,534 +24%
EIA
30
Eldridge Investment Advisors
New Hampshire
$19.6M -$343K -7,135 -2%
FPGK
31
Financial Partners Group (Kansas)
Kansas
$18.7M +$7.78M +162,037 +71%
SPIA
32
Steward Partners Investment Advisory
New York
$16.8M +$3.35M +69,826 +25%
FTS
33
Fifth Third Securities
Ohio
$16.7M +$5.4M +112,451 +48%
ACA
34
Ascension Capital Advisors
Texas
$16.4M +$7.46M +155,293 +83%
CAG
35
Csenge Advisory Group
Florida
$14.7M +$5.73M +118,901 +64%
APA
36
American Portfolios Advisors
New York
$13.9M +$12.3M +255,765 +772%
KWM
37
Keebeck Wealth Management
Illinois
$13.8M +$13.8M +286,890 New
LCWP
38
Legacy Capital Wealth Partners
Arkansas
$13.4M +$13.4M +278,179 New
AWM
39
AE Wealth Management
Kansas
$13.3M +$2.08M +43,309 +19%
FHC
40
First Heartland Consultants
Missouri
$12.6M +$3.29M +68,412 +35%
TCWA
41
Ten Capital Wealth Advisors
Washington
$12.3M +$634K +13,199 +5%
FH
42
FWG Holdings
Florida
$10.6M +$10.6M +221,029 New
HighTower Advisors
43
HighTower Advisors
Illinois
$10.4M +$7.38M +153,714 +241%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$9.82M +$1.26M +26,164 +15%
PFS
45
Prospera Financial Services
Texas
$9.31M +$3.4M +70,758 +57%
US Bancorp
46
US Bancorp
Minnesota
$9.3M -$51.4K -1,070 -0.6%
VA
47
Valmark Advisers
Ohio
$9.23M +$9.23M +192,218 New
SPC
48
Sigma Planning Corp
Michigan
$8.91M +$2.43M +50,648 +38%
CRWM
49
Castle Rock Wealth Management
California
$8.87M +$5.93M +121,081 +202%
UR
50
USCA RIA
Texas
$8.52M +$8.52M +177,281 New
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