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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

281 hedge funds and large institutions have $3.75B invested in First Trust Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
281
Holders Change
+32
Holders Change %
+12.85%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
50
Increased
166
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$395M
2
Morgan Stanley
2
Morgan Stanley
New York
$518M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$207M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$130M
5
Wells Fargo
5
Wells Fargo
California
$286M

Top Sellers

1
HWM
1
Holloway Wealth Management
Florida
$7.12M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$34M
3
LFAS
3
Level Four Advisory Services
Texas
$0
4
SMF
4
Sterling Manor Financial
New York
$3.7M
5
Jane Street
5
Jane Street
New York
$3.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Affinity Wealth Management
Delaware
$26.1M -$663K -13,910 -2%
CA
27
Cetera Advisors
Colorado
$25.6M +$5.9M +124,361 +30%
MML Investors Services
28
MML Investors Services
Massachusetts
$24.8M +$3.13M +65,892 +14%
RW
29
RVW Wealth
California
$22M +$528K +11,285 +2%
FIG
30
FundX Investment Group
California
$22M -$1.76M -37,058 -7%
FPGK
31
Financial Partners Group (Kansas)
Kansas
$19.9M +$1.4M +29,560 +8%
SPIA
32
Steward Partners Investment Advisory
New York
$18.7M +$2.07M +43,576 +12%
FTS
33
Fifth Third Securities
Ohio
$18.5M +$1.99M +41,882 +12%
EIA
34
Eldridge Investment Advisors
New Hampshire
$18.1M -$1.3M -27,470 -7%
APA
35
American Portfolios Advisors
New York
$17.3M +$3.54M +74,515 +26%
FHC
36
First Heartland Consultants
Missouri
$17.3M +$4.79M +100,919 +38%
ACA
37
Ascension Capital Advisors
Texas
$16.5M +$263K +5,544 +2%
LCWP
38
Legacy Capital Wealth Partners
Arkansas
$16.4M +$15.1M +3,061,947 +1,101%
CAG
39
Csenge Advisory Group
Florida
$15.3M +$705K +14,666 +5%
SPC
40
Sigma Planning Corp
Michigan
$14.7M +$5.91M +124,454 +67%
PFS
41
Prospera Financial Services
Texas
$13.8M +$4.59M +96,762 +50%
KWM
42
Keebeck Wealth Management
Illinois
$13.6M – – –
US Bancorp
43
US Bancorp
Minnesota
$13.6M +$4.42M +93,192 +48%
AWM
44
AE Wealth Management
Kansas
$13.4M +$282K +5,938 +2%
TCWA
45
Ten Capital Wealth Advisors
Washington
$12.8M +$634K +13,365 +5%
GLA
46
Good Life Advisors
Pennsylvania
$11.9M +$4.88M +102,703 +69%
FH
47
FWG Holdings
Florida
$11M +$496K +10,443 +5%
SWP
48
Stratos Wealth Partners
Ohio
$10.7M +$3.13M +65,964 +42%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$10.2M +$452K +9,525 +5%
GVAG
50
Great Valley Advisor Group
Delaware
$9.52M +$1.74M +36,610 +22%
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