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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
379
Holders Change
+97
Holders Change %
+34.4%
% of All Funds
5.83%
Holding in Top 10
40
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+90.48%
% of All Funds
0.62%
New
114
Increased
210
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$180M
2
Wells Fargo
Wells Fargo
California
+$131M
3
Morgan Stanley
Morgan Stanley
New York
+$78.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$64.4M
5
Bank of America
Bank of America
North Carolina
+$47.8M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$151M
2
Goldman Sachs
Goldman Sachs
New York
-$2.76M
3
SMF
Sterling Manor Financial
New York
-$2.56M
4
LA
LexAurum Advisors
Kansas
-$2.38M
5
CRWM
Castle Rock Wealth Management
California
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$33.4M -$433K -8,591 -1%
ODFS
27
O'Donnell Financial Services
California
$32.5M -$275K -5,456 -0.8%
Truist Financial
28
Truist Financial
North Carolina
$32.2M +$1.35M +26,799 +5%
FTS
29
Fifth Third Securities
Ohio
$29.8M +$9.35M +185,391 +48%
AWM
30
Affinity Wealth Management
Delaware
$28M +$55.2K +1,095 +0.2%
BBA
31
Braun-Bostich & Associates
Pennsylvania
$28M +$26.4M +523,076 +2,084%
WWM
32
Western Wealth Management
Colorado
$27M +$26.3M +521,710 New
RW
33
RVW Wealth
California
$24.6M +$271K +5,368 +1%
SPC
34
Sigma Planning Corp
Michigan
$24.5M +$8.22M +162,866 +53%
FPGK
35
Financial Partners Group (Kansas)
Kansas
$24.3M +$3.23M +64,061 +15%
FIG
36
FundX Investment Group
California
$22.9M -$1.07M -21,125 -5%
SPIA
37
Steward Partners Investment Advisory
New York
$22.9M +$2.44M +48,326 +12%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$22.1M +$18.9M +374,994 +734%
APA
39
American Portfolios Advisors
New York
$21.1M +$2.22M +43,931 +12%
PCM
40
Presidio Capital Management
California
$20.9M +$20.4M +404,266 New
AWM
41
Axxcess Wealth Management
California
$20.9M +$20.3M +402,647 New
EIA
42
Eldridge Investment Advisors
New Hampshire
$20.8M +$1.09M +21,608 +6%
ACA
43
Ascension Capital Advisors
Texas
$19.3M +$1.3M +25,743 +7%
GM
44
GeoWealth Management
Illinois
$18.8M +$18.1M +358,702 +7,984%
WA
45
Win Advisors
Florida
$18.7M +$18.2M +360,220 New
LCWP
46
Legacy Capital Wealth Partners
Arkansas
$18M -$151M -2,990,421 -90%
PFS
47
Prospera Financial Services
Texas
$17.3M +$2.16M +42,899 +15%
AWM
48
AE Wealth Management
Kansas
$16.2M +$1.57M +31,049 +11%
FH
49
FWG Holdings
Florida
$15.9M +$3.71M +73,650 +32%
EH
50
Equitable Holdings
New York
$15.7M +$7.79M +154,537 +104%
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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.