RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

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.

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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$616M
2
Wells Fargo
2
Wells Fargo
California
$447M
3
Morgan Stanley
3
Morgan Stanley
New York
$646M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$267M

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$18M
2
HWM
2
Holloway Wealth Management
Florida
$7.93M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.13M
4
SMF
4
Sterling Manor Financial
New York
$1.4M
5
LA
5
LexAurum Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ODFS
26
O'Donnell Financial Services
California
$32.5M -$270K -5,456 -0.8%
Truist Financial
27
Truist Financial
North Carolina
$32.2M +$1.39M +26,799 +5%
FTS
28
Fifth Third Securities
Ohio
$29.8M +$9.6M +185,391 +48%
AWM
29
Affinity Wealth Management
Delaware
$28M +$55.9K +1,095 +0.2%
BBA
30
Braun-Bostich & Associates
Pennsylvania
$28M +$26.7M +523,076 +2,084%
WWM
31
Western Wealth Management
Colorado
$27M +$27M +521,710 New
RW
32
RVW Wealth
California
$24.6M +$278K +5,368 +1%
SPC
33
Sigma Planning Corp
Michigan
$24.5M +$8.43M +162,866 +53%
FPGK
34
Financial Partners Group (Kansas)
Kansas
$24.3M +$3.22M +64,061 +15%
FIG
35
FundX Investment Group
California
$22.9M -$1.09M -21,125 -5%
SPIA
36
Steward Partners Investment Advisory
New York
$22.9M +$2.5M +48,326 +12%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$22.1M +$19.4M +374,994 +734%
APA
38
American Portfolios Advisors
New York
$21.1M +$2.28M +43,931 +12%
PCM
39
Presidio Capital Management
California
$20.9M +$20.9M +404,266 New
AWM
40
Axxcess Wealth Management
California
$20.9M +$20.9M +402,647 New
EIA
41
Eldridge Investment Advisors
New Hampshire
$20.8M +$1.12M +21,608 +6%
ACA
42
Ascension Capital Advisors
Texas
$19.3M +$1.33M +25,743 +7%
GM
43
GeoWealth Management
Illinois
$18.8M +$18.6M +358,702 +7,984%
WA
44
Win Advisors
Florida
$18.7M +$18.7M +360,220 New
LCWP
45
Legacy Capital Wealth Partners
Arkansas
$18M -$154M -2,990,421 -90%
PFS
46
Prospera Financial Services
Texas
$17.3M +$2.22M +42,899 +15%
AWM
47
AE Wealth Management
Kansas
$16.2M +$1.61M +31,049 +11%
FH
48
FWG Holdings
Florida
$15.9M +$3.84M +73,650 +32%
EH
49
Equitable Holdings
New York
$15.7M +$8M +154,537 +104%
GLA
50
Good Life Advisors
Pennsylvania
$15.5M +$2.55M +49,176 +20%
1
2
3 4 5