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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.

New
Increased
Maintained
Reduced
Closed
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 %
VA
51
Valmark Advisers
Ohio
$9.48M +$352K +7,406 +4%
I
52
INVST
Indiana
$9.07M +$9.07M +191,101 New
DADC
53
D.A. Davidson & Co
Montana
$8.79M +$942K +19,848 +12%
HighTower Advisors
54
HighTower Advisors
Illinois
$8.72M -$1.6M -33,763 -16%
USCWA
55
U.S. Capital Wealth Advisors
Texas
$8.13M +$8.13M +171,359 New
BFG
56
Beacon Financial Group
Texas
$8.04M -$379K -7,865 -5%
AAS
57
Avantax Advisory Services
Texas
$8.04M +$2.57M +54,048 +47%
IWM
58
IHT Wealth Management
Illinois
$7.94M +$870K +18,330 +12%
CRWM
59
Castle Rock Wealth Management
California
$7.85M -$1.47M -28,660 -16%
CA
60
Crumly & Associates
Illinois
$7.8M +$291K +6,128 +4%
GIA
61
Gladstone Institutional Advisory
Florida
$7.65M +$953K +20,070 +14%
MIAN
62
Mariner Independent Advisor Network
Kansas
$7.56M +$2.2M +46,413 +41%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$7.32M +$403K +8,481 +6%
FHA
64
First Horizon Advisors
Tennessee
$7.29M +$341K +7,181 +5%
EWM
65
Echo Wealth Management
Minnesota
$7.16M +$1.99M +40,878 +39%
HWM
66
Holloway Wealth Management
Florida
$7.12M -$6.88M – –
EH
67
Equitable Holdings
New York
$7.08M +$1.12M +23,603 +19%
MOS
68
MGO One Seven
Ohio
$7M +$7M +139,959 New
HGWM
69
Harvest Group Wealth Management
Massachusetts
$6.13M +$169K +3,554 +3%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$5.95M +$2.06M +43,400 +53%
RA
71
RiverTree Advisors
Florida
$5.94M -$156K -3,282 -3%
AIC
72
Ameritas Investment Company
Nebraska
$5.92M +$3.64M +76,681 +160%
FAIM
73
Financial Advocates Investment Management
Washington
$5.75M +$5.75M +121,089 New
EE
74
EWG Elevate
California
$5.61M +$5.61M +118,172 New
Goldman Sachs
75
Goldman Sachs
New York
$5.47M +$5.24M +110,301 +2,256%
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3
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