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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

197 hedge funds and large institutions have $2.12B invested in First Trust Rising Dividend Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+42
Holders Change %
+27.1%
% of All Funds
3.47%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.21%
New
55
Increased
106
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$292M
2
LPL Financial
2
LPL Financial
California
$216M
3
Wells Fargo
3
Wells Fargo
California
$193M
4
Bank of America
4
Bank of America
North Carolina
$163M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$92.2M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
RA
3
RiverTree Advisors
Florida
$5.94M
4
BCM
4
Barometer Capital Management
Ontario, Canada
$318K
5
SS
5
Simplicity Solutions
Minnesota
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
76
Great Valley Advisor Group
Delaware
$2.43M +$2.05M +45,087 +546%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$2.36M -$273K -6,011 -10%
AIC
78
Ameritas Investment Company
Nebraska
$2.35M +$2.01M +44,114 +590%
NFG
79
Next Financial Group
Texas
$2.14M +$100K +2,209 +5%
AIP
80
Almanack Investment Partners
Pennsylvania
$2.07M +$1.69M +37,131 +445%
OC
81
Oppenheimer & Co
New York
$2M +$910K +19,999 +84%
CBFP
82
Cedar Brook Financial Partners
Ohio
$1.86M +$121K +2,658 +7%
Citigroup
83
Citigroup
New York
$1.84M +$1.02M +22,404 +124%
Renaissance Technologies
84
Renaissance Technologies
New York
$1.76M +$1.15M +25,200 +188%
AFP
85
Ausdal Financial Partners
Iowa
$1.74M +$1.43M +31,533 +465%
BCA
86
Bay Colony Advisors
Massachusetts
$1.66M +$99.3K +2,182 +6%
HIS
87
Harvest Investment Services
Illinois
$1.59M -$74.2K -1,631 -4%
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$1.54M +$992K +21,815 +182%
APA
89
American Portfolios Advisors
New York
$1.51M +$105K +2,311 +7%
TCWM
90
Total Clarity Wealth Management
Illinois
$1.47M +$1.04M +22,798 +239%
Prudential Financial
91
Prudential Financial
New Jersey
$1.46M +$969K +21,311 +197%
SMF
92
Sterling Manor Financial
New York
$1.45M +$1.19M +26,139 +458%
JWCA
93
J.W. Cole Advisors
Florida
$1.44M +$601K +13,202 +72%
BBA
94
Braun-Bostich & Associates
Pennsylvania
$1.39M +$62.7K +1,379 +5%
TFS
95
Thoroughbred Financial Services
Tennessee
$1.34M +$528K +11,619 +65%
FFN
96
Focus Financial Network
Minnesota
$1.34M +$1.34M +29,413 New
Goldman Sachs
97
Goldman Sachs
New York
$1.32M +$1.32M +29,043 New
AWA
98
Arkadios Wealth Advisors
Georgia
$1.31M +$177K +3,885 +16%
CF
99
Centaurus Financial
California
$1.31M +$1.31M +28,746 New
MIM
100
MTM Investment Management
South Carolina
$1.27M +$425K +9,336 +50%
2 3
4
5 6