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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

249 hedge funds and large institutions have $3.14B invested in First Trust Rising Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+52
Holders Change %
+26.4%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
65
Increased
142
Reduced
27
Closed
11
Calls
$5.01M
Puts
–
Net Calls
+$5.01M
Net Calls Change
+$5.01M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$448M
2
LPL Financial
2
LPL Financial
California
$317M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$163M
4
Ameriprise
4
Ameriprise
Minnesota
$141M
5
Wells Fargo
5
Wells Fargo
California
$253M

Top Sellers

1
HWM
1
Holloway Wealth Management
Florida
$6.88M
2
WI
2
Wintrust Investments
Illinois
$402K
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
BWM
4
BCGM Wealth Management
Indiana
$856K
5
AIP
5
Almanack Investment Partners
Pennsylvania
$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$4.64M +$4.06M +84,520 +700%
PA
77
PSI Advisors
Florida
$4.53M +$173K +3,596 +4%
SCA
78
Snowden Capital Advisors
New York
$4.33M +$4.02M +83,594 +1,285%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$4.25M +$1.75M +36,507 +70%
SWM
80
Spire Wealth Management
Virginia
$4M -$1.11M -23,097 -22%
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$3.93M +$3.93M +81,900 New
IAIM
82
International Assets Investment Management
Florida
$3.86M +$2.65M +55,211 +221%
PNC
83
Park National Corp
Ohio
$3.77M +$708K +14,731 +23%
UFA
84
US Financial Advisors
Massachusetts
$3.66M +$132K +2,739 +4%
TCWM
85
Total Clarity Wealth Management
Illinois
$3.59M +$2.04M +42,461 +131%
BRWM
86
B. Riley Wealth Management
Tennessee
$3.4M +$245K +5,101 +8%
LWA
87
Lineweaver Wealth Advisors
Ohio
$3.16M +$469K +9,766 +17%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$2.94M -$1.27M -26,508 -30%
PWM
89
Purus Wealth Management
California
$2.92M +$168K +3,504 +6%
WA
90
Wealth Advisors
California
$2.74M +$125K +2,615 +5%
TFS
91
Thoroughbred Financial Services
Tennessee
$2.63M +$1.21M +25,247 +85%
SFG
92
Sovereign Financial Group
Connecticut
$2.56M – – –
GWSG
93
GPS Wealth Strategies Group
Colorado
$2.55M +$2.12M +44,227 +504%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$2.53M – – –
BFS
95
Bickling Financial Services
Massachusetts
$2.48M +$2.48M +51,602 New
LA
96
LexAurum Advisors
Kansas
$2.44M -$1.39M -29,009 -36%
Prudential Financial
97
Prudential Financial
New Jersey
$2.44M +$897K +18,660 +58%
NFG
98
Next Financial Group
Texas
$2.39M +$125K +2,599 +6%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$2.36M +$1.59M +33,177 +209%
OC
100
Oppenheimer & Co
New York
$2.33M +$223K +4,639 +11%
2 3
4
5 6