We are live on ! Find out more
RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

282 hedge funds and large institutions have $3.78B invested in First Trust Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 167 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 47

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $3.17B → $3.78B (+$615M)

13% more funds holding

Funds holding: 250 → 282 (+32)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

1.3% more ownership

Funds ownership: 67.17% → 68.47% (+1.3%)

Holders
282
Holders Change
+32
Holders Change %
+12.8%
% of All Funds
4.94%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
50
Increased
167
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$148M
2
LPL Financial
LPL Financial
California
+$84.1M
3
Morgan Stanley
Morgan Stanley
New York
+$77.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$47.2M
5
Osaic Holdings
Osaic Holdings
Arizona
+$39M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.86M
2
LFAS
Level Four Advisory Services
Texas
-$5.74M
3
SMF
Sterling Manor Financial
New York
-$2.56M
4
Jane Street
Jane Street
New York
-$2.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$5.47M +$5.34M +110,301 +2,256%
CWM
77
Cornerstone Wealth Management
Missouri
$5.4M -$1.12M -23,047 -17%
PNC
78
Park National Corp
Ohio
$5.39M +$1.7M +35,189 +45%
Citigroup
79
Citigroup
New York
$5M -$196K -4,049 -4%
JIP
80
Jaffetilchin Investment Partners
Florida
$4.91M +$290K +5,980 +6%
IAIM
81
International Assets Investment Management
Florida
$4.89M +$1.1M +22,674 +28%
CS
82
Comerica Securities
Michigan
$4.73M -$24.2K -500 -0.5%
KPWS
83
Kestra Private Wealth Services
Texas
$4.63M +$2.82M +58,199 +148%
SCA
84
Snowden Capital Advisors
New York
$4.62M +$354K +7,312 +8%
IWC
85
Integrated Wealth Concepts
Massachusetts
$4.51M -$78.8K -1,627 -2%
PWM
86
PRW Wealth Management
Massachusetts
$4.42M +$4.51M +93,067 New
SWM
87
Spire Wealth Management
Virginia
$4.34M +$404K +8,346 +10%
PA
88
PSI Advisors
Florida
$4.34M -$147K -3,031 -3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$4.13M -$63K -1,300 -1%
Prudential Financial
90
Prudential Financial
New Jersey
$3.96M +$1.51M +31,074 +61%
BRWM
91
B. Riley Wealth Management
Tennessee
$3.8M +$448K +9,247 +13%
Jane Street
92
Jane Street
New York
$3.78M -$2.52M -52,108 -40%
UFA
93
US Financial Advisors
Massachusetts
$3.71M +$93.9K +1,939 +3%
SMF
94
Sterling Manor Financial
New York
$3.7M -$2.56M -52,847 -40%
TCWM
95
Total Clarity Wealth Management
Illinois
$3.67M +$119K +2,447 +3%
PA
96
PFG Advisors
Arizona
$3.36M +$1.89M +38,992 +123%
LWA
97
Lineweaver Wealth Advisors
Ohio
$3.25M +$133K +2,741 +4%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$3.21M +$306K +6,306 +10%
NFG
99
Next Financial Group
Texas
$3.19M +$849K +17,523 +35%
IA
100
IFP Advisors
Florida
$3.18M +$1.08M +22,394 +50%
2 3
4
5 6

RDVY Hedge Fund Activity: Q3 2021 in Review

282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2021, worth a combined $3.78B — up 19% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RDVY positions and 15 closed out — a net gain of 35 holders — while 167 added to existing stakes and 47 trimmed.

The largest buyer was Legacy Capital Wealth Partners, adding an estimated $148M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.86M.

  • 282 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2021, up from 250 in Q2 2021.
  • Funds reported $3.78B of First Trust Rising Dividend Achievers ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 50 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2021 and 15 closed out, a net change of +35 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $148M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q3 2021 was Cetera Investment Advisers, an estimated $6.86M sold.

Based on aggregated 13F filings for Q3 2021.