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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 %
CWM
76
Cornerstone Wealth Management
Missouri
$5.4M -$1.09M -23,047 -17%
PNC
77
Park National Corp
Ohio
$5.39M +$1.67M +35,189 +45%
Citigroup
78
Citigroup
New York
$5M -$192K -4,049 -4%
JIP
79
Jaffetilchin Investment Partners
Florida
$4.91M +$284K +5,980 +6%
IAIM
80
International Assets Investment Management
Florida
$4.89M +$1.08M +22,674 +28%
CS
81
Comerica Securities
Michigan
$4.73M -$23.7K -500 -0.5%
KPWS
82
Kestra Private Wealth Services
Texas
$4.63M +$2.76M +58,199 +148%
SCA
83
Snowden Capital Advisors
New York
$4.62M +$347K +7,312 +8%
IWC
84
Integrated Wealth Concepts
Massachusetts
$4.51M -$77.2K -1,627 -2%
PWM
85
PRW Wealth Management
Massachusetts
$4.42M +$4.42M +93,067 New
SWM
86
Spire Wealth Management
Virginia
$4.34M +$396K +8,346 +10%
PA
87
PSI Advisors
Florida
$4.34M -$144K -3,031 -3%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$4.13M -$61.7K -1,300 -1%
Prudential Financial
89
Prudential Financial
New Jersey
$3.96M +$1.5M +31,074 +61%
BRWM
90
B. Riley Wealth Management
Tennessee
$3.8M +$439K +9,247 +13%
Jane Street
91
Jane Street
New York
$3.78M -$2.47M -52,108 -40%
UFA
92
US Financial Advisors
Massachusetts
$3.71M +$92K +1,939 +3%
SMF
93
Sterling Manor Financial
New York
$3.7M -$2.51M -52,847 -40%
TCWM
94
Total Clarity Wealth Management
Illinois
$3.67M +$116K +2,447 +3%
PA
95
PFG Advisors
Arizona
$3.36M +$1.85M +38,992 +123%
LWA
96
Lineweaver Wealth Advisors
Ohio
$3.26M +$130K +2,741 +4%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$3.21M +$299K +6,306 +10%
NFG
98
Next Financial Group
Texas
$3.19M +$832K +17,523 +35%
IA
99
IFP Advisors
Florida
$3.18M +$1.06M +22,394 +50%
SWA
100
Stratos Wealth Advisors
Ohio
$3.14M +$2.87M +60,403 +1,036%
2 3
4
5 6