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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.

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 %
SG
101
StoneX Group
New York
$2.29M +$1.9M +39,506 +487%
BCM
102
Breiter Capital Management
Florida
$2.22M +$2.22M +46,186 New
GWM
103
Geneos Wealth Management
Colorado
$2.2M -$601K -12,419 -21%
CBFP
104
Cedar Brook Financial Partners
Ohio
$2.18M +$209K +4,346 +11%
IA
105
IFP Advisors
Florida
$2.14M +$1.36M +28,463 +176%
AFP
106
Ausdal Financial Partners
Iowa
$2.13M +$289K +6,011 +16%
AWA
107
Arkadios Wealth Advisors
Georgia
$2.06M +$674K +14,043 +49%
UCFA
108
United Capital Financial Advisors
Texas
$1.93M +$1.93M +40,132 New
TCM
109
Triumph Capital Management
Colorado
$1.9M +$1.9M +39,566 New
FHA
110
Flagship Harbor Advisors
Massachusetts
$1.9M +$1.09M +22,648 +134%
KPWS
111
Kestra Private Wealth Services
Texas
$1.89M +$1.45M +30,207 +330%
RJT
112
Raymond James Trust
Florida
$1.83M +$694K +14,448 +61%
BCA
113
Bay Colony Advisors
Massachusetts
$1.79M +$34.6K +721 +2%
HF
114
HRT Financial
New York
$1.77M +$1.23M +25,551 +225%
JWCA
115
J.W. Cole Advisors
Florida
$1.72M +$206K +4,280 +14%
HIS
116
Harvest Investment Services
Illinois
$1.67M -$8.93K -186 -0.5%
FFS
117
Founders Financial Securities
Maryland
$1.59M +$1.21M +25,101 +310%
LNC
118
Lincoln National Corp
Pennsylvania
$1.54M +$386K +8,029 +33%
PA
119
PFG Advisors
Arizona
$1.52M +$1.16M +24,167 +320%
CAAS
120
Capital Asset Advisory Services
Michigan
$1.45M +$1.45M +30,263 New
FFN
121
Focus Financial Network
Minnesota
$1.41M -$769 -16 -0.1%
Renaissance Technologies
122
Renaissance Technologies
New York
$1.4M -$456K -9,500 -25%
CAGAS
123
Capital Advisory Group Advisory Services
Minnesota
$1.37M +$107K +2,222 +8%
MIM
124
MTM Investment Management
South Carolina
$1.34M +$2.69K +56 +0.2%
TWM
125
Titus Wealth Management
California
$1.29M +$87.2K +1,815 +7%
3 4
5
6 7