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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.

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 %
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$3.14M +$3.14M +66,116 New
William Blair & Company
102
William Blair & Company
Illinois
$3.13M +$2.69M +56,750 +622%
TFS
103
Thoroughbred Financial Services
Tennessee
$3.08M +$475K +10,009 +18%
NA
104
NewEdge Advisors
Louisiana
$3.07M +$2.3M +48,431 +297%
PWM
105
Purus Wealth Management
California
$3.01M +$122K +2,578 +4%
GWSG
106
GPS Wealth Strategies Group
Colorado
$2.97M +$452K +9,520 +18%
WA
107
Wealth Advisors
California
$2.93M +$194K +4,075 +7%
SG
108
StoneX Group
New York
$2.83M +$569K +11,988 +25%
RJT
109
Raymond James Trust
Florida
$2.77M +$959K +20,193 +53%
OC
110
Oppenheimer & Co
New York
$2.69M +$389K +8,191 +17%
BFS
111
Bickling Financial Services
Massachusetts
$2.66M +$208K +4,391 +9%
SFG
112
Sovereign Financial Group
Connecticut
$2.49M -$177K -3,739 -7%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$2.42M +$1.29M +27,195 +114%
GWM
114
Geneos Wealth Management
Colorado
$2.41M +$225K +4,674 +10%
LA
115
LexAurum Advisors
Kansas
$2.38M -$37.2K -783 -2%
BCM
116
Breiter Capital Management
Florida
$2.24M +$44.4K +936 +2%
AFP
117
Ausdal Financial Partners
Iowa
$2.22M +$116K +2,448 +6%
BCA
118
Bay Colony Advisors
Massachusetts
$2.13M +$364K +7,674 +21%
CFGS
119
Concourse Financial Group Securities
Alabama
$2.03M +$767K +16,154 +61%
AIP
120
Almanack Investment Partners
Pennsylvania
$1.97M +$1.72M +36,187 +694%
TCM
121
Triumph Capital Management
Colorado
$1.93M +$54.6K +1,149 +3%
BCM
122
Barometer Capital Management
Ontario, Canada
$1.93M +$1.43M +30,120 +287%
FHA
123
Flagship Harbor Advisors
Massachusetts
$1.9M – – –
CBFP
124
Cedar Brook Financial Partners
Ohio
$1.89M -$261K -5,494 -12%
SI
125
Stephens Inc
Arkansas
$1.85M +$624K +13,156 +51%
3 4
5
6 7