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

Top Sellers

1
HWM
Holloway Wealth Management
Florida
$6.88M
2
WI
Wintrust Investments
Illinois
$402K
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
BWM
BCGM Wealth Management
Indiana
$856K
5
AIP
Almanack Investment Partners
Pennsylvania
$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
126
Concourse Financial Group Securities
Alabama
$1.28M +$307K +6,396 +32%
SI
127
Stephens Inc
Arkansas
$1.24M +$395K +8,227 +47%
BBA
128
Braun-Bostich & Associates
Pennsylvania
$1.21M -$259K -5,394 -18%
AC
129
Avestar Capital
New York
$1.19M +$1.19M +24,768 New
IA
130
IFG Advisory
Georgia
$1.18M +$605K +12,594 +105%
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$1.15M -$475K -9,893 -29%
MSFS
132
Main Street Financial Solutions
Pennsylvania
$1.13M +$42.3K +880 +4%
AI
133
Atria Investments
North Carolina
$1.12M +$1.12M +23,285 New
WCM
134
WealthBridge Capital Management
Ohio
$1.12M +$1.12M +23,231 New
Barclays
135
Barclays
United Kingdom
$1.11M +$813K +16,931 +273%
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$1.11M +$1.11M +23,136 New
AWM
137
Accel Wealth Management
Iowa
$1.11M +$744K +15,476 +203%
KWM
138
Kingsview Wealth Management
Oregon
$1.03M +$795K +16,488 +344%
LFF
139
Level Four Financial
Texas
$989K +$423K +8,808 +75%
ASN
140
Advisory Services Network
Georgia
$983K +$91.3K +1,901 +10%
IFG
141
Investors Financial Group
Minnesota
$972K +$972K +20,228 New
WS
142
Wedbush Securities
California
$958K +$658K +13,701 +220%
FAM
143
Flaharty Asset Management
Florida
$940K +$940K +19,563 New
AFA
144
American Financial Advisors
Georgia
$904K +$904K +18,817 New
EWM
145
EPG Wealth Management
Georgia
$897K +$276K +5,740 +44%
ACA
146
Aptus Capital Advisors
Alabama
$878K +$878K +18,280 New
MAFM
147
Mid Atlantic Financial Management
Pennsylvania
$876K +$412K +8,574 +89%
BWM
148
BCGM Wealth Management
Indiana
$856K -$3.15M -65,505 -79%
OIA
149
OneDigital Investment Advisors
Kansas
$847K +$297K +6,193 +54%
SCM
150
Spreng Capital Management
Ohio
$798K +$156K +3,237 +24%
4 5
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