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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 %
MA
126
Mutual Advisors
Nebraska
$1.81M +$1.1M +23,217 +155%
Renaissance Technologies
127
Renaissance Technologies
New York
$1.78M +$399K +8,400 +29%
FA
128
Flagstar Advisors
New York
$1.75M +$1.75M +36,844 New
FFS
129
Founders Financial Securities
Maryland
$1.67M +$98K +2,065 +6%
AI
130
Atria Investments
North Carolina
$1.67M +$567K +11,935 +51%
HIS
131
Harvest Investment Services
Illinois
$1.67M +$20.3K +427 +1%
SLWA
132
San Luis Wealth Advisors
California
$1.67M +$1.67M +35,098 New
FAM
133
Flaharty Asset Management
Florida
$1.66M +$727K +15,311 +78%
IA
134
IFG Advisory
Georgia
$1.64M +$468K +9,864 +40%
MAFM
135
Mid Atlantic Financial Management
Pennsylvania
$1.6M +$737K +15,526 +85%
LNC
136
Lincoln National Corp
Pennsylvania
$1.57M +$49.6K +1,045 +3%
CAAS
137
Capital Asset Advisory Services
Michigan
$1.57M +$132K +2,786 +9%
IFG
138
Investors Financial Group
Minnesota
$1.52M +$562K +11,834 +59%
AWA
139
Arkadios Wealth Advisors
Georgia
$1.44M -$592K -12,469 -29%
CAGAS
140
Capital Advisory Group Advisory Services
Minnesota
$1.4M +$37.6K +793 +3%
TWM
141
Titus Wealth Management
California
$1.39M +$122K +2,573 +10%
FFN
142
Focus Financial Network
Minnesota
$1.36M -$35.3K -744 -3%
MIM
143
MTM Investment Management
South Carolina
$1.34M +$14.3K +301 +1%
WA
144
WESPAC Advisors
California
$1.32M +$1.04M +21,834 +366%
WS
145
Wedbush Securities
California
$1.3M +$350K +7,378 +37%
HA
146
Herold Advisors
New York
$1.29M +$1.29M +27,265 New
ASN
147
Advisory Services Network
Georgia
$1.24M +$270K +5,691 +28%
SCM
148
Spreng Capital Management
Ohio
$1.22M +$423K +8,798 +53%
AWM
149
Accel Wealth Management
Iowa
$1.2M +$101K +2,131 +9%
BBA
150
Braun-Bostich & Associates
Pennsylvania
$1.19M -$2.8K -59 -0.2%
4 5
6
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