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First Trust Rising Dividend Achievers ETF
RDVY

282 hedge funds and large institutions have $3.78B invested in First Trust Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 167 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 47

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $3.17B → $3.78B (+$615M)

13% more funds holding

Funds holding: 250 → 282 (+32)

5% more funds holding in top 10

Funds holding in top 10: 20 → 21 (+1)

1.3% more ownership

Funds ownership: 67.17% → 68.47% (+1.3%)

Holders
282
Holders Change
+32
Holders Change %
+12.8%
% of All Funds
4.94%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
50
Increased
167
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$148M
2
LPL Financial
LPL Financial
California
+$84.1M
3
Morgan Stanley
Morgan Stanley
New York
+$77.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$47.2M
5
Osaic Holdings
Osaic Holdings
Arizona
+$39M

Top Sellers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.86M
2
LFAS
Level Four Advisory Services
Texas
-$5.74M
3
SMF
Sterling Manor Financial
New York
-$2.56M
4
Jane Street
Jane Street
New York
-$2.52M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
126
Stephens Inc
Arkansas
$1.85M +$637K +13,156 +51%
MA
127
Mutual Advisors
Nebraska
$1.81M +$1.12M +23,217 +155%
Renaissance Technologies
128
Renaissance Technologies
New York
$1.78M +$407K +8,400 +29%
FA
129
Flagstar Advisors
New York
$1.75M +$1.79M +36,844 New
FFS
130
Founders Financial Securities
Maryland
$1.67M +$100K +2,065 +6%
AI
131
Atria Investments
North Carolina
$1.67M +$578K +11,935 +51%
HIS
132
Harvest Investment Services
Illinois
$1.67M +$20.7K +427 +1%
SLWA
133
San Luis Wealth Advisors
California
$1.67M +$1.7M +35,098 New
FAM
134
Flaharty Asset Management
Florida
$1.66M +$742K +15,311 +78%
IA
135
IFG Advisory
Georgia
$1.64M +$478K +9,864 +40%
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$1.6M +$752K +15,526 +85%
LNC
137
Lincoln National Corp
Pennsylvania
$1.57M +$50.6K +1,045 +3%
CAAS
138
Capital Asset Advisory Services
Michigan
$1.57M +$135K +2,786 +9%
IFG
139
Investors Financial Group
Minnesota
$1.52M +$573K +11,834 +59%
AWA
140
Arkadios Wealth Advisors
Georgia
$1.44M -$604K -12,469 -29%
CAGAS
141
Capital Advisory Group Advisory Services
Minnesota
$1.4M +$38.4K +793 +3%
TWM
142
Titus Wealth Management
California
$1.39M +$125K +2,573 +10%
FFN
143
Focus Financial Network
Minnesota
$1.36M -$36K -744 -3%
MIM
144
MTM Investment Management
South Carolina
$1.34M +$14.6K +301 +1%
WA
145
WESPAC Advisors
California
$1.32M +$1.06M +21,834 +366%
WS
146
Wedbush Securities
California
$1.3M +$357K +7,378 +37%
HA
147
Herold Advisors
New York
$1.29M +$1.32M +27,265 New
ASN
148
Advisory Services Network
Georgia
$1.24M +$276K +5,691 +28%
SCM
149
Spreng Capital Management
Ohio
$1.22M +$426K +8,798 +53%
AWM
150
Accel Wealth Management
Iowa
$1.2M +$103K +2,131 +9%
4 5
6
7 8

RDVY Hedge Fund Activity: Q3 2021 in Review

282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2021, worth a combined $3.78B — up 19% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RDVY positions and 15 closed out — a net gain of 35 holders — while 167 added to existing stakes and 47 trimmed.

The largest buyer was Legacy Capital Wealth Partners, adding an estimated $148M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.86M.

  • 282 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2021, up from 250 in Q2 2021.
  • Funds reported $3.78B of First Trust Rising Dividend Achievers ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 50 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2021 and 15 closed out, a net change of +35 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $148M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q3 2021 was Cetera Investment Advisers, an estimated $6.86M sold.

Based on aggregated 13F filings for Q3 2021.