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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

375 hedge funds and large institutions have $5.44B invested in First Trust Rising Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 209 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+94
Holders Change %
+33.45%
% of All Funds
5.79%
Holding in Top 10
38
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+90%
% of All Funds
0.59%
New
111
Increased
209
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$616M
2
Wells Fargo
2
Wells Fargo
California
$447M
3
Morgan Stanley
3
Morgan Stanley
New York
$646M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$292M
5
Bank of America
5
Bank of America
North Carolina
$267M

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$18M
2
HWM
2
Holloway Wealth Management
Florida
$7.93M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.13M
4
SMF
4
Sterling Manor Financial
New York
$1.4M
5
LA
5
LexAurum Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$3.94M +$436K +8,413 +12%
SWA
127
Stratos Wealth Advisors
Ohio
$3.92M +$493K +9,526 +14%
IA
128
IFP Advisors
Florida
$3.91M +$432K +8,344 +12%
GWM
129
Geneos Wealth Management
Colorado
$3.88M +$1.29M +24,870 +50%
GWSG
130
GPS Wealth Strategies Group
Colorado
$3.84M +$600K +11,580 +19%
KA
131
Kovack Advisors
Florida
$3.66M +$3.22M +62,089 +720%
LWA
132
Lineweaver Wealth Advisors
Ohio
$3.6M +$51.8K +1,000 +1%
BFS
133
Bickling Financial Services
Massachusetts
$3.57M +$667K +12,882 +23%
RJT
134
Raymond James Trust
Florida
$3.47M +$446K +8,602 +15%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$3.37M -$52.2K -1,007 -2%
SWM
136
Shelton Wealth Management
Texas
$3.37M +$3.37M +65,038 New
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$3.27M +$3.27M +63,150 New
WA
138
Wealth Advisors
California
$3.24M +$61.1K +1,180 +2%
MA
139
Mutual Advisors
Nebraska
$3.23M +$1.25M +24,103 +63%
PWM
140
Purus Wealth Management
California
$3.15M -$137K -2,644 -4%
Goldman Sachs
141
Goldman Sachs
New York
$3.13M -$2.84M -54,766 -48%
BAM
142
Belpointe Asset Management
Nevada
$3.08M +$3.08M +59,467 New
SIM
143
Seaview Investment Managers
Florida
$3.08M +$3.08M +59,391 New
Jane Street
144
Jane Street
New York
$2.85M -$1.28M -24,627 -31%
TCM
145
Triumph Capital Management
Colorado
$2.85M +$738K +14,243 +35%
AFP
146
Ausdal Financial Partners
Iowa
$2.81M +$384K +7,419 +16%
SI
147
Stephens Inc
Arkansas
$2.81M +$787K +15,207 +39%
CBFP
148
Cedar Brook Financial Partners
Ohio
$2.79M +$728K +14,058 +35%
BIM
149
Bullseye Investment Management
Ohio
$2.74M +$2.74M +52,903 New
MFG
150
Merit Financial Group
Georgia
$2.74M +$2.74M +52,893 New
4 5
6
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