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First Trust Rising Dividend Achievers ETF
RDVY

379 hedge funds and large institutions have $5.49B invested in First Trust Rising Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 210 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

777% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 13

518% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 34

90% more funds holding in top 10

Funds holding in top 10: 21 → 40 (+19)

45% more capital invested

Capital invested by funds: $3.78B → $5.49B (+$1.71B)

34% more funds holding

Funds holding: 282 → 379 (+97)

1.12% more ownership

Funds ownership: 68.47% → 69.6% (+1.1%)

Holders
379
Holders Change
+97
Holders Change %
+34.4%
% of All Funds
5.83%
Holding in Top 10
40
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+90.48%
% of All Funds
0.62%
New
114
Increased
210
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$180M
2
Wells Fargo
Wells Fargo
California
+$131M
3
Morgan Stanley
Morgan Stanley
New York
+$78.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$64.4M
5
Bank of America
Bank of America
North Carolina
+$47.8M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$151M
2
Goldman Sachs
Goldman Sachs
New York
-$2.76M
3
SMF
Sterling Manor Financial
New York
-$2.56M
4
LA
LexAurum Advisors
Kansas
-$2.38M
5
CRWM
Castle Rock Wealth Management
California
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
126
TBH Global Asset Management
Tennessee
$3.96M +$3.86M +76,500 New
OC
127
Oppenheimer & Co
New York
$3.95M +$991K +19,651 +35%
BFEC
128
Benjamin F. Edwards & Company
Missouri
$3.94M +$424K +8,413 +12%
SWA
129
Stratos Wealth Advisors
Ohio
$3.92M +$480K +9,526 +14%
IA
130
IFP Advisors
Florida
$3.91M +$421K +8,344 +12%
GWM
131
Geneos Wealth Management
Colorado
$3.88M +$1.25M +24,870 +50%
GWSG
132
GPS Wealth Strategies Group
Colorado
$3.84M +$584K +11,580 +19%
KA
133
Kovack Advisors
Florida
$3.66M +$3.13M +62,089 +720%
LWA
134
Lineweaver Wealth Advisors
Ohio
$3.6M +$50.4K +1,000 +1%
BFS
135
Bickling Financial Services
Massachusetts
$3.57M +$650K +12,882 +23%
RJT
136
Raymond James Trust
Florida
$3.47M +$434K +8,602 +15%
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$3.37M -$50.8K -1,007 -2%
SWM
138
Shelton Wealth Management
Texas
$3.37M +$3.28M +65,038 New
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$3.27M +$3.19M +63,150 New
WA
140
Wealth Advisors
California
$3.24M +$59.5K +1,180 +2%
MA
141
Mutual Advisors
Nebraska
$3.23M +$1.22M +24,103 +63%
PWM
142
Purus Wealth Management
California
$3.15M -$133K -2,644 -4%
Goldman Sachs
143
Goldman Sachs
New York
$3.13M -$2.76M -54,766 -48%
BAM
144
Belpointe Asset Management
Nevada
$3.08M +$3M +59,467 New
SIM
145
Seaview Investment Managers
Florida
$3.08M +$3M +59,391 New
Jane Street
146
Jane Street
New York
$2.85M -$1.24M -24,627 -31%
TCM
147
Triumph Capital Management
Colorado
$2.85M +$718K +14,243 +35%
AFP
148
Ausdal Financial Partners
Iowa
$2.81M +$374K +7,419 +16%
SI
149
Stephens Inc
Arkansas
$2.81M +$767K +15,207 +39%
CBFP
150
Cedar Brook Financial Partners
Ohio
$2.79M +$709K +14,058 +35%
4 5
6
7 8

RDVY Hedge Fund Activity: Q4 2021 in Review

379 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2021, worth a combined $5.49B — up 45% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new RDVY positions and 13 closed out — a net gain of 101 holders — while 210 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $180M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $151M.

  • 379 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2021, up from 282 in Q3 2021.
  • Funds reported $5.49B of First Trust Rising Dividend Achievers ETF stock for Q4 2021, up 45% quarter-over-quarter.
  • 114 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2021 and 13 closed out, a net change of +101 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2021 was LPL Financial, an estimated $180M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2021.