RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

424 hedge funds and large institutions have $6.66B invested in First Trust Rising Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 255 increasing their positions, 66 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+49
Holders Change %
+13.07%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+34.21%
% of All Funds
0.81%
New
76
Increased
255
Reduced
66
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advance Capital Management
Michigan
$190M
2
LPL Financial
LPL Financial
California
$745M
3
Morgan Stanley
Morgan Stanley
New York
$727M
4
Wells Fargo
Wells Fargo
California
$518M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$340M

Top Sellers

1
FTS
Fifth Third Securities
Ohio
$0
2
BBA
Braun-Bostich & Associates
Pennsylvania
$1.27M
3
GM
GeoWealth Management
Illinois
$0
4
FHA
First Horizon Advisors
Tennessee
$0
5
HWM
Holloway Wealth Management
Florida
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
Triumph Capital Management
Colorado
$5.48M +$2.79M +56,929 +104%
MCC
127
Money Concepts Capital
Florida
$5.34M +$5.02M +102,527 +1,612%
SWMG
128
Sanchez Wealth Management Group
Florida
$5.27M +$5.27M +107,482 New
SG
129
StoneX Group
New York
$5.16M +$1.15M +23,448 +29%
FF
130
Financial Futures
New Jersey
$5.13M -$141K -2,868 -3%
TFS
131
Thoroughbred Financial Services
Tennessee
$4.84M +$235K +4,791 +5%
BIM
132
Bullseye Investment Management
Ohio
$4.66M +$2.07M +42,242 +80%
FFN
133
Focus Financial Network
Minnesota
$4.66M +$3.25M +66,403 +232%
GIA
134
Gladstone Institutional Advisory
Florida
$4.57M -$3.8M -77,545 -45%
PA
135
PSI Advisors
Florida
$4.43M +$69.8K +1,425 +2%
OC
136
Oppenheimer & Co
New York
$4.43M +$691K +14,105 +18%
TCWM
137
Total Clarity Wealth Management
Illinois
$4.39M -$2.21M -45,096 -33%
WFS
138
Weitzel Financial Services
Iowa
$4.35M +$4.35M +88,800 New
BFS
139
Bickling Financial Services
Massachusetts
$4.28M +$909K +18,546 +27%
FHA
140
Flagship Harbor Advisors
Massachusetts
$4.23M +$2.05M +41,755 +94%
RJT
141
Raymond James Trust
Florida
$4.22M +$944K +19,262 +29%
HA
142
HFG Advisors
Ohio
$4.22M +$4.22M +86,093 New
GRP
143
Global Retirement Partners
California
$4.19M +$4.19M +94,321 New
SI
144
Saxon Interests
Texas
$4.17M +$2.17M +44,173 +108%
CAM
145
Cozad Asset Management
Illinois
$4.12M +$2.24M +45,683 +119%
WGCA
146
Wolf Group Capital Advisors
Virginia
$4.03M -$6.31M -128,842 -61%
SOS
147
Silver Oak Securities
Tennessee
$3.9M +$3.9M +81,129 New
BAWC
148
Boyce & Associates Wealth Consulting
Texas
$3.85M +$3.85M +78,592 New
KCFA
149
Key Client Fiduciary Advisors
New Jersey
$3.79M +$2.68M +54,701 +241%
BAM
150
Bellevue Asset Management
Washington
$3.69M +$3.69M +74,417 New
4 5
6
7 8