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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

249 hedge funds and large institutions have $3.14B invested in First Trust Rising Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
249
Holders Change
+52
Holders Change %
+26.4%
% of All Funds
4.35%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
65
Increased
142
Reduced
27
Closed
11
Calls
$5.01M
Puts
–
Net Calls
+$5.01M
Net Calls Change
+$5.01M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$448M
2
LPL Financial
2
LPL Financial
California
$317M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$163M
4
Ameriprise
4
Ameriprise
Minnesota
$141M
5
Wells Fargo
5
Wells Fargo
California
$253M

Top Sellers

1
HWM
1
Holloway Wealth Management
Florida
$6.88M
2
WI
2
Wintrust Investments
Illinois
$402K
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
BWM
4
BCGM Wealth Management
Indiana
$856K
5
AIP
5
Almanack Investment Partners
Pennsylvania
$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
151
NewEdge Advisors
Louisiana
$783K +$783K +16,291 New
GRP
152
Global Retirement Partners
California
$776K +$92K +1,917 +13%
PA
153
Prism Advisors
California
$769K -$20.6K -428 -3%
MA
154
Mutual Advisors
Nebraska
$721K +$440K +9,163 +157%
JPMorgan Chase & Co
155
JPMorgan Chase & Co
New York
$717K -$72.2K -1,503 -9%
CA
156
Claro Advisors
Massachusetts
$668K +$111K +2,306 +20%
HAS
157
HBW Advisory Services
California
$666K +$304K +6,334 +84%
GSWM
158
Golden State Wealth Management
California
$657K +$150K +3,129 +30%
PAG
159
Private Advisory Group
Washington
$640K +$640K +13,321 New
WSC
160
Wellington Shields & Co
New York
$639K +$165K +3,442 +35%
FTUS
161
Flow Traders U.S.
New York
$635K +$635K +13,209 New
BRWA
162
B. Riley Wealth Advisors
Florida
$602K +$72.6K +1,509 +14%
QCIG
163
Quad-Cities Investment Group
Iowa
$602K +$149K +3,107 +33%
CAN
164
Claraphi Advisory Network
United States
$594K +$3.65K +76 +0.6%
LWAC
165
Laurel Wealth Advisors (California)
California
$589K +$1.15K +24 +0.2%
IA
166
Insight Advisors
Pennsylvania
$582K +$327K +6,801 +128%
APW
167
Aurora Private Wealth
New Jersey
$556K +$556K +11,584 New
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$553K +$141K +2,945 +34%
LS
169
Leelyn Smith
Illinois
$540K +$540K +11,241 New
NFG
170
Nations Financial Group
Iowa
$529K +$181K +3,759 +52%
PFA
171
Pinnacle Family Advisors
Missouri
$516K +$516K +10,731 New
KA
172
Kovack Advisors
Florida
$513K +$145K +3,020 +39%
SWM
173
Stockman Wealth Management
Montana
$508K +$250K +5,214 +97%
BCM
174
Barometer Capital Management
Ontario, Canada
$503K +$168K +3,500 +50%
PAS
175
Park Avenue Securities
New York
$487K +$487K +10,128 New
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7
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