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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
BIM
151
Bullseye Investment Management
Ohio
$2.74M +$2.67M +52,903 New
MFG
152
Merit Financial Group
Georgia
$2.74M +$2.67M +52,893 New
SFG
153
Sovereign Financial Group
Connecticut
$2.74M +$18.3K +363 +0.7%
JWCA
154
J.W. Cole Advisors
Florida
$2.62M +$2.55M +50,569 New
HIS
155
Harvest Investment Services
Illinois
$2.51M +$677K +13,423 +38%
ASN
156
Advisory Services Network
Georgia
$2.43M +$1.04M +20,707 +79%
LNC
157
Lincoln National Corp
Pennsylvania
$2.41M +$677K +13,419 +41%
BCA
158
Bay Colony Advisors
Massachusetts
$2.34M +$12.8K +254 +0.6%
NWMG
159
National Wealth Management Group
Ohio
$2.33M +$2.27M +44,971 New
FHA
160
Flagship Harbor Advisors
Massachusetts
$2.31M +$251K +4,974 +13%
BCM
161
Breiter Capital Management
Florida
$2.25M -$181K -3,589 -8%
CFGS
162
Concourse Financial Group Securities
Alabama
$2.25M +$34.4K +682 +2%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$2.17M +$1.54M +30,498 +267%
SI
164
Saxon Interests
Texas
$2.14M +$2.06M +40,796 New
FAM
165
Flaharty Asset Management
Florida
$2.08M +$270K +5,362 +15%
AI
166
Atria Investments
North Carolina
$2.04M +$212K +4,204 +12%
TWM
167
Titus Wealth Management
California
$2.02M +$490K +9,720 +33%
BCM
168
Barometer Capital Management
Ontario, Canada
$2.01M -$88.8K -1,760 -4%
CA
169
Claro Advisors
Massachusetts
$1.99M +$1.06M +20,971 +120%
CAM
170
Cozad Asset Management
Illinois
$1.99M +$1.49M +29,624 +335%
AWM
171
Accel Wealth Management
Iowa
$1.97M +$647K +12,832 +51%
AssetMark Inc
172
AssetMark Inc
California
$1.95M +$1.5M +29,800 +376%
NFG
173
Nations Financial Group
Iowa
$1.95M +$736K +14,594 +63%
CFRPA
174
Castle Financial & Retirement Planning Associates
New Jersey
$1.91M +$1.87M +37,148 New
FA
175
Flagstar Advisors
New York
$1.89M -$13.5K -268 -0.7%
5 6
7
8 9

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.