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

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
$18M
2
HWM
Holloway Wealth Management
Florida
$7.93M
3
Goldman Sachs
Goldman Sachs
New York
$3.13M
4
SMF
Sterling Manor Financial
New York
$1.4M
5
LA
LexAurum Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
151
Sovereign Financial Group
Connecticut
$2.74M +$18.8K +363 +0.7%
JWCA
152
J.W. Cole Advisors
Florida
$2.62M +$2.62M +50,569 New
HIS
153
Harvest Investment Services
Illinois
$2.51M +$695K +13,423 +38%
ASN
154
Advisory Services Network
Georgia
$2.43M +$1.07M +20,707 +79%
LNC
155
Lincoln National Corp
Pennsylvania
$2.41M +$695K +13,419 +41%
BCA
156
Bay Colony Advisors
Massachusetts
$2.34M +$13.2K +254 +0.6%
NWMG
157
National Wealth Management Group
Ohio
$2.33M +$2.33M +44,971 New
FHA
158
Flagship Harbor Advisors
Massachusetts
$2.31M +$258K +4,974 +13%
BCM
159
Breiter Capital Management
Florida
$2.26M -$186K -3,589 -8%
CFGS
160
Concourse Financial Group Securities
Alabama
$2.25M +$35.3K +682 +2%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$2.17M +$1.58M +30,498 +267%
SI
162
Saxon Interests
Texas
$2.14M +$2.14M +40,796 New
FAM
163
Flaharty Asset Management
Florida
$2.08M +$278K +5,362 +15%
AI
164
Atria Investments
North Carolina
$2.04M +$218K +4,204 +12%
TWM
165
Titus Wealth Management
California
$2.02M +$503K +9,720 +33%
BCM
166
Barometer Capital Management
Ontario, Canada
$2.01M -$91.2K -1,760 -4%
CA
167
Claro Advisors
Massachusetts
$1.99M +$1.09M +20,971 +120%
CAM
168
Cozad Asset Management
Illinois
$1.99M +$1.53M +29,624 +335%
AWM
169
Accel Wealth Management
Iowa
$1.97M +$665K +12,832 +51%
AssetMark Inc
170
AssetMark Inc
California
$1.95M +$1.54M +29,800 +376%
NFG
171
Nations Financial Group
Iowa
$1.95M +$756K +14,594 +63%
CFRPA
172
Castle Financial & Retirement Planning Associates
New Jersey
$1.91M +$1.91M +37,148 New
FA
173
Flagstar Advisors
New York
$1.89M -$13.9K -268 -0.7%
WS
174
Wedbush Securities
California
$1.87M +$458K +8,836 +32%
CAAS
175
Capital Asset Advisory Services
Michigan
$1.81M +$100K +1,930 +6%
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