First Trust Rising Dividend Achievers ETF
RDVY
427 hedge funds and large institutions have $6.7B invested in First Trust Rising Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 256 increasing their positions, 66 reducing their positions, and 20 closing their positions.
288% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 66
285% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 20
30% more funds holding in top 10
Funds holding in top 10: 40 → 52 (+12)
22% more capital invested
Capital invested by funds: $5.49B → $6.7B (+$1.21B)
13% more funds holding
Funds holding: 379 → 427 (+48)
0.01% more ownership
Funds ownership: 69.6% → 69.6% (+0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$192M |
| 2 |
LPL Financial
San Diego,
California
|
+$165M |
| 3 |
Morgan Stanley
New York
|
+$119M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$96.8M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$64.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$29.8M |
| 2 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
-$26.1M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$18.8M |
| 4 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$8.28M |
| 5 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$6.43M |
RDVY Hedge Fund Activity: Q1 2022 in Review
427 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2022, worth a combined $6.7B — up 22% from $5.49B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new RDVY positions and 20 closed out — a net gain of 57 holders — while 256 added to existing stakes and 66 trimmed.
The largest buyer was Advance Capital Management, adding an estimated $192M. The largest seller was Fifth Third Securities, exiting entirely with an estimated $29.8M sold.
- 427 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2022, up from 379 in Q4 2021.
- Funds reported $6.7B of First Trust Rising Dividend Achievers ETF stock for Q1 2022, up 22% quarter-over-quarter.
- 77 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2022 and 20 closed out, a net change of +57 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2022 was Advance Capital Management, an estimated $192M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q1 2022 was Fifth Third Securities, an estimated $29.8M sold.
Based on aggregated 13F filings for Q1 2022.