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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.

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

Top Sellers

1
HWM
Holloway Wealth Management
Florida
$6.88M
2
WI
Wintrust Investments
Illinois
$402K
3
FAIM
Financial Advocates Investment Management
Washington
$0
4
BWM
BCGM Wealth Management
Indiana
$856K
5
AIP
Almanack Investment Partners
Pennsylvania
$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Axiom Investment Management
New York
$486K +$486K +10,125 New
JWM
177
Jackson Wealth Management
Florida
$453K +$22.8K +474 +5%
William Blair & Company
178
William Blair & Company
Illinois
$439K – – –
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$425K -$290K – –
OPA
180
Old Port Advisors
Maine
$422K – – –
BCA
181
Biltmore Capital Advisors
New Jersey
$410K -$169K -3,512 -29%
WI
182
Wintrust Investments
Illinois
$402K -$4.08M -85,042 -91%
CPO
183
Cerity Partners OCIO
New York
$392K +$392K +8,169 New
CCP
184
Cardan Capital Partners
Colorado
$382K +$382K +7,943 New
NFG
185
Nadler Financial Group
Illinois
$380K +$84.6K +1,760 +29%
WWM
186
Wagner Wealth Management
South Carolina
$378K +$65K +1,352 +21%
CIAS
187
Capital Investment Advisory Services
North Carolina
$370K +$28.1K +585 +8%
RIA
188
Realta Investment Advisors
Delaware
$359K +$11.8K +246 +3%
TWM
189
Triton Wealth Management
Arizona
$359K +$359K +7,304 New
MCM
190
MAI Capital Management
Ohio
$347K – – –
DI
191
DFPG Investments
Utah
$347K +$7.16K +149 +2%
CIBC World Market
192
CIBC World Market
Ontario, Canada
$347K +$347K +7,231 New
GW
193
GW & Wade
Massachusetts
$340K +$340K +7,073 New
Bank of New York Mellon
194
Bank of New York Mellon
New York
$337K +$45.3K +943 +16%
SB
195
Strategic Blueprint
Georgia
$337K +$337K +7,023 New
Millennium Management
196
Millennium Management
New York
$326K +$326K +6,789 New
SWM
197
SeaCrest Wealth Management
New York
$322K +$322K +6,695 New
AWG
198
Altus Wealth Group
Colorado
$317K +$317K +6,598 New
SS
199
Simplicity Solutions
Minnesota
$298K +$47.4K +986 +19%
CAM
200
Concorde Asset Management
Michigan
$296K +$47.8K +995 +19%
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