RDVY icon

First Trust Rising Dividend Achievers ETF

281 hedge funds and large institutions have $3.75B invested in First Trust Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+32
Holders Change %
+12.85%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
50
Increased
166
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCIG
176
Quad-Cities Investment Group
Iowa
$659K +$64.5K +1,359 +11%
OBWG
177
Onyx Bridge Wealth Group
New York
$613K +$383K +7,671 +167%
CAN
178
Claraphi Advisory Network
United States
$603K +$15.9K +336 +3%
WCFA
179
Walkner Condon Financial Advisors
Wisconsin
$596K +$596K +12,594 New
PAS
180
Park Avenue Securities
New York
$583K +$102K +2,154 +21%
WWM
181
Wagner Wealth Management
South Carolina
$574K +$181K +3,624 +46%
SWM
182
SeaCrest Wealth Management
New York
$563K +$245K +5,160 +77%
MCM
183
MAI Capital Management
Ohio
$553K +$210K +4,426 +61%
AWA
184
Alta Wealth Advisors
Massachusetts
$543K +$543K +11,439 New
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$541K -$1.78M -37,612 -77%
RIA
186
Realta Investment Advisors
Delaware
$524K +$169K +3,567 +48%
MFA
187
Mayflower Financial Advisors
Massachusetts
$521K +$239K +4,750 +85%
PFA
188
Pinnacle Family Advisors
Missouri
$520K +$10.9K +229 +2%
CIAS
189
Capital Investment Advisory Services
North Carolina
$511K +$145K +3,055 +40%
LFF
190
Level Four Financial
Texas
$509K -$469K -9,873 -48%
CPIG
191
Chicago Partners Investment Group
Illinois
$489K +$489K +9,495 New
AIM
192
Axiom Investment Management
New York
$486K +$8.72K +185 +2%
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$482K -$425K
SWM
194
Stockman Wealth Management
Montana
$468K -$34.2K -720 -7%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$462K +$462K +9,740 New
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$442K +$442K +9,312 New
KWM
197
Kingsview Wealth Management
Oregon
$427K -$583K -12,291 -58%
OPA
198
Old Port Advisors
Maine
$423K
CAM
199
Cozad Asset Management
Illinois
$420K +$181K +3,810 +76%
GW
200
GW & Wade
Massachusetts
$414K +$78.1K +1,645 +23%