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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 %
SFP
176
Sweet Financial Partners
Minnesota
$1.79M +$1.79M +34,584 New
BRWA
177
B. Riley Wealth Advisors
Florida
$1.77M +$953K +18,403 +117%
SEA
178
Stegent Equity Advisors
Texas
$1.74M +$1.74M +33,508 New
OIA
179
OneDigital Investment Advisors
Kansas
$1.72M +$493K +9,528 +40%
SCM
180
Spreng Capital Management
Ohio
$1.7M +$390K +7,531 +30%
EWM
181
EPG Wealth Management
Georgia
$1.7M +$629K +12,142 +59%
WE
182
Wealth Effects
Massachusetts
$1.67M +$1.67M +32,259 New
IFG
183
Investors Financial Group
Minnesota
$1.64M -$17.5K -337 -1%
CAGAS
184
Capital Advisory Group Advisory Services
Minnesota
$1.59M +$70.2K +1,355 +5%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$555K +10,712 +54%
MIM
186
MTM Investment Management
South Carolina
$1.55M +$90.7K +1,752 +6%
SLWA
187
San Luis Wealth Advisors
California
$1.55M -$270K -5,216 -15%
Renaissance Technologies
188
Renaissance Technologies
New York
$1.53M -$414K -8,000 -21%
ACA
189
Aptus Capital Advisors
Alabama
$1.52M +$325K +6,270 +27%
FPWM
190
FSB Premier Wealth Management
Iowa
$1.51M +$1.51M +29,170 New
MSFS
191
Main Street Financial Solutions
Pennsylvania
$1.49M +$297K +5,740 +25%
FFN
192
Focus Financial Network
Minnesota
$1.48M +$104 +2 +0%
HA
193
Herold Advisors
New York
$1.48M +$67.3K +1,300 +5%
PA
194
Pinnacle Associates
New York
$1.44M +$1.44M +27,781 New
SMF
195
Sterling Manor Financial
New York
$1.4M -$2.63M -50,831 -65%
WA
196
WESPAC Advisors
California
$1.38M -$57.9K -1,118 -4%
AFA
197
American Financial Advisors
Georgia
$1.38M +$258K +4,990 +23%
CWG
198
Crown Wealth Group
North Carolina
$1.37M +$1.37M +26,398 New
BFA
199
Beacon Financial Advisory
Ohio
$1.33M +$915K +17,671 +221%
ACM
200
Advance Capital Management
Michigan
$1.31M +$1.31M +25,242 New
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