First Trust Rising Dividend Achievers ETF
RDVY
198 hedge funds and large institutions have $2.13B invested in First Trust Rising Dividend Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 21 reducing their positions, and 12 closing their positions.
405% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 21
367% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 12
200% more funds holding in top 10
Funds holding in top 10: 4 → 12 (+8)
81% more capital invested
Capital invested by funds: $1.18B → $2.13B (+$955M)
28% more funds holding
Funds holding: 155 → 198 (+43)
6.04% more ownership
Funds ownership: 62.7% → 68.73% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$107M |
| 2 |
LPL Financial
San Diego,
California
|
+$94.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$58.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$42.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$9.52M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.09M |
| 3 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$868K |
| 4 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$832K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$543K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
201
Synergy Asset Management
Vancouver,
Washington
| – | -$9.52M | -238,216 | Closed |
|
|
202
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1.09M | -27,192 | Closed |
|
|
MAG
203
MRA Advisory Group
Parsippany,
New Jersey
| – | -$498K | -12,459 | Closed |
|
|
LFAS
204
Level Four Advisory Services
Dallas,
Texas
| – | -$322K | -8,057 | Closed |
|
|
BWA
205
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$40K | -1,000 | Closed |
|
|
LGA
206
Lebenthal Global Advisors
Hauppauge,
New York
| – | -$31K | -780 | Closed |
|
|
GI
207
Gradient Investments
Arden Hills,
Minnesota
| – | -$25K | -750 | Closed |
|
|
ICP
208
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| – | -$24K | -625 | Closed |
|
|
AWG
209
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$15K | -375 | Closed |
|
|
ACA
210
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$10K | -275 | Closed |
|
211
AssetMark Inc
Concord,
California
| – | -$2K | -47 | Closed |
|
|
BWM
212
Baystate Wealth Management
Boston,
Massachusetts
| – | -$1K | -30 | Closed |
|
RDVY Hedge Fund Activity: Q1 2021 in Review
198 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2021, worth a combined $2.13B — up 81% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new RDVY positions and 12 closed out — a net gain of 44 holders — while 106 added to existing stakes and 21 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $9.52M sold.
- 198 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2021, up from 155 in Q4 2020.
- Funds reported $2.13B of First Trust Rising Dividend Achievers ETF stock for Q1 2021, up 81% quarter-over-quarter.
- 56 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2021 and 12 closed out, a net change of +44 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2021 was Morgan Stanley, an estimated $107M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q1 2021 was Synergy Asset Management, an estimated $9.52M sold.
Based on aggregated 13F filings for Q1 2021.