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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 %
CW
201
CreativeOne Wealth
Kansas
$288K +$288K +6,000 New
WA
202
WESPAC Advisors
California
$287K -$1.01M -20,888 -78%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$284K +$284K +5,913 New
SWA
204
Stratos Wealth Advisors
Ohio
$280K +$280K +5,833 New
MFA
205
Mayflower Financial Advisors
Massachusetts
$269K +$269K +5,600 New
SAM
206
Strategy Asset Managers
California
$251K – – –
AIP
207
Almanack Investment Partners
Pennsylvania
$250K -$1.93M -40,270 -89%
DAS
208
Dynamic Advisor Solutions
Arizona
$248K +$248K +5,152 New
CAM
209
Cozad Asset Management
Illinois
$242K +$242K +5,030 New
IAN
210
Integrated Advisors Network
Texas
$240K +$240K +4,999 New
Goldman Sachs
211
Goldman Sachs
New York
$235K -$1.16M -24,153 -83%
PPA
212
Parametric Portfolio Associates
Washington
$233K -$2.02K -42 -0.9%
PIA
213
Perennial Investment Advisors
California
$230K +$230K +4,793 New
RWA
214
Redhawk Wealth Advisors
Minnesota
$225K +$2.88K +60 +1%
OBWG
215
Onyx Bridge Wealth Group
New York
$217K +$217K +4,594 New
AFC
216
AFT Forsyth & Company
Florida
$214K +$214K +4,450 New
Deutsche Bank
217
Deutsche Bank
Germany
$205K -$410K -8,521 -67%
BEI
218
Benjamin Edwards Inc
Missouri
$200K +$14.6K +304 +8%
S
219
SignatureFD
Georgia
$151K +$71.3K +1,483 +89%
DA
220
DCM Advisors
New York
$149K +$149K +3,100 New
CF
221
Centaurus Financial
California
$148K -$1.23M -25,655 -89%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$120K – – –
FFA
223
Founders Financial Alliance
North Carolina
$118K +$7.81K +160 +7%
BAM
224
Belpointe Asset Management
Nevada
$108K +$108K +2,242 New
Fidelity Investments
225
Fidelity Investments
Massachusetts
$105K -$30.6K -637 -23%
7 8
9
10 11