First Trust Rising Dividend Achievers ETF
RDVY
282 hedge funds and large institutions have $3.78B invested in First Trust Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 167 increasing their positions, 47 reducing their positions, and 15 closing their positions.
255% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 47
233% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 15
19% more capital invested
Capital invested by funds: $3.17B → $3.78B (+$615M)
13% more funds holding
Funds holding: 250 → 282 (+32)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
1.3% more ownership
Funds ownership: 67.17% → 68.47% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$148M |
| 2 |
LPL Financial
San Diego,
California
|
+$84.1M |
| 3 |
Morgan Stanley
New York
|
+$77.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$47.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$6.86M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$5.74M |
| 3 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
-$2.56M |
| 4 |
Jane Street
New York
|
-$2.52M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.82M |
RDVY Hedge Fund Activity: Q3 2021 in Review
282 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2021, worth a combined $3.78B — up 19% from $3.17B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new RDVY positions and 15 closed out — a net gain of 35 holders — while 167 added to existing stakes and 47 trimmed.
The largest buyer was Legacy Capital Wealth Partners, adding an estimated $148M. The largest seller was Cetera Investment Advisers, cutting an estimated $6.86M.
- 282 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2021, up from 250 in Q2 2021.
- Funds reported $3.78B of First Trust Rising Dividend Achievers ETF stock for Q3 2021, up 19% quarter-over-quarter.
- 50 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2021 and 15 closed out, a net change of +35 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $148M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q3 2021 was Cetera Investment Advisers, an estimated $6.86M sold.
Based on aggregated 13F filings for Q3 2021.