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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 %
PGWM
201
Pitti Group Wealth Management
New York
$1.28M +$1.28M +24,638 New
BFA
202
Brendel Financial Advisors
New Hampshire
$1.26M +$1.26M +24,235 New
EF
203
Empowered Funds
Pennsylvania
$1.25M +$40.4K +780 +3%
KWM
204
Kingsview Wealth Management
Oregon
$1.24M +$778K +15,019 +167%
SB
205
Strategic Blueprint
Georgia
$1.21M +$447K +8,622 +58%
CA
206
CoreCap Advisors
Michigan
$1.19M +$1.19M +22,900 New
KCFA
207
Key Client Fiduciary Advisors
New Jersey
$1.17M +$1.17M +22,665 New
WIP
208
WealthCare Investment Partners
Rhode Island
$1.15M +$1.15M +22,126 New
SF
209
Synovus Financial
Georgia
$1.13M +$1.13M +21,721 New
GSWM
210
Golden State Wealth Management
California
$1.11M +$274K +5,294 +33%
WAM
211
Walker Asset Management
Missouri
$1.08M +$1.08M +20,821 New
HAS
212
HBW Advisory Services
California
$1.07M +$202K +3,897 +23%
CFD
213
Creative Financial Designs
Indiana
$1.06M +$977K +18,855 +1,185%
CA
214
Continuum Advisory
Idaho
$1.05M +$787K +15,202 +295%
PAG
215
Private Advisory Group
Washington
$1.03M +$675K +13,044 +189%
SWM
216
SFG Wealth Management
Maryland
$1.03M +$1.03M +19,922 New
JPMorgan Chase & Co
217
JPMorgan Chase & Co
New York
$1.03M +$132K +2,544 +15%
KWM
218
Kaydan Wealth Management
Michigan
$1.02M +$1.02M +19,745 New
FFS
219
Founders Financial Securities
Maryland
$1.01M -$813K -15,704 -45%
APW
220
Aurora Private Wealth
New Jersey
$999K +$161K +3,115 +19%
CHC
221
City Holding Co
West Virginia
$991K +$575K +11,685 +138%
Mariner
222
Mariner
Kansas
$975K +$975K +18,828 New
SPI
223
Sutton Place Investors
New York
$951K +$951K +18,355 New
WCFA
224
Walkner Condon Financial Advisors
Wisconsin
$945K +$293K +5,658 +45%
PA
225
Prism Advisors
California
$941K +$161K +3,113 +21%
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