First Trust Rising Dividend Achievers ETF
RDVY
250 hedge funds and large institutions have $3.17B invested in First Trust Rising Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 143 increasing their positions, 27 reducing their positions, and 11 closing their positions.
491% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 11
430% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 27
67% more funds holding in top 10
Funds holding in top 10: 12 → 20 (+8)
49% more capital invested
Capital invested by funds: $2.13B → $3.17B (+$1.04B)
26% more funds holding
Funds holding: 198 → 250 (+52)
1.56% less ownership
Funds ownership: 68.73% → 67.17% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$139M |
| 2 |
LPL Financial
San Diego,
California
|
+$88.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$65.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$57.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$48.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$4.17M |
| 2 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$4.07M |
| 3 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$3.14M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$1.93M |
| 5 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$1.39M |
RDVY Hedge Fund Activity: Q2 2021 in Review
250 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q2 2021, worth a combined $3.17B — up 49% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new RDVY positions and 11 closed out — a net gain of 54 holders — while 143 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $139M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $4.17M sold.
- 250 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2021, up from 198 in Q1 2021.
- Funds reported $3.17B of First Trust Rising Dividend Achievers ETF stock for Q2 2021, up 49% quarter-over-quarter.
- 65 funds opened new First Trust Rising Dividend Achievers ETF positions in Q2 2021 and 11 closed out, a net change of +54 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q2 2021 was Morgan Stanley, an estimated $139M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q2 2021 was Financial Advocates Investment Management, an estimated $4.17M sold.
Based on aggregated 13F filings for Q2 2021.