RDVY icon

First Trust Rising Dividend Achievers ETF

281 hedge funds and large institutions have $3.75B invested in First Trust Rising Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
281
Holders Change
+32
Holders Change %
+12.85%
% of All Funds
4.94%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.35%
New
50
Increased
166
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$518M 10,916,727 +1,593,279 +17%
LPL Financial
2
LPL Financial
California
$395M 8,330,984 +1,735,700 +26%
Wells Fargo
3
Wells Fargo
California
$286M 6,034,638 +774,298 +15%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$207M 4,370,683 +973,598 +29%
Bank of America
5
Bank of America
North Carolina
$200M 4,216,436 +420,649 +11%
Ameriprise
6
Ameriprise
Minnesota
$173M 3,663,774 +721,430 +25%
UBS Group
7
UBS Group
Switzerland
$169M 3,553,986 +398,788 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$130M 2,726,096 +805,943 +42%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$93.8M 1,975,130 +315,082 +19%
RJA
10
Raymond James & Associates
Florida
$90M 1,896,470 +232,219 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$88.4M 1,863,209 +414,928 +29%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$71.8M 1,512,554 +352,050 +30%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$69.1M 1,456,668 +212,248 +17%
KAS
14
Kestra Advisory Services
Texas
$48.5M 1,021,229 +437,410 +75%
PAG
15
Private Advisor Group
New Jersey
$41M 862,804 -8,352 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$37.7M 793,385 +304,343 +62%
Stifel Financial
17
Stifel Financial
Missouri
$37.1M 781,994 +129,517 +20%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$34M 715,608 -141,643 -17%
ODFS
19
O'Donnell Financial Services
California
$31.4M 661,717 +661,717 New
HI
20
Harbour Investments
Wisconsin
$31M 653,957 +114,206 +21%
CAN
21
Cetera Advisor Networks
California
$30.2M 635,201 +36,027 +6%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$30M 632,410 +111,012 +21%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$28.9M 608,215 +27,543 +5%
Truist Financial
24
Truist Financial
North Carolina
$28.2M 594,043 +76,968 +15%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$28M 590,887 +126,853 +27%