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First Trust Rising Dividend Achievers ETF

407 hedge funds and large institutions have $5.48B invested in First Trust Rising Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 207 increasing their positions, 136 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 136

0.85% less ownership

Funds ownership: 69.6%68.75% (-0.85%)

5% less funds holding

Funds holding: 427407 (-20)

8% less funds holding in top 10

Funds holding in top 10: 5248 (-4)

18% less capital invested

Capital invested by funds: $6.7B → $5.48B (-$1.22B)

33% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 51

Holders
407
Holders Change
-20
Holders Change %
-4.68%
% of All Funds
6.86%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
0.81%
New
34
Increased
207
Reduced
136
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$645M +$25.1M +554,061 +4%
Morgan Stanley
2
Morgan Stanley
New York
$581M -$29.8M -656,950 -4%
Wells Fargo
3
Wells Fargo
California
$385M -$52.6M -1,159,923 -11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$279M -$5.15M -113,608 -2%
Bank of America
5
Bank of America
North Carolina
$219M -$28.9M -636,777 -11%
Ameriprise
6
Ameriprise
Minnesota
$205M +$42.3M +933,870 +23%
Osaic Holdings
7
Osaic Holdings
Arizona
$192M -$11.3M -249,155 -5%
UBS Group
8
UBS Group
Switzerland
$187M -$5.83M -128,541 -3%
ACM
9
Advance Capital Management
Michigan
$156M -$3.18M -70,115 -2%
RJA
10
Raymond James & Associates
Florida
$147M -$12M -265,241 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$130M +$781K +17,233 +0.5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$120M -$15.2M -335,855 -10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$112M +$2.99M +65,933 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$96.2M -$8.93M -196,964 -8%
KAS
15
Kestra Advisory Services
Texas
$75.3M -$15.5M -341,508 -16%
PAG
16
Private Advisor Group
New Jersey
$69.6M +$230K +5,080 +0.3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$68.3M +$11.9M +263,467 +19%
WWM
18
Western Wealth Management
Colorado
$46.6M -$4.66M -102,822 -8%
Stifel Financial
19
Stifel Financial
Missouri
$44.5M -$26.3M -580,794 -35%
CAN
20
Cetera Advisor Networks
California
$39M +$1.46M +32,238 +4%
CA
21
Cetera Advisors
Colorado
$36.7M +$413K +9,109 +1%
CAG
22
Csenge Advisory Group
Florida
$36.6M +$7.24M +159,690 +22%
MML Investors Services
23
MML Investors Services
Massachusetts
$35.8M -$946K -20,856 -2%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$35.5M -$1.14M -25,175 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$35.4M -$1.78M -39,317 -4%

RDVY Hedge Fund Activity: Q2 2022 in Review

407 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q2 2022, worth a combined $5.48B — down 18% from $6.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RDVY and 34 opened new positions — a net loss of 17 holders — while 136 trimmed existing stakes and 207 added.

The largest buyer was Ameriprise, adding an estimated $42.3M. The largest seller was Wells Fargo, cutting an estimated $52.6M.

  • 407 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2022, down from 427 in Q1 2022.
  • Funds reported $5.48B of First Trust Rising Dividend Achievers ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 34 funds opened new First Trust Rising Dividend Achievers ETF positions in Q2 2022 and 51 closed out, a net change of -17 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q2 2022 was Ameriprise, an estimated $42.3M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q2 2022 was Wells Fargo, an estimated $52.6M sold.

Based on aggregated 13F filings for Q2 2022.