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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

636 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 312 increasing their positions, 204 reducing their positions, and 39 closing their positions.

Holders
636
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.54%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
204
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.62B
2
Ameriprise
2
Ameriprise
Minnesota
$443M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$272M
4
Mariner
4
Mariner
Kansas
$69.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$249M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$361M
3
FTS
3
Fifth Third Securities
Ohio
$7.03M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$167M
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.62B 25,895,165 +2,208,591 +9%
Morgan Stanley
2
Morgan Stanley
New York
$1.06B 16,851,576 +129,106 +0.8%
Raymond James Financial
3
Raymond James Financial
Florida
$703M 11,201,473 +198,938 +2%
Wells Fargo
4
Wells Fargo
California
$619M 9,858,738 +335,207 +4%
Ameriprise
5
Ameriprise
Minnesota
$443M 7,074,097 +957,587 +16%
Bank of America
6
Bank of America
North Carolina
$410M 6,537,057 +258,172 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$361M 5,755,413 -319,037 -5%
UBS Group
8
UBS Group
Switzerland
$321M 5,115,328 +258,333 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$272M 4,328,699 +907,673 +27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$249M 3,969,781 +448,727 +13%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$175M 2,795,239 +97,920 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$167M 2,798,150 -236,481 -8%
KAS
13
Kestra Advisory Services
Texas
$165M 2,622,035 +95,719 +4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$153M 2,438,734 +89,332 +4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$149M 2,381,386 -43,668 -2%
PAG
16
Private Advisor Group
New Jersey
$147M 2,337,390 +435,032 +23%
Stifel Financial
17
Stifel Financial
Missouri
$143M 2,286,136 +132,977 +6%
HighTower Advisors
18
HighTower Advisors
Illinois
$88.9M 1,416,412 -102,340 -7%
Truist Financial
19
Truist Financial
North Carolina
$88.1M 1,403,926 +430,935 +44%
MML Investors Services
20
MML Investors Services
Massachusetts
$85.3M 1,358,900 +89,433 +7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$84.3M 1,344,406 +69,849 +5%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$78.3M 1,248,516 -28,449 -2%
Mariner
23
Mariner
Kansas
$69.1M 1,101,967 +612,253 +125%
PFS
24
Prospera Financial Services
Texas
$66.5M 1,060,141 +104,476 +11%
EH
25
Equitable Holdings
New York
$63.9M 1,018,270 +53,566 +6%
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