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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

638 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, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.56%
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
206
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$61.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$361M
3
FTS
Fifth Third Securities
Ohio
$7.03M
4
Osaic Holdings
Osaic Holdings
Arizona
$167M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$3.74M -$12.4K -197 -0.3%
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$3.66M +$2.34M +37,244 +176%
RBWA
228
RFG - Bristol Wealth Advisors
Massachusetts
$3.64M +$374K +5,962 +11%
KWA
229
Kingswood Wealth Advisors
California
$3.61M +$332K +5,290 +10%
LBC
230
Leigh Baldwin & Co
New York
$3.6M +$717K +11,429 +25%
SWM
231
Shelton Wealth Management
Texas
$3.59M -$51.8K -826 -1%
WH
232
Willner & Heller
California
$3.58M -$30.1K -479 -0.8%
WWA
233
Wisconsin Wealth Advisors
Wisconsin
$3.56M +$210K +3,350 +6%
FAM
234
Flaharty Asset Management
Florida
$3.55M -$278K -4,428 -7%
MSFS
235
Main Street Financial Solutions
Pennsylvania
$3.55M -$30.2K -482 -0.8%
FFA
236
Farther Finance Advisors
California
$3.54M -$6.4K -102 -0.2%
FA
237
Flagstar Advisors
New York
$3.54M -$213K -3,402 -6%
MWM
238
Modern Wealth Management
Kansas
$3.53M +$186K +2,960 +6%
AAS
239
Asset Allocation Strategies
Michigan
$3.48M -$391K -6,236 -10%
CFD
240
Creative Financial Designs
Indiana
$3.34M +$210K +3,351 +7%
CAAS
241
Capital Asset Advisory Services
Michigan
$3.33M -$447K -7,058 -12%
LI
242
LVZ Inc
Michigan
$3.32M -$37.8K -603 -1%
TGAM
243
TBH Global Asset Management
Tennessee
$3.28M -$4.18M -66,580 -56%
SEP
244
Southland Equity Partners
Missouri
$3.25M -$14K -223 -0.4%
PWM
245
Purus Wealth Management
California
$3.14M -$18.9K -302 -0.6%
SEA
246
Stegent Equity Advisors
Texas
$3.07M -$728K -11,608 -19%
OWA
247
ORBA Wealth Advisors
Illinois
$3.05M -$2.59M -41,274 -46%
Betterment LLC
248
Betterment LLC
New York
$3.04M +$495K +7,892 +19%
LMKC
249
L.M. Kohn & Company
Ohio
$2.97M -$217K -3,465 -7%
MFG
250
Merit Financial Group
Georgia
$2.96M +$95.1K +1,515 +3%
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