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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

637 hedge funds and large institutions have $9.71B invested in First Trust Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 337 increasing their positions, 179 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
-12
Holders Change %
-1.85%
% of All Funds
8.65%
Holding in Top 10
74
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.78%
% of All Funds
1.01%
New
48
Increased
337
Reduced
179
Closed
44
Calls
–
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$33K

Top Buyers

1
LPL Financial
LPL Financial
California
+$139M
2
Raymond James Financial
Raymond James Financial
Florida
+$56.9M
3
Bank of America
Bank of America
North Carolina
+$41.3M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$35.6M
5
Wells Fargo
Wells Fargo
California
+$30.1M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$15.4M
2
JIP
Jaffetilchin Investment Partners
Florida
-$14.5M
3
ACA
Aspire Capital Advisors
Washington
-$11.9M
4
AWS
Atria Wealth Solutions
New York
-$8.88M
5
FHC
First Heartland Consultants
Missouri
-$5.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
226
Visionary Wealth Advisors
Illinois
$3.49M +$506K +8,643 +17%
NFG
227
Nations Financial Group
Iowa
$3.47M +$1.17M +20,051 +51%
GFG
228
Goldstone Financial Group
Illinois
$3.44M +$391K +6,677 +13%
SWM
229
Shelton Wealth Management
Texas
$3.4M -$361K -6,159 -10%
AF
230
Allworth Financial
California
$3.4M -$254K -4,469 -7%
WH
231
Willner & Heller
California
$3.37M +$268K +4,581 +9%
PSFG
232
Park Square Financial Group
Georgia
$3.35M -$1.06M -18,106 -24%
MSFS
233
Main Street Financial Solutions
Pennsylvania
$3.34M +$33.2K +567 +1%
FFA
234
Farther Finance Advisors
California
$3.32M +$2.47M +42,029 +289%
IWM
235
IMG Wealth Management
Florida
$3.31M +$182K +3,116 +6%
FFS
236
Founders Financial Securities
Maryland
$3.26M +$331K +5,822 +11%
WIP
237
WealthCare Investment Partners
Rhode Island
$3.17M -$13.8K -259 -0.4%
MA
238
Mutual Advisors
Nebraska
$3.15M +$166K +2,930 +6%
LI
239
LVZ Inc
Michigan
$3.14M +$2.6M +44,396 +482%
WWA
240
Wisconsin Wealth Advisors
Wisconsin
$3.13M +$40.1K +685 +1%
MWM
241
Modern Wealth Management
Kansas
$3.12M +$425K +7,256 +16%
KWA
242
Kingswood Wealth Advisors
California
$3.06M +$23K +393 +0.8%
SEP
243
Southland Equity Partners
Missouri
$3.04M +$24.2K +413 +0.8%
RBWA
244
RFG - Bristol Wealth Advisors
Massachusetts
$3.04M +$1.28M +21,802 +72%
LMKC
245
L.M. Kohn & Company
Ohio
$2.97M +$89.6K +1,530 +3%
PWM
246
Purus Wealth Management
California
$2.95M +$12.1K +207 +0.4%
CFD
247
Creative Financial Designs
Indiana
$2.92M +$1.49M +25,386 +104%
JIP
248
Jaffetilchin Investment Partners
Florida
$2.87M -$14.5M -247,495 -83%
PIAS
249
PCA Investment Advisory Services
Ohio
$2.84M +$302K +5,164 +12%
BCM
250
Brookstone Capital Management
Illinois
$2.72M +$1.02M +17,363 +60%
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