We are live on ! Find out more
RDVY icon

First Trust Rising Dividend Achievers ETF

752 hedge funds and large institutions have $14.3B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 373 increasing their positions, 179 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 27

108% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 179

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

14% more capital invested

Capital invested by funds: $12.5B → $14.3B (+$1.76B)

12% more funds holding

Funds holding: 671752 (+81)

1.05% more ownership

Funds ownership: 73.81%74.86% (+1%)

Holders
752
Holders Change
+81
Holders Change %
+12.07%
% of All Funds
9.15%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
0.99%
New
119
Increased
373
Reduced
179
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
226
Ethos Financial Group
Pennsylvania
$4.96M -$3.64M -53,602 -43%
GFG
227
Goldstone Financial Group
Illinois
$4.89M +$326K +4,793 +7%
Bank of New York Mellon
228
Bank of New York Mellon
New York
$4.86M -$101K -1,483 -2%
GC
229
Guilbault Capital
Louisiana
$4.77M +$4.66M +68,597 New
MIM
230
Marshall Investment Management
Colorado
$4.65M -$181K -2,656 -4%
RA
231
RFG Advisory
Alabama
$4.62M +$166K +2,440 +4%
EWA
232
EverSource Wealth Advisors
Alabama
$4.6M +$3.71M +54,591 +471%
BW
233
Bravera Wealth
North Dakota
$4.59M +$4.49M +66,104 New
IA
234
Integrity Alliance
Iowa
$4.57M +$2.9M +42,687 +185%
LI
235
LVZ Inc
Michigan
$4.57M -$321K -4,726 -7%
NFG
236
Nations Financial Group
Iowa
$4.56M +$391K +5,754 +10%
BBA
237
Braun-Bostich & Associates
Pennsylvania
$4.55M +$27.9K +411 +0.6%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$4.55M -$80.6K -1,186 -2%
EA
239
Ergawealth Advisors
Illinois
$4.51M -$7.4M -108,838 -63%
HAG
240
HighPoint Advisor Group
Illinois
$4.44M +$4.34M +63,914 New
PWS
241
Proactive Wealth Strategies
Georgia
$4.42M -$30.9K -454 -0.7%
NW
242
NewEdge Wealth
Pennsylvania
$4.42M -$114K -1,680 -3%
CWA
243
Crux Wealth Advisors
California
$4.42M +$4.32M +63,593 New
SFPG
244
Stonebridge Financial Planning Group
Florida
$4.41M +$830K +12,215 +24%
WH
245
Willner & Heller
California
$4.31M +$209K +3,075 +5%
CWA
246
Crusonia Wealth Advisors
Colorado
$4.31M +$4.21M +62,005 New
MWM
247
Mattern Wealth Management
Kansas
$4.27M
TGAM
248
TBH Global Asset Management
Tennessee
$4.26M +$622K +9,156 +18%
SEA
249
Stegent Equity Advisors
Texas
$4.22M +$269K +3,958 +7%
TSMHT
250
Thurston Springer Miller Herd & Titak
Indiana
$4.22M +$3.75M +55,132 +985%