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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 %
NW
251
NewEdge Wealth
Pennsylvania
$2.7M -$46K -786 -2%
LBC
252
Leigh Baldwin & Co
New York
$2.69M +$470K +8,027 +21%
MFG
253
Merit Financial Group
Georgia
$2.67M +$290K +4,960 +12%
RA
254
RiverTree Advisors
Florida
$2.61M +$2.61M +44,517 New
NFA
255
Northwest Financial Advisors
Virginia
$2.59M -$581K -9,929 -18%
EIA
256
Eldridge Investment Advisors
New Hampshire
$2.54M -$19.8K -339 -0.8%
DIP
257
Davis Investment Partners
North Carolina
$2.53M -$52.7K -950 -2%
WEG
258
World Equity Group
Illinois
$2.51M +$217K +3,703 +9%
MOS
259
MGO One Seven
Ohio
$2.49M +$154K +2,627 +7%
TWM
260
TCFG Wealth Management
California
$2.48M -$13.8K -235 -0.6%
CF
261
Claris Financial
Virginia
$2.48M – – –
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
$2.46M -$282K -4,816 -10%
CB
263
Chris Bulman
California
$2.41M +$964K +16,472 +67%
GFA
264
Gallagher Fiduciary Advisors
Illinois
$2.39M +$9.02K +154 +0.4%
Betterment LLC
265
Betterment LLC
New York
$2.38M +$276K +4,714 +13%
CAS
266
Coppell Advisory Solutions
Texas
$2.36M +$951K +16,646 +68%
BFA
267
Beaumont Financial Advisors
Massachusetts
$2.31M -$445K -7,609 -16%
KFGK
268
Keystone Financial Group (Kentucky)
Kentucky
$2.29M +$47.9K +818 +2%
GVAG
269
Great Valley Advisor Group
Delaware
$2.29M -$195K -3,336 -8%
CIAS
270
Capital Investment Advisory Services
North Carolina
$2.27M -$383K -6,543 -14%
TA
271
TrueWealth Advisors
Alabama
$2.24M +$152K +2,597 +7%
FWP
272
Forefront Wealth Partners
Texas
$2.22M +$2.22M +37,887 New
SW
273
SteelPeak Wealth
California
$2.2M -$22.2K -380 -1%
AA
274
Advisory Alpha
Michigan
$2.19M -$50.7K -866 -2%
FM
275
Family Management
New York
$2.19M -$1.09M -18,662 -33%
9 10
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