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First Trust Rising Dividend Achievers ETF
RDVY

671 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 359 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

103% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 177

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.53B)

3% more funds holding

Funds holding: 650 → 671 (+21)

0.29% more ownership

Funds ownership: 73.52% → 73.81% (+0.29%)

2% less funds holding in top 10

Funds holding in top 10: 66 → 65 (-1)

Holders
671
Holders Change
+21
Holders Change %
+3.23%
% of All Funds
8.81%
Holding in Top 10
65
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.52%
% of All Funds
0.85%
New
57
Increased
359
Reduced
177
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
LPL Financial
LPL Financial
California
+$110M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$41.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$15.4M
3
SPG
Strategic Planning Group
Utah
-$14.9M
4
BAS
Breakthru Advisory Services
Wisconsin
-$11.8M
5
Raymond James Financial
Raymond James Financial
Florida
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
251
DHJJ Financial Advisors
Illinois
$3.25M +$2.04M +31,411 +185%
CWA
252
Centennial Wealth Advisory
Michigan
$3.21M +$927K +14,289 +43%
PIAS
253
PCA Investment Advisory Services
Ohio
$3.2M +$32.6K +502 +1%
AAS
254
Asset Allocation Strategies
Michigan
$3.19M -$516K -7,953 -14%
IWM
255
Iams Wealth Management
Nebraska
$3.04M -$65.8K -1,015 -2%
SWM
256
SFG Wealth Management
Maryland
$3.04M +$2M +30,879 +215%
DIP
257
Davis Investment Partners
North Carolina
$2.97M +$259 +4 +0%
Creative Planning
258
Creative Planning
Kansas
$2.97M +$1.99M +30,737 +230%
OWA
259
ORBA Wealth Advisors
Illinois
$2.93M -$326K -5,026 -10%
MOS
260
MGO One Seven
Ohio
$2.93M -$74K -1,140 -3%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$2.92M +$1.28M +19,725 +83%
FWP
262
Forefront Wealth Partners
Texas
$2.86M +$2.76M +42,499 New
LFG
263
Larson Financial Group
Missouri
$2.8M +$194K +2,989 +8%
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$2.8M +$44.4K +684 +2%
FA
265
Flagstar Advisors
New York
$2.78M -$979K -15,088 -27%
TWM
266
TCFG Wealth Management
California
$2.76M -$61.1K -942 -2%
NS
267
NBC Securities
Alabama
$2.75M -$1.9M -29,335 -42%
Fidelity Investments
268
Fidelity Investments
Massachusetts
$2.72M +$183K +2,820 +8%
EIA
269
Eldridge Investment Advisors
New Hampshire
$2.71M -$177K -2,725 -6%
SEIA
270
Signature Estate & Investment Advisors
California
$2.68M +$1.11M +17,147 +76%
AF
271
Apollon Financial
South Carolina
$2.66M +$921K +14,200 +56%
TA
272
TrueWealth Advisors
Alabama
$2.65M +$44.9K +692 +2%
PTC
273
Private Trust Company
Ohio
$2.65M +$169K +2,611 +7%
KFGK
274
Keystone Financial Group (Kentucky)
Kentucky
$2.61M +$164K +2,525 +7%
CSP
275
Cary Street Partners
Virginia
$2.6M +$720K +11,098 +40%
9 10
11
12 13

RDVY Hedge Fund Activity: Q3 2025 in Review

671 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2025, worth a combined $12.5B — up 14% from $11B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RDVY positions and 21 closed out — a net gain of 36 holders — while 359 added to existing stakes and 177 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $41.8M sold.

  • 671 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2025, up from 650 in Q2 2025.
  • Funds reported $12.5B of First Trust Rising Dividend Achievers ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 57 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2025 and 21 closed out, a net change of +36 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2025 was Morgan Stanley, an estimated $153M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2025.