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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 %
TPWA
276
Twin Peaks Wealth Advisors
California
$2.18M +$118K +1,820 +6%
WE
277
Wealth Effects
Massachusetts
$2.16M -$2.82K -45 -0.1%
MIM
278
MTM Investment Management
South Carolina
$2.14M -$3.76K -60 -0.2%
SW
279
SteelPeak Wealth
California
$2.13M -$233K -3,708 -10%
CAG
280
Centerpoint Advisory Group
Kansas
$2.11M +$10.8K +172 +0.5%
CWA
281
Centennial Wealth Advisory
Michigan
$2.1M +$992K +15,816 +89%
AW
282
Atlas Wealth
Ohio
$2.06M -$143K -2,251 -6%
SCA
283
Snowden Capital Advisors
New York
$2.05M -$55K -876 -3%
AF
284
Apexium Financial
Texas
$1.99M -$14.1K -225 -0.7%
PPWM
285
Perissos Private Wealth Management
Oklahoma
$1.98M -$57.2K -912 -3%
BC
286
Barrett & Company
Rhode Island
$1.95M +$12.9K +206 +0.7%
RIS
287
Richmond Investment Services
Wisconsin
$1.95M +$660K +10,519 +51%
CAGAS
288
Capital Advisory Group Advisory Services
Minnesota
$1.95M +$43K +685 +2%
VAG
289
VisionPoint Advisory Group
Texas
$1.95M +$1.95M +31,046 New
AQR Capital Management
290
AQR Capital Management
Connecticut
$1.91M -$38.6K -615 -2%
LSA
291
Lion Street Advisors
Texas
$1.89M +$187K +2,985 +11%
PWA
292
PCG Wealth Advisors
Kansas
$1.89M +$37.6K +600 +2%
VWS
293
Virtus Wealth Solutions
New Jersey
$1.86M +$33.4K +532 +2%
AWM
294
Avior Wealth Management
Nebraska
$1.79M +$267K +4,255 +17%
WCM
295
WealthBridge Capital Management
Ohio
$1.78M +$135K +2,147 +8%
PAS
296
PKS Advisory Services
New York
$1.78M +$157K +2,505 +10%
SFPG
297
Stonebridge Financial Planning Group
Florida
$1.78M +$479K +7,627 +37%
Jane Street
298
Jane Street
New York
$1.76M +$1.06M +16,912 +151%
IF
299
Intrua Financial
Texas
$1.75M +$32.1K +512 +2%
FM
300
Family Management
New York
$1.75M -$596K -9,496 -25%
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