RDVY icon

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 %
TPA
276
Trivium Point Advisory
Connecticut
$2.19M +$153K +2,608 +8%
Fidelity Investments
277
Fidelity Investments
Massachusetts
$2.17M +$644K +10,998 +42%
CCC
278
Compass Capital Corp
Massachusetts
$2.16M -$367K -6,926 -15%
NPAN
279
Northeast Planning Associates NH
New Hampshire
$2.13M +$2.13M +36,440 New
EC
280
EdgeRock Capital
Colorado
$2.09M -$607K -10,361 -23%
LFG
281
Larson Financial Group
Missouri
$2.05M +$225K +3,842 +12%
AW
282
Atlas Wealth
Ohio
$2.04M +$439K +7,503 +27%
WE
283
Wealth Effects
Massachusetts
$2.02M -$17.4K -298 -0.9%
MIM
284
MTM Investment Management
South Carolina
$2.01M -$7.29K -124 -0.4%
SCA
285
Snowden Capital Advisors
New York
$1.97M +$5.62K +96 +0.3%
CAG
286
Centerpoint Advisory Group
Kansas
$1.96M -$38.6K -660 -2%
PPWM
287
Perissos Private Wealth Management
Oklahoma
$1.9M +$106K +1,814 +6%
AF
288
Apexium Financial
Texas
$1.87M -$23.9K -408 -1%
BBL
289
Beck Bode LLC
Massachusetts
$1.86M -$469K -8,006 -20%
AQR Capital Management
290
AQR Capital Management
Connecticut
$1.82M +$750K +12,820 +70%
BC
291
Barrett & Company
Rhode Island
$1.81M +$585 +10 +0%
PP
292
Prudential plc
United Kingdom
$1.79M – – –
CAGAS
293
Capital Advisory Group Advisory Services
Minnesota
$1.78M +$50.1K +855 +3%
TPWA
294
Twin Peaks Wealth Advisors
California
$1.76M -$180K -3,252 -9%
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
$1.76M -$269K -4,590 -13%
PWA
296
PCG Wealth Advisors
Kansas
$1.73M +$136K +2,329 +9%
VWS
297
Virtus Wealth Solutions
New Jersey
$1.7M +$119K +2,037 +8%
AF
298
Advisornet Financial
Minnesota
$1.68M +$30.9K +527 +2%
ASN
299
Advisory Services Network
Georgia
$1.64M -$74.5K -1,273 -4%
CSP
300
Cary Street Partners
Virginia
$1.63M +$49.5K +845 +3%
10 11
12
13 14