RDVY icon

First Trust Rising Dividend Achievers ETF

666 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, 356 increasing their positions, 175 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$153M
2 +$110M
3 +$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IG
276
IFS Group
Pennsylvania
$2.53M
AA
277
Advisory Alpha
Michigan
$2.5M
PWA
278
PCG Wealth Advisors
Kansas
$2.45M
SW
279
SteelPeak Wealth
California
$2.45M
BA
280
Ballew Advisors
Mississippi
$2.44M
AW
281
Atlas Wealth
Ohio
$2.41M
WE
282
Wealth Effects
Massachusetts
$2.4M
SS
283
Sunbelt Securities
Texas
$2.37M
YIH
284
Y-Intercept (HK)
Hong Kong
$2.33M
AQR Capital Management
285
AQR Capital Management
Connecticut
$2.3M
ATPW
286
Ashton Thomas Private Wealth
Arizona
$2.3M
OFS
287
OneAscent Financial Services
Alabama
$2.29M
TPWA
288
Twin Peaks Wealth Advisors
California
$2.27M
Qube Research & Technologies (QRT)
289
Qube Research & Technologies (QRT)
United Kingdom
$2.25M
PPWM
290
Perissos Private Wealth Management
Oklahoma
$2.22M
MIM
291
MTM Investment Management
South Carolina
$2.21M
CAG
292
Centerpoint Advisory Group
Kansas
$2.17M
AF
293
Apexium Financial
Texas
$2.14M
Susquehanna International Group
294
Susquehanna International Group
Pennsylvania
$2.1M
BC
295
Barrett & Company
Rhode Island
$2.09M
PAS
296
PKS Advisory Services
New York
$2.09M
CAGAS
297
Capital Advisory Group Advisory Services
Minnesota
$2.08M
VAG
298
VisionPoint Advisory Group
Texas
$2.01M
WMWM
299
Whitaker-Myers Wealth Managers
Ohio
$1.98M
FM
300
Family Management
New York
$1.98M