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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 %
Bank of New York Mellon
301
Bank of New York Mellon
New York
$1.62M +$1.32M +22,564 +441%
ATPW
302
Ashton Thomas Private Wealth
Arizona
$1.62M +$455K +7,764 +39%
IF
303
Intrua Financial
Texas
$1.6M +$81.7K +1,395 +5%
LSA
304
Lion Street Advisors
Texas
$1.59M -$86.8K -1,483 -5%
AFA
305
American Financial Advisors
Georgia
$1.56M +$36.9K +630 +2%
PTC
306
Private Trust Company
Ohio
$1.55M +$32K +547 +2%
WCM
307
WealthBridge Capital Management
Ohio
$1.54M +$1.11M +18,952 +260%
DWM
308
Darwin Wealth Management
Florida
$1.53M – – –
SS
309
Sunbelt Securities
Texas
$1.53M +$739K +12,616 +94%
PAS
310
Park Avenue Securities
New York
$1.53M +$833K +14,220 +120%
WMWM
311
Whitaker-Myers Wealth Managers
Ohio
$1.52M +$37.8K +645 +3%
PAS
312
PKS Advisory Services
New York
$1.51M +$398K +6,801 +36%
IWM
313
Iams Wealth Management
Nebraska
$1.51M +$1.29M +21,953 +568%
EWM
314
EPG Wealth Management
Georgia
$1.49M -$641K -10,944 -30%
ARC
315
Advisor Resource Council
Texas
$1.47M +$1.17M +20,006 +395%
SB
316
Strategic Blueprint
Georgia
$1.44M +$129K +2,210 +10%
AWM
317
Avior Wealth Management
Nebraska
$1.42M +$4.22K +72 +0.3%
Brown Advisory
318
Brown Advisory
Maryland
$1.42M +$281K +4,796 +25%
PGWM
319
Pitti Group Wealth Management
New York
$1.39M -$60.9K -1,041 -4%
APW
320
Aurora Private Wealth
New Jersey
$1.35M +$46.9K +801 +4%
RFP
321
Root Financial Partners
California
$1.35M -$211K -3,596 -14%
CAM
322
Cresset Asset Management
Illinois
$1.35M +$72.2K +1,234 +6%
HP
323
Holistic Planning
Texas
$1.34M +$1.34M +22,959 New
IA
324
Integrity Alliance
Iowa
$1.34M +$1.34M +22,911 New
BWM
325
BankPlus Wealth Management
Mississippi
$1.34M -$2.48M -42,417 -65%
11 12
13
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