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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
VAG
301
VisionPoint Advisory Group
Texas
$2.01M -$72.6K -1,119 -4%
WMWM
302
Whitaker-Myers Wealth Managers
Ohio
$1.98M +$105K +1,625 +6%
FM
303
Family Management
New York
$1.98M +$100K +1,543 +6%
VWS
304
Virtus Wealth Solutions
New Jersey
$1.95M -$36.8K -567 -2%
NPAN
305
Northeast Planning Associates NH
New Hampshire
$1.93M -$547K -8,436 -23%
AWM
306
Avior Wealth Management
Nebraska
$1.93M +$3.76K +58 +0.2%
AFA
307
American Financial Advisors
Georgia
$1.9M +$124K +1,914 +7%
AF
308
Advisornet Financial
Minnesota
$1.9M +$28.6K +441 +2%
WCM
309
WealthBridge Capital Management
Ohio
$1.89M -$19.1K -295 -1%
IF
310
Intrua Financial
Texas
$1.88M +$6.94K +107 +0.4%
SB
311
Strategic Blueprint
Georgia
$1.85M +$193K +2,979 +12%
NEWAS
312
N.E.W. Advisory Services
Wisconsin
$1.83M +$335K +5,158 +23%
IF
313
Integrity Financial
Wyoming
$1.82M -$3.48M -53,605 -66%
C
314
Certuity
Florida
$1.75M +$61.9K +954 +4%
ASN
315
Advisory Services Network
Georgia
$1.74M +$2.98K +46 +0.2%
LWMI
316
Legacy Wealth Management (Idaho)
Idaho
$1.73M +$259K +3,989 +18%
PMG
317
ProVise Management Group
Florida
$1.72M +$377K +5,810 +29%
SF
318
Synovus Financial
Georgia
$1.72M +$740K +11,412 +81%
LSA
319
L & S Advisors
California
$1.72M +$140K +2,155 +9%
First Trust Advisors
320
First Trust Advisors
Illinois
$1.7M +$83.6K +1,288 +5%
PA
321
Prism Advisors
California
$1.67M +$88K +1,356 +6%
CIAS
322
Capital Investment Advisory Services
North Carolina
$1.67M -$29.2K -450 -2%
HP
323
Holistic Planning
Texas
$1.67M +$43.8K +675 +3%
RFP
324
Root Financial Partners
California
$1.63M +$210K +3,238 +15%
EA
325
Ellsworth Advisors
Ohio
$1.63M +$80K +1,233 +5%
11 12
13
14 15

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.