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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 %
HA
326
Herold Advisors
New York
$1.33M -$8.61K -147 -0.6%
RL
327
Retireful LLC
Michigan
$1.33M +$1.33M +22,853 New
RCG
328
Regatta Capital Group
California
$1.32M +$13.6K +233 +1%
PA
329
Prism Advisors
California
$1.31M -$169K -2,882 -11%
SEIA
330
Signature Estate & Investment Advisors
California
$1.31M +$253K +4,326 +24%
QCIG
331
Quad-Cities Investment Group
Iowa
$1.31M -$22.3K -381 -2%
EA
332
Ellsworth Advisors
Ohio
$1.3M -$6.38K -109 -0.5%
MCM
333
MAI Capital Management
Ohio
$1.28M -$103K -1,751 -7%
MQWP
334
Morey & Quinn Wealth Partners
Nebraska
$1.28M +$12.2K +208 +1%
GFG
335
Grantvest Financial Group
New Jersey
$1.26M -$27.9K -477 -2%
AWG
336
Altus Wealth Group
Colorado
$1.25M +$80.9K +1,382 +7%
BNP Paribas Financial Markets
337
BNP Paribas Financial Markets
France
$1.24M -$5.67M -96,856 -82%
TCM
338
TD Capital Management
Tennessee
$1.22M -$69.1K -1,180 -5%
Bank of Montreal
339
Bank of Montreal
Ontario, Canada
$1.22M -$11.7K -200 -0.9%
WCM
340
Winebrenner Capital Management
Kentucky
$1.21M -$293 -5 -0%
SFPG
341
Stonebridge Financial Planning Group
Florida
$1.21M +$42.8K +731 +4%
RIS
342
Richmond Investment Services
Wisconsin
$1.21M -$74.6K -1,274 -6%
LSA
343
L & S Advisors
California
$1.21M +$38.3K +655 +3%
VCM
344
Virtue Capital Management
Tennessee
$1.2M +$1.2M +20,534 New
MSAM
345
Moloney Securities Asset Management
Missouri
$1.2M +$199K +3,396 +20%
SFS
346
Sowell Financial Services
Arkansas
$1.2M +$1.2M +20,505 New
PTP
347
Platform Technology Partners
New York
$1.19M +$42.5K +726 +4%
FCM
348
Family Capital Management
Michigan
$1.18M -$6.32K -108 -0.5%
IAS
349
Insigneo Advisory Services
Florida
$1.18M -$78.6K -1,342 -6%
BPA
350
Beacon Pointe Advisors
California
$1.18M +$148K +2,536 +14%
12 13
14
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