We are live on ! Find out more
RDVY icon

First Trust Rising Dividend Achievers ETF

756 hedge funds and large institutions have $14.7B invested in First Trust Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 399 increasing their positions, 200 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WE
326
Wealth Effects
Massachusetts
$2.44M
CWS
327
Cypress Wealth Services
California
$2.43M
FPW
328
Fairvoy Private Wealth
Alabama
$2.43M
SP
329
Sequent Planning
Nebraska
$2.41M
GAM
330
Gotham Asset Management
New York
$2.38M
LSIA
331
LaSalle St. Investment Advisors
Illinois
$2.36M
EC
332
EdgeRock Capital
Colorado
$2.31M
PMG
333
ProVise Management Group
Florida
$2.3M
LWMI
334
Legacy Wealth Management (Idaho)
Idaho
$2.3M
C
335
Certuity
Florida
$2.29M
RWP
336
RWA Wealth Partners
Massachusetts
$2.26M
PPWM
337
Perissos Private Wealth Management
Oklahoma
$2.25M
CIM
338
Catalyst Investment Management
New Hampshire
$2.25M
BC
339
Barrett & Company
Rhode Island
$2.23M
MIM
340
MTM Investment Management
South Carolina
$2.2M
PTP
341
Platform Technology Partners
New York
$2.16M
FCMA
342
Foresight Capital Management Advisors
Michigan
$2.15M
OWA
343
ORBA Wealth Advisors
Illinois
$2.13M
BFA
344
Beacon Financial Advisory
Ohio
$2.13M
NPAN
345
Northeast Planning Associates NH
New Hampshire
$2.12M
CAG
346
Centerpoint Advisory Group
Kansas
$2.12M
CIAS
347
Capital Investment Advisory Services
North Carolina
$2.11M
DWM
348
Darwin Wealth Management
Florida
$2.1M
PFA
349
Pinnacle Family Advisors
Missouri
$2.06M
FM
350
Family Management
New York
$2.04M