RDVY icon

First Trust Rising Dividend Achievers ETF

638 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 312 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.56%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
206
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NG
351
Novem Group
New York
$1.2M +$34.8K +555 +3%
NFA
352
Northwest Financial Advisors
Virginia
$1.19M -$1.59M -25,298 -57%
MSAM
353
Moloney Securities Asset Management
Missouri
$1.19M -$99.5K -1,586 -8%
SW
354
Simplicity Wealth
New Jersey
$1.18M -$21.3K -339 -2%
KWM
355
Kaydan Wealth Management
Michigan
$1.18M +$26K +414 +2%
ECA
356
Elevated Capital Advisors
Utah
$1.17M
BFA
357
Beacon Financial Advisory
Ohio
$1.15M -$23.3K -372 -2%
FPWM
358
FSB Premier Wealth Management
Iowa
$1.14M +$188 +3 +0%
SP
359
Sequent Planning
Nebraska
$1.14M -$7.59K -121 -0.7%
SAI
360
Savvy Advisors Inc
New York
$1.13M +$46.7K +745 +4%
FZCM
361
Flynn Zito Capital Management
New York
$1.13M +$3.07K +49 +0.3%
OC
362
Opinicus Capital
Florida
$1.12M +$52.3K +833 +5%
IA
363
Integrity Alliance
Iowa
$1.11M -$326K -5,190 -23%
MP
364
Moment Partners
California
$1.11M -$32.1K -512 -3%
VFA
365
Valeo Financial Advisors
Indiana
$1.1M +$1.1M +17,473 New
IP
366
Ignite Planners
California
$1.08M +$694 +11 +0.1%
WDC
367
Woodward Diversified Capital
California
$1.08M -$41.3K -659 -4%
T
368
Tidemark
California
$1.08M -$141K -2,245 -12%
WWA
369
WCG Wealth Advisors
Nevada
$1.07M -$90.2K -1,438 -8%
DFA
370
DHJJ Financial Advisors
Illinois
$1.06M +$232K +3,691 +28%
PWM
371
PMG Wealth Management
Illinois
$1.05M -$114K -1,818 -10%
MCM
372
MAI Capital Management
Ohio
$1.05M -$325K -5,184 -24%
TCM
373
TD Capital Management
Tennessee
$1.05M -$264K -4,213 -20%
TP
374
Tranquility Partners
Tennessee
$1.04M +$8.6K +137 +0.8%
MFA
375
Mayflower Financial Advisors
Massachusetts
$1.04M -$62.7K -999 -6%