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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 %
ECA
351
Elevated Capital Advisors
Utah
$1.17M -$146K -2,497 -11%
APWA
352
Atlas Private Wealth Advisors
New Jersey
$1.17M +$5.74K +98 +0.5%
WAM
353
Walker Asset Management
Missouri
$1.16M -$7.08K -121 -0.6%
TA
354
TFB Advisors
Kansas
$1.14M -$150K -2,567 -12%
T
355
Tidemark
California
$1.14M -$88.9K -1,518 -7%
Creative Planning
356
Creative Planning
Kansas
$1.13M +$746K +12,737 +193%
SW
357
Simplicity Wealth
New Jersey
$1.12M +$847K +14,475 +308%
AG
358
AmeriFlex Group
Nevada
$1.11M -$951K -16,238 -46%
BFA
359
Beacon Financial Advisory
Ohio
$1.1M +$78.6K +1,342 +8%
PWM
360
PMG Wealth Management
Illinois
$1.09M – – –
NG
361
Novem Group
New York
$1.09M +$39.2K +669 +4%
OL
362
Owen LaRue
Kentucky
$1.08M -$679K -11,604 -39%
DI
363
DAGCO Inc
Ohio
$1.08M -$12.9K -220 -1%
WWA
364
WCG Wealth Advisors
Nevada
$1.08M -$22K -376 -2%
KWM
365
Kaydan Wealth Management
Michigan
$1.08M +$12.1K +207 +1%
SP
366
Sequent Planning
Nebraska
$1.07M -$22.3K -381 -2%
FPWM
367
FSB Premier Wealth Management
Iowa
$1.06M +$41K +700 +4%
MP
368
Moment Partners
California
$1.06M – – –
Goldman Sachs
369
Goldman Sachs
New York
$1.06M -$822K -14,041 -44%
PMG
370
ProVise Management Group
Florida
$1.05M +$189K +3,236 +22%
FZCM
371
Flynn Zito Capital Management
New York
$1.05M +$4.63K +79 +0.4%
WDC
372
Woodward Diversified Capital
California
$1.05M -$59.4K -1,014 -5%
CWA
373
Centennial Wealth Advisory
Michigan
$1.03M +$735K +12,552 +245%
MFA
374
Mayflower Financial Advisors
Massachusetts
$1.03M +$176 +3 +0%
LWMI
375
Legacy Wealth Management (Idaho)
Idaho
$1.03M +$75.8K +1,294 +8%
13 14
15
16 17