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First Trust Rising Dividend Achievers ETF
RDVY

752 hedge funds and large institutions have $14.3B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 373 increasing their positions, 179 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 27

108% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 179

25% more funds holding in top 10

Funds holding in top 10: 65 → 81 (+16)

14% more capital invested

Capital invested by funds: $12.5B → $14.3B (+$1.76B)

12% more funds holding

Funds holding: 671 → 752 (+81)

1.05% more ownership

Funds ownership: 73.81% → 74.86% (+1%)

Holders
752
Holders Change
+81
Holders Change %
+12.07%
% of All Funds
9.15%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
0.99%
New
119
Increased
373
Reduced
179
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$198M
2
Ameriprise
Ameriprise
Minnesota
+$85.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$77.3M
4
Wells Fargo
Wells Fargo
California
+$73.2M
5
Morgan Stanley
Morgan Stanley
New York
+$63.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$73.3M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$27.8M
3
IWA
Integrity Wealth Advisors
California
-$18.4M
4
PP
Prudential plc
United Kingdom
-$16.4M
5
GWSG
GPS Wealth Strategies Group
Colorado
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPAN
351
Northeast Planning Associates NH
New Hampshire
$1.98M -$10.9K -161 -0.6%
MPIA
352
Milestones Private Investment Advisors
New York
$1.96M +$465K +6,838 +32%
TWP
353
Triad Wealth Partners
Kansas
$1.95M +$702K +10,324 +58%
PTP
354
Platform Technology Partners
New York
$1.95M +$346K +5,096 +22%
IF
355
Intrua Financial
Texas
$1.93M -$16K -235 -0.8%
1CP
356
17 Capital Partners
Arizona
$1.92M +$1.88M +27,651 New
SAI
357
Savvy Advisors Inc
New York
$1.91M +$478K +7,026 +34%
AFA
358
American Financial Advisors
Georgia
$1.9M -$57.8K -850 -3%
EA
359
Ellsworth Advisors
Ohio
$1.9M +$116K +1,700 +7%
CIAS
360
Capital Investment Advisory Services
North Carolina
$1.89M +$161K +2,374 +10%
RIA
361
Rhodes Investment Advisors
Texas
$1.84M +$1.8M +26,437 New
WWMP
362
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.83M +$1.79M +26,289 New
LSA
363
L & S Advisors
California
$1.8M +$26.6K +391 +2%
ASN
364
Advisory Services Network
Georgia
$1.76M -$37.5K -552 -2%
PA
365
Prism Advisors
California
$1.74M +$15.7K +231 +0.9%
APW
366
Aurora Private Wealth
New Jersey
$1.73M +$1.7M +25,051 New
BPA
367
Beacon Pointe Advisors
California
$1.73M +$63.6K +935 +4%
HP
368
Holistic Planning
Texas
$1.69M -$27.5K -404 -2%
RIS
369
Richmond Investment Services
Wisconsin
$1.69M +$28.8K +424 +2%
TFP
370
TrueWealth Financial Partners
Washington
$1.69M +$1.65M +24,326 New
TBF
371
True Blue Financial
Michigan
$1.69M +$1.65M +24,326 New
AWM
372
Avior Wealth Management
Nebraska
$1.69M -$294K -4,331 -15%
ACM
373
Appalachian Capital Management
Ohio
$1.69M +$1.65M +24,298 New
PGWM
374
Pitti Group Wealth Management
New York
$1.67M +$16.3K +240 +1%
CIM
375
Catalyst Investment Management
New Hampshire
$1.66M +$1.63M +23,941 New
13 14
15
16 17

RDVY Hedge Fund Activity: Q4 2025 in Review

752 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2025, worth a combined $14.3B — up 14% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new RDVY positions and 27 closed out — a net gain of 92 holders — while 373 added to existing stakes and 179 trimmed.

The largest buyer was LPL Financial, adding an estimated $198M. The largest seller was JP Morgan Chase, cutting an estimated $73.3M.

  • 752 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2025, up from 671 in Q3 2025.
  • Funds reported $14.3B of First Trust Rising Dividend Achievers ETF stock for Q4 2025, up 14% quarter-over-quarter.
  • 119 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2025 and 27 closed out, a net change of +92 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2025 was LPL Financial, an estimated $198M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q4 2025 was JP Morgan Chase, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2025.