RDVY icon

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 %
SAI
376
Savvy Advisors Inc
New York
$1.01M +$200K +3,423 +25%
OC
377
Opinicus Capital
Florida
$997K -$89.9K -1,535 -8%
TWM
378
Topsail Wealth Management
North Carolina
$994K +$59.8K +1,023 +6%
SWP
379
Sagespring Wealth Partners
Tennessee
$993K -$25.4K -434 -2%
IP
380
Ignite Planners
California
$982K +$1.09K +19 +0.1%
LSIA
381
LaSalle St. Investment Advisors
Illinois
$980K -$115K -1,966 -11%
TP
382
Tranquility Partners
Tennessee
$967K +$66.3K +1,132 +7%
PIA
383
Panoramic Investment Advisors
Colorado
$964K -$5.85K -100 -0.6%
AA
384
Armis Advisers
Georgia
$942K -$408K -6,976 -30%
CAL
385
Capital Analysts LLC
Pennsylvania
$933K +$151K +2,574 +19%
RWP
386
RWA Wealth Partners
Massachusetts
$914K – – –
NWM
387
Nova Wealth Management
Florida
$912K -$267K -4,569 -23%
CCP
388
Clarity Capital Partners
California
$909K -$12.3K -210 -1%
LA
389
Lynch & Associates
Indiana
$892K +$256K +4,371 +40%
CFA
390
Cahill Financial Advisors
Minnesota
$881K +$33.3K +568 +4%
PCG
391
Prosperity Consulting Group
Maryland
$866K +$81.7K +1,396 +10%
NWMG
392
National Wealth Management Group
Ohio
$865K +$344K +5,879 +66%
KFSN
393
Keystone Financial Services (Nebraska)
Nebraska
$863K -$2.17K -37 -0.3%
CPIG
394
Chicago Partners Investment Group
Illinois
$843K +$7.74K +133 +0.9%
CFCI
395
Comprehensive Financial Consultants Institutional
Indiana
$837K +$26.5K +452 +3%
FSA
396
Financial Services Advisory
Maryland
$834K -$11.1K -189 -1%
AWM
397
Apollon Wealth Management
South Carolina
$825K -$92.4K -1,578 -10%
TWM
398
Trueblood Wealth Management
Ohio
$817K +$101K +1,726 +14%
WW
399
Waterfront Wealth
Kansas
$817K +$50.2K +857 +7%
SCM
400
Spreng Capital Management
Ohio
$804K -$10.1K -173 -1%
14 15
16
17 18