First Trust Rising Dividend Achievers ETF
RDVY
671 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 359 increasing their positions, 177 reducing their positions, and 21 closing their positions.
171% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 21
103% more repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 177
14% more capital invested
Capital invested by funds: $11B → $12.5B (+$1.53B)
3% more funds holding
Funds holding: 650 → 671 (+21)
0.29% more ownership
Funds ownership: 73.52% → 73.81% (+0.29%)
2% less funds holding in top 10
Funds holding in top 10: 66 → 65 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$153M |
| 2 |
LPL Financial
San Diego,
California
|
+$110M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$78.7M |
| 4 |
JP Morgan Chase
New York
|
+$47.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$46.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$41.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$15.4M |
| 3 |
SPG
Strategic Planning Group
Bountiful,
Utah
|
-$14.9M |
| 4 |
BAS
Breakthru Advisory Services
Muskego,
Wisconsin
|
-$11.8M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$10.3M |
RDVY Hedge Fund Activity: Q3 2025 in Review
671 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2025, worth a combined $12.5B — up 14% from $11B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new RDVY positions and 21 closed out — a net gain of 36 holders — while 359 added to existing stakes and 177 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $41.8M sold.
- 671 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2025, up from 650 in Q2 2025.
- Funds reported $12.5B of First Trust Rising Dividend Achievers ETF stock for Q3 2025, up 14% quarter-over-quarter.
- 57 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2025 and 21 closed out, a net change of +36 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2025 was Morgan Stanley, an estimated $153M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $41.8M sold.
Based on aggregated 13F filings for Q3 2025.