RDVY icon

First Trust Rising Dividend Achievers ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 649637 (-12)

76% less capital invested

Capital invested by funds: $39.8B → $9.71B (-$30.1B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$33K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
401
Onyx Bridge Wealth Group
New York
$803K
VFG
402
Victory Financial Group
Texas
$798K
CCFM
403
Clear Creek Financial Management
Washington
$795K
SWM
404
SFG Wealth Management
Maryland
$787K
DFA
405
DHJJ Financial Advisors
Illinois
$776K
OFS
406
OneAscent Financial Services
Alabama
$767K
NB
407
NBT Bank
New York
$756K
KFA
408
Kapstone Financial Advisors
Ohio
$749K
MSG
409
Main Street Group
Virginia
$749K
HSA
410
HBK Sorce Advisory
Pennsylvania
$739K
MW
411
Maia Wealth
Colorado
$732K
CA
412
Continuum Advisory
Idaho
$719K
SAM
413
Secure Asset Management
Michigan
$703K
SF
414
Synovus Financial
Georgia
$696K
First Trust Advisors
415
First Trust Advisors
Illinois
$687K
KF
416
Krilogy Financial
Missouri
$686K
SFWC
417
Strategic Family Wealth Counselors
New Jersey
$680K
DIM
418
Delta Investment Management
California
$672K
PPWM
419
Paragon Private Wealth Management
Kentucky
$670K
CWS
420
Confluence Wealth Services
Pennsylvania
$667K
BRWM
421
Blue Rock Wealth Management
North Carolina
$663K
Jane Street
422
Jane Street
New York
$656K
FPAS
423
Focus Partners Advisor Solutions
Missouri
$652K
SFG
424
Stonebridge Financial Group
Pennsylvania
$641K
PRI
425
Prepared Retirement Institute
Pennsylvania
$630K