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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 %
OBWG
401
Onyx Bridge Wealth Group
New York
$803K -$39.8K -680 -5%
VFG
402
Victory Financial Group
Texas
$798K +$435K +7,425 +120%
CCFM
403
Clear Creek Financial Management
Washington
$795K -$2.28K -39 -0.3%
SWM
404
SFG Wealth Management
Maryland
$787K +$26.2K +447 +3%
DFA
405
DHJJ Financial Advisors
Illinois
$776K +$44K +751 +6%
OFS
406
OneAscent Financial Services
Alabama
$767K +$569K +9,709 +287%
NB
407
NBT Bank
New York
$756K -$26.2K -447 -3%
KFA
408
Kapstone Financial Advisors
Ohio
$749K -$20.8K -355 -3%
MSG
409
Main Street Group
Virginia
$749K +$639K +10,918 +582%
HSA
410
HBK Sorce Advisory
Pennsylvania
$739K +$176 +3 +0%
MW
411
Maia Wealth
Colorado
$732K -$111K -1,995 -13%
CA
412
Continuum Advisory
Idaho
$719K +$99.5K +1,700 +16%
SAM
413
Secure Asset Management
Michigan
$703K +$112K +1,907 +19%
SF
414
Synovus Financial
Georgia
$696K +$131K +2,239 +23%
First Trust Advisors
415
First Trust Advisors
Illinois
$687K -$190K -3,238 -22%
KF
416
Krilogy Financial
Missouri
$686K -$9.84K -168 -1%
SFWC
417
Strategic Family Wealth Counselors
New Jersey
$680K +$31.7K +542 +5%
DIM
418
Delta Investment Management
California
$672K +$55.1K +941 +9%
PPWM
419
Paragon Private Wealth Management
Kentucky
$670K -$90.2K -1,541 -12%
CWS
420
Confluence Wealth Services
Pennsylvania
$667K -$44.9K -804 -6%
BRWM
421
Blue Rock Wealth Management
North Carolina
$663K +$663K +11,333 New
Jane Street
422
Jane Street
New York
$656K -$269K -4,602 -29%
FPAS
423
Focus Partners Advisor Solutions
Missouri
$652K +$313K +5,344 +92%
SFG
424
Stonebridge Financial Group
Pennsylvania
$641K +$69.2K +1,182 +12%
PRI
425
Prepared Retirement Institute
Pennsylvania
$630K +$630K +10,769 New
15 16
17
18 19