RDVY icon

First Trust Rising Dividend Achievers ETF

641 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 314 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
401
Comprehensive Financial Consultants Institutional
Indiana
$883K
SWP
402
Sagespring Wealth Partners
Tennessee
$870K
WW
403
Waterfront Wealth
Kansas
$869K
CA
404
Calton & Associates
Florida
$859K
Creative Planning
405
Creative Planning
Kansas
$840K
UWP
406
Uniting Wealth Partners
Kansas
$824K
CCP
407
Clarity Capital Partners
California
$814K
SCM
408
Spreng Capital Management
Ohio
$807K
CA
409
Continuum Advisory
Idaho
$801K
SS
410
Sunbelt Securities
Texas
$800K
HSA
411
HBK Sorce Advisory
Pennsylvania
$795K
CWS
412
Confluence Wealth Services
Pennsylvania
$783K
OBWG
413
Onyx Bridge Wealth Group
New York
$779K
NB
414
NBT Bank
New York
$777K
FPAS
415
Focus Partners Advisor Solutions
Missouri
$770K
HH
416
Hilltop Holdings
Texas
$770K
CCFM
417
Clear Creek Financial Management
Washington
$756K
NWM
418
Nova Wealth Management
Florida
$750K
PCA
419
Prosperity Capital Advisors
Ohio
$750K
VFG
420
Victory Financial Group
Texas
$746K
WIC
421
Woodmont Investment Counsel
Tennessee
$738K
MCC
422
Money Concepts Capital
Florida
$735K
ARC
423
Advisor Resource Council
Texas
$730K
SFWC
424
Strategic Family Wealth Counselors
New Jersey
$729K
MW
425
Maia Wealth
Colorado
$709K