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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 %
MMA
426
Miracle Mile Advisors
California
$620K +$620K +10,588 New
XF
427
XML Financial
Maryland
$616K – – –
UWP
428
Uniting Wealth Partners
Kansas
$615K +$392K +6,699 +176%
WIC
429
Woodmont Investment Counsel
Tennessee
$610K +$97.1K +1,658 +19%
CAM
430
Creekmur Asset Management
Illinois
$609K +$4.33K +74 +0.7%
MWA
431
Merkkuri Wealth Advisors
New York
$607K -$2.46K -42 -0.4%
CIBC World Market
432
CIBC World Market
Ontario, Canada
$597K -$21.4K -365 -3%
RFG
433
REAP Financial Group
Texas
$589K -$527 -9 -0.1%
ACA
434
Aspire Capital Advisors
Washington
$586K -$11.9M -203,869 -95%
CAPTRUST Financial Advisors
435
CAPTRUST Financial Advisors
North Carolina
$583K +$285K +4,866 +95%
MFF
436
Michels Family Financial
Texas
$578K -$3.92K -67 -0.7%
CL
437
Choreo LLC
Illinois
$577K -$46.6K -796 -7%
CCMG
438
Clark Capital Management Group
Pennsylvania
$575K +$174K +2,978 +43%
PCIA
439
Prime Capital Investment Advisors
Kansas
$575K +$147K +2,511 +34%
FSC
440
Full Sail Capital
Oklahoma
$573K +$184K +3,145 +47%
CFG
441
Citizens Financial Group
Rhode Island
$571K +$181K +3,088 +46%
AWAP
442
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$571K -$2.71M -46,332 -83%
IAN
443
Integrated Advisors Network
Texas
$555K +$36.9K +631 +7%
WFG
444
Wills Financial Group
Virginia
$543K +$55.3K +945 +11%
SIM
445
Synergy Investment Management
Florida
$542K +$14.3K +244 +3%
CA
446
Calton & Associates
Florida
$541K +$39.5K +674 +8%
WWA
447
Wealth Watch Advisors
Colorado
$531K +$93.7K +1,600 +21%
ACP
448
Aveo Capital Partners
Colorado
$522K -$429K -7,365 -45%
WAM
449
WealthTrust Asset Management
Florida
$520K -$23K -393 -4%
GWM
450
Greenwich Wealth Management
Connecticut
$520K +$58 +1 +0%
16 17
18
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