RDVY icon

First Trust Rising Dividend Achievers ETF

666 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, 356 increasing their positions, 175 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$153M
2 +$110M
3 +$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
426
Sowell Financial Services
Arkansas
$730K
WFG
427
Wills Financial Group
Virginia
$719K
MW
428
Maia Wealth
Colorado
$712K
XF
429
XML Financial
Maryland
$708K
SFGP
430
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$683K
NWM
431
Nova Wealth Management
Florida
$663K
Cerity Partners
432
Cerity Partners
New York
$660K
MFF
433
Michels Family Financial
Texas
$660K
MC
434
Moors & Cabot
Massachusetts
$660K
EW
435
Element Wealth
Mississippi
$648K
CA
436
Clearstead Advisors
Ohio
$644K
SW
437
Simplicity Wealth
New Jersey
$636K
LSPW
438
Lake Street Private Wealth
Illinois
$633K
Jane Street
439
Jane Street
New York
$630K
APWA
440
Atlas Private Wealth Advisors
New Jersey
$625K
LSA
441
Lion Street Advisors
Texas
$622K
GM
442
GeoWealth Management
Illinois
$621K
PCS
443
Private Client Services
Kentucky
$615K
CAM
444
Creekmur Asset Management
Illinois
$610K
AFO
445
Allie Family Office
Florida
$606K
GWM
446
Greenwich Wealth Management
Connecticut
$598K
CAPTRUST Financial Advisors
447
CAPTRUST Financial Advisors
North Carolina
$596K
MPW
448
MASECO Private Wealth
$596K
FPAS
449
Focus Partners Advisor Solutions
Missouri
$593K
Corient Private Wealth
450
Corient Private Wealth
Florida
$584K