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
PWM
451
Puff Wealth Management
New Jersey
$520K
GSIAS
452
Garden State Investment Advisory Services
New Jersey
$510K
SA
453
Sovran Advisors
California
$510K
PI
454
PFG Investments
New York
$506K
MCC
455
Money Concepts Capital
Florida
$498K
PFP
456
Pinnacle Financial Partners
Tennessee
$478K
HH
457
Hilltop Holdings
Texas
$470K
MWM
458
Maridea Wealth Management
New York
$470K
MC
459
Moors & Cabot
Massachusetts
$470K
MEG
460
Millstone Evans Group
Colorado
$457K
CP
461
Castleview Partners
Texas
$456K
CWP
462
Cyndeo Wealth Partners
Florida
$454K
CF
463
Centaurus Financial
California
$453K
FC
464
Forte Capital
New York
$447K
BW
465
Balance Wealth
Ohio
$447K
CA
466
Clearstead Advisors
Ohio
$436K
TC
467
TownSquare Capital
Utah
$430K
BA
468
Ballew Advisors
Mississippi
$413K
RDWM
469
Red Door Wealth Management
Tennessee
$412K
KWS
470
Keystone Wealth Services
California
$412K
DAS
471
Dynamic Advisor Solutions
Arizona
$403K
1W
472
1776 Wealth
Georgia
$397K
CCB
473
Cutter & Co Brokerage
Missouri
$396K
OPA
474
Old Port Advisors
Maine
$396K
IWN
475
Independent Wealth Network
Iowa
$378K