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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 %
PWM
451
Puff Wealth Management
New Jersey
$520K +$585 +10 +0.1%
GSIAS
452
Garden State Investment Advisory Services
New Jersey
$510K +$220K +3,750 +75%
SA
453
Sovran Advisors
California
$510K -$40.2K -736 -7%
PI
454
PFG Investments
New York
$506K +$19.5K +333 +4%
MCC
455
Money Concepts Capital
Florida
$498K -$27.5K -469 -5%
PFP
456
Pinnacle Financial Partners
Tennessee
$478K – – –
HH
457
Hilltop Holdings
Texas
$470K -$585 -10 -0.1%
MWM
458
Maridea Wealth Management
New York
$470K +$165K +2,815 +54%
MC
459
Moors & Cabot
Massachusetts
$470K +$25.6K +437 +6%
MEG
460
Millstone Evans Group
Colorado
$457K – – –
CP
461
Castleview Partners
Texas
$456K -$2.52K -43 -0.5%
CWP
462
Cyndeo Wealth Partners
Florida
$454K +$9.48K +162 +2%
CF
463
Centaurus Financial
California
$453K +$279K +4,763 +160%
FC
464
Forte Capital
New York
$447K -$52.4K -895 -10%
BW
465
Balance Wealth
Ohio
$447K +$447K +7,631 New
CA
466
Clearstead Advisors
Ohio
$436K -$88.1K -1,505 -17%
TC
467
TownSquare Capital
Utah
$430K +$430K +7,346 New
BA
468
Ballew Advisors
Mississippi
$413K +$413K +7,513 New
RDWM
469
Red Door Wealth Management
Tennessee
$412K – – –
KWS
470
Keystone Wealth Services
California
$412K +$96.9K +1,656 +31%
DAS
471
Dynamic Advisor Solutions
Arizona
$403K +$125K +2,136 +45%
1W
472
1776 Wealth
Georgia
$397K – – –
CCB
473
Cutter & Co Brokerage
Missouri
$396K +$165K +2,811 +71%
OPA
474
Old Port Advisors
Maine
$396K – – –
IWN
475
Independent Wealth Network
Iowa
$378K +$43.1K +736 +13%
17 18
19
20 21