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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

636 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 52 funds opening new positions, 312 increasing their positions, 204 reducing their positions, and 39 closing their positions.

Holders
636
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.54%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
204
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.62B
2
Ameriprise
2
Ameriprise
Minnesota
$443M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$272M
4
Mariner
4
Mariner
Kansas
$69.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$249M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$361M
3
FTS
3
Fifth Third Securities
Ohio
$7.03M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$167M
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$63.8M 1,017,109 +195,066 +24%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$61.6M 981,307 -427,720 -30%
CAG
28
Csenge Advisory Group
Florida
$60.8M 1,009,938 -91,423 -8%
IWC
29
Integrated Wealth Concepts
Massachusetts
$59M 940,700 +8,682 +0.9%
NA
30
NewEdge Advisors
Louisiana
$58.5M 931,960 +33,840 +4%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$56.9M 906,359 +38,793 +4%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$56.5M 905,565 +217,481 +32%
DADC
33
D.A. Davidson & Co
Montana
$53.6M 853,924 +27,665 +3%
KPWS
34
Kestra Private Wealth Services
Texas
$53.2M 848,500 +179,972 +27%
AAP
35
Arax Advisory Partners
Colorado
$41.8M 666,963 +45,119 +7%
AWM
36
Affinity Wealth Management
Delaware
$41.3M 658,282 -3,871 -0.6%
HI
37
Harbour Investments
Wisconsin
$37M 589,845 +16,169 +3%
RW
38
RVW Wealth
California
$36.3M 578,049 +2,586 +0.4%
HAS
39
Horizon Advisory Services
New York
$35.6M 567,208 +3,305 +0.6%
AAS
40
Avantax Advisory Services
Texas
$34.2M 545,836 -32,454 -6%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$34.2M 545,512 +12,233 +2%
ACA
42
Aptus Capital Advisors
Alabama
$34M 542,059 +23,126 +4%
SPIA
43
Steward Partners Investment Advisory
New York
$34M 541,777 +14,866 +3%
ACA
44
Ascension Capital Advisors
Texas
$33.7M 536,395 +2,497 +0.5%
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$33.5M 534,527 +21,650 +4%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$33M 525,641 +8,397 +2%
SWP
47
Stratos Wealth Partners
Ohio
$30.2M 481,513 +5,280 +1%
HPC
48
Hobart Private Capital
North Carolina
$28.4M 452,699 -11,398 -2%
AWS
49
Atria Wealth Solutions
New York
$27.2M 432,090 -139,980 -24%
LSWP
50
Liberty Square Wealth Partners
Pennsylvania
$26.2M 417,481 +98,496 +31%
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