RDVY icon

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 %
PFS
26
Prospera Financial Services
Texas
$56M +$5.6M +95,590 +11%
IWC
27
Integrated Wealth Concepts
Massachusetts
$54.6M +$1.01M +17,297 +2%
NA
28
NewEdge Advisors
Louisiana
$52.6M +$5.8M +99,160 +12%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$50.8M -$3.36M -57,417 -6%
DADC
30
D.A. Davidson & Co
Montana
$48.4M +$5.67M +96,860 +13%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$48.1M -$1.43M -24,393 -3%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$39.9M +$15.2M +261,781 +61%
KPWS
33
Kestra Private Wealth Services
Texas
$39.1M +$498K +8,499 +1%
AWM
34
Affinity Wealth Management
Delaware
$38.8M +$8.06M +137,613 +26%
AAP
35
Arax Advisory Partners
Colorado
$36.4M -$5.1M -87,109 -12%
AAS
36
Avantax Advisory Services
Texas
$33.9M +$966K +16,508 +3%
RW
37
RVW Wealth
California
$33.7M -$3.74M -63,864 -10%
HI
38
Harbour Investments
Wisconsin
$33.6M +$878K +15,006 +3%
AWS
39
Atria Wealth Solutions
New York
$33.5M -$8.88M -151,713 -21%
HAS
40
Horizon Advisory Services
New York
$33M -$159K -2,722 -0.5%
ACA
41
Ascension Capital Advisors
Texas
$31.3M +$306K +5,230 +1%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$31.2M +$843K +14,405 +3%
SPIA
43
Steward Partners Investment Advisory
New York
$30.8M +$1.56M +26,665 +5%
ACA
44
Aptus Capital Advisors
Alabama
$30.4M +$897K +15,329 +3%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$30.3M +$1.72M +29,333 +6%
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$30M +$900K +15,382 +3%
Mariner
47
Mariner
Kansas
$28.7M +$2.27M +38,762 +9%
SWP
48
Stratos Wealth Partners
Ohio
$27.9M +$2.87M +48,984 +11%
HPC
49
Hobart Private Capital
North Carolina
$27.2M +$1.43M +24,513 +6%
FTS
50
Fifth Third Securities
Ohio
$23.5M +$2.06M +35,273 +10%
1
2
3 4 5