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
PFS
26
Prospera Financial Services
Texas
$56M
IWC
27
Integrated Wealth Concepts
Massachusetts
$54.6M
NA
28
NewEdge Advisors
Louisiana
$52.6M
Baird Financial Group
29
Baird Financial Group
Wisconsin
$50.8M
DADC
30
D.A. Davidson & Co
Montana
$48.4M
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$48.1M
Jones Financial Companies
32
Jones Financial Companies
Missouri
$39.9M
KPWS
33
Kestra Private Wealth Services
Texas
$39.1M
AWM
34
Affinity Wealth Management
Delaware
$38.8M
AAP
35
Arax Advisory Partners
Colorado
$36.4M
AAS
36
Avantax Advisory Services
Texas
$33.9M
RW
37
RVW Wealth
California
$33.7M
HI
38
Harbour Investments
Wisconsin
$33.6M
AWS
39
Atria Wealth Solutions
New York
$33.5M
HAS
40
Horizon Advisory Services
New York
$33M
ACA
41
Ascension Capital Advisors
Texas
$31.3M
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$31.2M
SPIA
43
Steward Partners Investment Advisory
New York
$30.8M
ACA
44
Aptus Capital Advisors
Alabama
$30.4M
FPGK
45
Financial Partners Group (Kansas)
Kansas
$30.3M
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$30M
Mariner
47
Mariner
Kansas
$28.7M
SWP
48
Stratos Wealth Partners
Ohio
$27.9M
HPC
49
Hobart Private Capital
North Carolina
$27.2M
FTS
50
Fifth Third Securities
Ohio
$23.5M