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First Trust Rising Dividend Achievers ETF
RDVY

650 hedge funds and large institutions have $11B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 319 increasing their positions, 210 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 210

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

13% more capital invested

Capital invested by funds: $9.78B → $11B (+$1.24B)

1% more funds holding

Funds holding: 646 → 650 (+4)

0.12% more ownership

Funds ownership: 73.4% → 73.52% (+0.12%)

12% less funds holding in top 10

Funds holding in top 10: 75 → 66 (-9)

Holders
650
Holders Change
+4
Holders Change %
+0.62%
% of All Funds
8.56%
Holding in Top 10
66
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12%
% of All Funds
0.87%
New
52
Increased
319
Reduced
210
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$130M
2
Ameriprise
Ameriprise
Minnesota
+$56.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$53.4M
4
Mariner
Mariner
Kansas
+$36M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$26.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$25.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$18.8M
3
FTS
Fifth Third Securities
Ohio
-$17M
4
NW
Naviter Wealth
Arkansas
-$10.4M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$63.8M +$11.5M +195,066 +24%
JP Morgan Chase
27
JP Morgan Chase
New York
$61.6M -$25.2M -427,720 -30%
CAG
28
Csenge Advisory Group
Florida
$60.8M -$5.38M -91,423 -8%
IWC
29
Integrated Wealth Concepts
Massachusetts
$59M +$511K +8,682 +0.9%
NA
30
NewEdge Advisors
Louisiana
$58.5M +$1.99M +33,840 +4%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$56.9M +$2.28M +38,793 +4%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$56.5M +$12.8M +217,481 +32%
DADC
33
D.A. Davidson & Co
Montana
$53.6M +$1.63M +27,665 +3%
KPWS
34
Kestra Private Wealth Services
Texas
$53.2M +$10.6M +179,972 +27%
AAP
35
Arax Advisory Partners
Colorado
$41.8M +$2.65M +45,119 +7%
AWM
36
Affinity Wealth Management
Delaware
$41.3M -$228K -3,871 -0.6%
HI
37
Harbour Investments
Wisconsin
$37M +$951K +16,169 +3%
RW
38
RVW Wealth
California
$36.3M +$152K +2,586 +0.4%
HAS
39
Horizon Advisory Services
New York
$35.6M +$194K +3,305 +0.6%
AAS
40
Avantax Advisory Services
Texas
$34.2M -$1.91M -32,454 -6%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$34.2M +$719K +12,233 +2%
ACA
42
Aptus Capital Advisors
Alabama
$34M +$1.36M +23,126 +4%
SPIA
43
Steward Partners Investment Advisory
New York
$34M +$874K +14,866 +3%
ACA
44
Ascension Capital Advisors
Texas
$33.7M +$147K +2,497 +0.5%
GWANC
45
Guardian Wealth Advisors (North Carolina)
North Carolina
$33.5M +$1.27M +21,650 +4%
FPGK
46
Financial Partners Group (Kansas)
Kansas
$33M +$494K +8,397 +2%
IFG
47
Independent Financial Group
California
$31.8M +$2.77M +47,071 +10%
SWP
48
Stratos Wealth Partners
Ohio
$30.2M +$311K +5,280 +1%
HPC
49
Hobart Private Capital
North Carolina
$28.4M -$670K -11,398 -2%
AWS
50
Atria Wealth Solutions
New York
$27.2M -$8.23M -139,980 -24%
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RDVY Hedge Fund Activity: Q2 2025 in Review

650 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q2 2025, worth a combined $11B — up 13% from $9.78B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new RDVY positions and 40 closed out — a net gain of 12 holders — while 319 added to existing stakes and 210 trimmed.

The largest buyer was LPL Financial, adding an estimated $130M. The largest seller was JP Morgan Chase, cutting an estimated $25.2M.

  • 650 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2025, up from 646 in Q1 2025.
  • Funds reported $11B of First Trust Rising Dividend Achievers ETF stock for Q2 2025, up 13% quarter-over-quarter.
  • 52 funds opened new First Trust Rising Dividend Achievers ETF positions in Q2 2025 and 40 closed out, a net change of +12 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q2 2025 was LPL Financial, an estimated $130M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q2 2025 was JP Morgan Chase, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2025.