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 %
FH
476
FWG Holdings
Florida
$372K -$11.7K -204 -3%
WIM
477
Westside Investment Management
California
$361K – – –
Fisher Asset Management
478
Fisher Asset Management
Washington
$359K +$359K +6,135 New
PSF
479
Pacific Sun Financial
California
$359K +$2.34K +40 +0.7%
ET
480
Equitable Trust
Tennessee
$358K – – –
NWM
481
Northwest Wealth Management
Iowa
$353K +$353K +6,024 New
BIG
482
Brookwood Investment Group
Arizona
$343K +$343K +5,860 New
SAM
483
Strategy Asset Managers
California
$339K -$37K -632 -10%
CRWM
484
Castle Rock Wealth Management
California
$337K +$4.22K +72 +1%
ZIG
485
Zullo Investment Group
Pennsylvania
$336K +$1.99K +34 +0.6%
RIA
486
Realta Investment Advisors
Delaware
$334K -$35K -598 -9%
EW
487
Element Wealth
Mississippi
$330K +$15.4K +263 +5%
AWA
488
Alta Wealth Advisors
Massachusetts
$328K +$13.8K +236 +4%
LFA
489
Laraway Financial Advisors
Minnesota
$327K +$644 +11 +0.2%
GA
490
Goldstein Advisors
Wisconsin
$321K -$8.49K -145 -3%
FFA
491
Founders Financial Alliance
North Carolina
$321K +$7.55K +129 +2%
GI
492
GAMMA Investing
California
$321K – – –
Millennium Management
493
Millennium Management
New York
$320K +$320K +5,461 New
NWA
494
Navis Wealth Advisors
New York
$319K +$468 +8 +0.1%
SAM
495
Sequent Asset Management
Texas
$314K +$18.9K +322 +6%
TI
496
Trexquant Investment
Connecticut
$311K +$18K +308 +6%
BHWM
497
Bar Harbor Wealth Management
New Hampshire
$308K – – –
PWP
498
Principle Wealth Partners
Connecticut
$306K -$9.95K -170 -3%
AFW
499
Avantra Family Wealth
Pennsylvania
$296K +$58K +991 +24%
AWE
500
Avidian Wealth Enterprises
Texas
$293K -$37.3K -637 -11%
18 19
20
21 22