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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 %
QFW
501
QTR Family Wealth
Florida
$290K +$290K +4,949 New
WA
502
Whipplewood Advisors
Colorado
$287K +$243K +26,774 +546%
HA
503
Hofer & Associates
California
$287K +$16.8K +287 +6%
CAM
504
Concorde Asset Management
Michigan
$285K +$17.3K +309 +6%
XWM
505
Xcel Wealth Management
Florida
$284K – – –
CS
506
Capital Square
Tennessee
$282K -$2.4K -41 -0.8%
RFA
507
Register Financial Advisors
Georgia
$280K -$20.3K -347 -7%
LWM
508
Lighthouse Wealth Management
Ohio
$279K -$14.6K -250 -5%
EWA
509
EverSource Wealth Advisors
Alabama
$278K +$132K +2,250 +90%
FA
510
Faithward Advisors
Pennsylvania
$276K -$22K -376 -7%
WP
511
WealthPLAN Partners
Nebraska
$275K – – –
NL
512
NWAM LLC
Washington
$274K +$117 +2 +0%
HWP
513
Heritage Wealth Partners
Ohio
$273K +$273K +4,671 New
MWM
514
MBE Wealth Management
Wisconsin
$272K +$34.3K +586 +14%
CPC
515
Consolidated Planning Corp
Georgia
$270K – – –
GLA
516
Great Lakes Advisors
Illinois
$269K – – –
CWG
517
Crown Wealth Group
North Carolina
$260K +$260K +4,443 New
GM
518
GeoWealth Management
Illinois
$259K +$73K +1,247 +39%
FFG
519
Frisch Financial Group
New York
$259K +$701 +12 +0.3%
EWM
520
Empirical Wealth Management
Washington
$255K +$255K +4,364 New
MW
521
Members Wealth
Pennsylvania
$253K -$5.97K -102 -2%
TSWM
522
Tyler-Stone Wealth Management
Ohio
$252K +$117 +2 +0%
FOFP
523
Fee-Only Financial Planning
South Carolina
$248K -$11.7K -200 -5%
Russell Investments Group
524
Russell Investments Group
United Kingdom
$248K +$25.3K +432 +11%
KDA
525
Kraft Davis & Associates
Missouri
$247K – – –
19 20
21
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