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 %
FPL
526
Fortress Private Ledger
North Carolina
$247K +$247K +4,224 New
BTWM
527
Brass Tax Wealth Management
Ohio
$242K +$242K +4,135 New
AFC
528
AFT Forsyth & Company
Florida
$242K +$59 +1 +0%
Cerity Partners
529
Cerity Partners
New York
$240K -$551K -9,411 -70%
SAW
530
Signal Advisors Wealth
Michigan
$238K +$238K +4,063 New
EFG
531
Ethos Financial Group
Pennsylvania
$238K – – –
AFS
532
AFG Fiduciary Services
Massachusetts
$237K +$237K +4,226 New
FAM
533
Formidable Asset Management
Ohio
$236K – – –
SWA
534
Strategies Wealth Advisors
Michigan
$236K +$995 +17 +0.4%
FFA
535
Florida Financial Advisors
Florida
$235K +$7.32K +125 +3%
KIG
536
Kennedy Investment Group
New Jersey
$234K -$13.5K -230 -5%
CIBC Private Wealth Group
537
CIBC Private Wealth Group
Georgia
$232K -$6.3K -122 -3%
KCM
538
Kanawha Capital Management
Virginia
$228K +$228K +3,900 New
GPW
539
Gentry Private Wealth
Kansas
$228K – – –
C
540
Certuity
Florida
$222K +$222K +3,793 New
BTD
541
BankPlus Trust Department
Mississippi
$222K -$12.9K -221 -6%
SW
542
SkyOak Wealth
Michigan
$221K -$4.86K -83 -2%
CA
543
Cresta Advisors
Texas
$217K – – –
SM
544
Sensible Money
Arizona
$215K – – –
ADL
545
Asset Dedication LLC
California
$215K – – –
ACM
546
Armbruster Capital Management
New York
$212K -$36.9K -630 -15%
PWM
547
Power Wealth Management
Georgia
$208K – – –
BFC
548
Bedel Financial Consulting
Indiana
$207K +$207K +3,575 New
M
549
MATAURO
New York
$205K +$937 +16 +0.5%
HC
550
Headland Capital
South Carolina
$201K +$201K +3,432 New
20 21
22
23 24