RDVY icon

First Trust Rising Dividend Achievers ETF

643 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 314 increasing their positions, 207 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FOFP
526
Fee-Only Financial Planning
South Carolina
$266K
Corient Private Wealth
527
Corient Private Wealth
Florida
$264K
ISFAN
528
Investor's Fiduciary Advisor Network
Washington
$264K
BTD
529
BankPlus Trust Department
Mississippi
$262K
AFC
530
AFT Forsyth & Company
Florida
$259K
EFH
531
Eaton Financial Holdings
Florida
$259K
WA
532
Whipplewood Advisors
Colorado
$258K
SAW
533
Signal Advisors Wealth
Michigan
$250K
RSWM
534
Robertson Stephens Wealth Management
California
$249K
GPW
535
Gentry Private Wealth
Kansas
$245K
KCM
536
Kanawha Capital Management
Virginia
$245K
FIM
537
Freedom Investment Management
Connecticut
$244K
KA
538
Klingman & Associates
New York
$241K
FAM
539
Formidable Asset Management
Ohio
$236K
SW
540
SkyOak Wealth
Michigan
$234K
WIM
541
Westside Investment Management
California
$232K
CA
542
Cresta Advisors
Texas
$232K
KIG
543
Kennedy Investment Group
New Jersey
$230K
SM
544
Sensible Money
Arizona
$230K
ADL
545
Asset Dedication LLC
California
$230K
AFW
546
Avantra Family Wealth
Pennsylvania
$229K
AWA
547
Acorn Wealth Advisors
Michigan
$229K
BFC
548
Bedel Financial Consulting
Indiana
$224K
EWM
549
Empirical Wealth Management
Washington
$223K
PWM
550
Power Wealth Management
Georgia
$223K