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First Trust Rising Dividend Achievers ETF
RDVY

671 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 359 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

103% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 177

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.53B)

3% more funds holding

Funds holding: 650 → 671 (+21)

0.29% more ownership

Funds ownership: 73.52% → 73.81% (+0.29%)

2% less funds holding in top 10

Funds holding in top 10: 66 → 65 (-1)

Holders
671
Holders Change
+21
Holders Change %
+3.23%
% of All Funds
8.81%
Holding in Top 10
65
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.52%
% of All Funds
0.85%
New
57
Increased
359
Reduced
177
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
LPL Financial
LPL Financial
California
+$110M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$41.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$15.4M
3
SPG
Strategic Planning Group
Utah
-$14.9M
4
BAS
Breakthru Advisory Services
Wisconsin
-$11.8M
5
Raymond James Financial
Raymond James Financial
Florida
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
526
Principle Wealth Partners
Connecticut
$306K -$38.6K -595 -12%
KDA
527
Kraft Davis & Associates
Missouri
$305K – – –
CS
528
Capital Square
Tennessee
$303K -$20.1K -310 -6%
TI
529
Trexquant Investment
Connecticut
$300K -$12.4K -191 -4%
SWA
530
Strategies Wealth Advisors
Michigan
$299K -$63K -971 -18%
FFG
531
Frisch Financial Group
New York
$299K +$389 +6 +0.1%
BCM
532
Barometer Capital Management
Ontario, Canada
$295K +$285K +4,390 New
AFS
533
AFG Fiduciary Services
Massachusetts
$293K – – –
QIM
534
Quest Investment Management
Oregon
$289K +$279K +4,303 New
BRWM
535
Blue Rock Wealth Management
North Carolina
$288K -$30.6K -471 -10%
PB
536
Pinnacle Bancorp
Nebraska
$288K +$87.6K +1,350 +46%
PCA
537
Prosperity Capital Advisors
Ohio
$282K -$504K -7,762 -65%
BTD
538
BankPlus Trust Department
Mississippi
$281K – – –
KIM
539
Kestra Investment Management
Texas
$279K +$40.7K +628 +18%
FOFP
540
Fee-Only Financial Planning
South Carolina
$278K -$6.49K -100 -2%
FFA
541
Florida Financial Advisors
Florida
$278K +$268K +4,134 New
AFC
542
AFT Forsyth & Company
Florida
$277K -$1.23K -19 -0.5%
WA
543
Whipplewood Advisors
Colorado
$276K – – –
MW
544
Members Wealth
Pennsylvania
$275K +$266K +4,100 New
HBS
545
Howard Bailey Securities
Indiana
$275K +$37.5K +578 +16%
HF
546
HRT Financial
New York
$270K +$261K +4,026 New
GVCM
547
Global View Capital Management
Wisconsin
$269K +$260K +4,006 New
CSIC
548
Clifford Swan Investment Counsel
California
$269K +$260K +4,003 New
CA
549
CoreCap Advisors
Michigan
$267K +$57.3K +883 +29%
TAM
550
Tucker Asset Management
Colorado
$264K -$25.8K -398 -9%
20 21
22
23 24

RDVY Hedge Fund Activity: Q3 2025 in Review

671 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2025, worth a combined $12.5B — up 14% from $11B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RDVY positions and 21 closed out — a net gain of 36 holders — while 359 added to existing stakes and 177 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $41.8M sold.

  • 671 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2025, up from 650 in Q2 2025.
  • Funds reported $12.5B of First Trust Rising Dividend Achievers ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 57 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2025 and 21 closed out, a net change of +36 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2025 was Morgan Stanley, an estimated $153M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2025.