RDVY icon

First Trust Rising Dividend Achievers ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

2% less funds holding

Funds holding: 649637 (-12)

76% less capital invested

Capital invested by funds: $39.8B → $9.71B (-$30.1B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
637
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$33K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
551
Forum Private Client Group
Indiana
$201K
CA
552
CoreCap Advisors
Michigan
$183K
FDCDDQ
553
Federation des caisses Desjardins du Quebec
Quebec, Canada
$183K
NC
554
NewSquare Capital
Pennsylvania
$177K
PB
555
Pinnacle Bancorp
Nebraska
$172K
KWM
556
Kiker Wealth Management
Georgia
$170K
ST
557
Smithfield Trust
Pennsylvania
$164K
PFBT
558
Parkside Financial Bank & Trust
Missouri
$146K
BBPWM
559
Blue Bell Private Wealth Management
Pennsylvania
$125K
TCM
560
TruNorth Capital Management
Michigan
$123K
CMP
561
Coston McIsaac & Partners
Maine
$120K
OSAM
562
O'Shaughnessy Asset Management
Connecticut
$112K
MAS
563
MPWM Advisory Solutions
Georgia
$108K
WSFS
564
Wilmington Savings Fund Society
Delaware
$102K
IWP
565
IAG Wealth Partners
Wisconsin
$93.7K
UCB
566
United Community Bank
South Carolina
$80.2K
HBW
567
Hazlett, Burt & Watson
West Virginia
$76K
HHGA
568
Halbert Hargrove Global Advisors
California
$73.6K
PA
569
PSI Advisors
Florida
$65.6K
HIW
570
Holos Integrated Wealth
Pennsylvania
$63K
AA
571
Ancora Advisors
Ohio
$59.9K
BF
572
BOK Financial
Oklahoma
$58.5K
NFSG
573
Newbridge Financial Services Group
Florida
$58.5K
KFI
574
Key Financial Inc
Pennsylvania
$56.7K
Fifth Third Bancorp
575
Fifth Third Bancorp
Ohio
$55K