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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 %
FPCG
551
Forum Private Client Group
Indiana
$201K -$32.9K -562 -14%
CA
552
CoreCap Advisors
Michigan
$183K -$17.3K -295 -9%
FDCDDQ
553
Federation des caisses Desjardins du Quebec
Quebec, Canada
$183K +$65.5K +1,119 +56%
NC
554
NewSquare Capital
Pennsylvania
$177K – – –
PB
555
Pinnacle Bancorp
Nebraska
$172K – – –
KWM
556
Kiker Wealth Management
Georgia
$170K +$11.8K +202 +7%
ST
557
Smithfield Trust
Pennsylvania
$164K – – –
PFBT
558
Parkside Financial Bank & Trust
Missouri
$146K -$79.6K -1,360 -35%
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 +$59K +1,008 +112%
MAS
563
MPWM Advisory Solutions
Georgia
$108K -$175K -2,989 -62%
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 +$19.9K +337 +36%
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 -$41.2K -704 -41%
NFSG
573
Newbridge Financial Services Group
Florida
$58.5K -$12.3K -210 -17%
KFI
574
Key Financial Inc
Pennsylvania
$56.7K – – –
Fifth Third Bancorp
575
Fifth Third Bancorp
Ohio
$55K +$47.7K +815 +652%
21 22
23
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