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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
GWM
576
GDS Wealth Management
Texas
$223K +$7.66K +118 +4%
Lido Advisors
577
Lido Advisors
California
$221K +$213K +3,279 New
FA
578
Faithward Advisors
Pennsylvania
$220K -$91.7K -1,413 -30%
KWM
579
Keebeck Wealth Management
Illinois
$219K – – –
DA
580
Dash Acquisitions
California
$217K – – –
YIA
581
YHB Investment Advisors
Connecticut
$217K +$210K +3,230 New
Kovitz Investment Group Partners
582
Kovitz Investment Group Partners
Illinois
$216K – – –
CPA
583
Clear Point Advisors
New York
$209K +$201K +3,101 New
NPFS
584
Novak & Powell Financial Services
Florida
$205K +$198K +3,050 New
BW
585
Basepoint Wealth
Iowa
$205K +$197K +3,043 New
CA
586
Crewe Advisors
Utah
$203K +$65 +1 +0%
FDCDDQ
587
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K – – –
NAS
588
Nicolet Advisory Services
Wisconsin
$202K +$195K +3,009 New
RF
589
Rossby Financial
Florida
$192K +$78.9K +1,216 +74%
ST
590
Smithfield Trust
Pennsylvania
$187K – – –
JWM
591
JPL Wealth Management
Colorado
$186K +$179K +2,762 New
PFBT
592
Parkside Financial Bank & Trust
Missouri
$168K – – –
CMP
593
Coston McIsaac & Partners
Maine
$153K +$14.5K +223 +11%
Fifth Third Bancorp
594
Fifth Third Bancorp
Ohio
$149K -$86.3K -1,331 -38%
KFP
595
Kerr Financial Planning
California
$147K +$143K +2,200 New
BBPWM
596
Blue Bell Private Wealth Management
Pennsylvania
$143K – – –
TCM
597
TruNorth Capital Management
Michigan
$142K – – –
IAS
598
IMA Advisory Services
Colorado
$136K +$117K +1,800 +804%
IWP
599
IAG Wealth Partners
Wisconsin
$108K – – –
BBHC
600
Brown Brothers Harriman & Co
New York
$91.6K +$88.4K +1,362 New
22 23
24
25 26

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.