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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 %
SIS
601
Sound Income Strategies
Florida
$21.8K -$17.5K -299 -45%
CTC
602
Central Trust Company
Missouri
$19K – – –
CWC
603
Carolinas Wealth Consulting
North Carolina
$18.4K +$58 +1 +0.3%
GCM
604
Gables Capital Management
Florida
$17.6K – – –
CCM
605
Coldstream Capital Management
Washington
$16.8K +$16.8K +287 New
HNB
606
Huntington National Bank
Ohio
$16K -$59 – –
ME
607
McIlrath & Eck
Washington
$15K – – –
BIG
608
Brooklyn Investment Group
New York
$15K +$15K +256 New
VWA
609
VSM Wealth Advisory
Maryland
$14.1K – – –
VCM
610
Versant Capital Management
Arizona
$13.6K – – –
IAS
611
IMA Advisory Services
Colorado
$13.1K +$13.1K +224 New
BFS
612
Burkett Financial Services
South Carolina
$13K +$13K +222 New
SS
613
SBI Securities
Japan
$12.1K +$3.22K +55 +36%
BFO
614
Biltmore Family Office
North Carolina
$11.6K – – –
BlackRock
615
BlackRock
New York
$10.6K +$10.6K +182 New
PWAM
616
Private Wealth Asset Management
Iowa
$10.2K +$10.2K +175 New
WTFG
617
Wood Tarver Financial Group
Idaho
$9.95K – – –
BLC
618
Brown, Lisle/Cummings
Rhode Island
$7.14K – – –
SC
619
Stephens Consulting
Michigan
$6.44K – – –
MAM
620
Morse Asset Management
Connecticut
$6.38K – – –
National Bank of Canada
621
National Bank of Canada
Quebec, Canada
$6.28K – – –
LI
622
LRI Investments
Florida
$6.26K – – –
BCMLT
623
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.5K – – –
VWA
624
Valued Wealth Advisors
Utah
$5.47K – – –
OAJ
625
Ogorek Anthony Joseph
New York
$5K +$51 +1 +1%
23 24
25
26 27