RDVY icon

First Trust Rising Dividend Achievers ETF

728 hedge funds and large institutions have $14.1B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 369 increasing their positions, 178 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBS
601
Howard Bailey Securities
Indiana
$255K
ADL
602
Asset Dedication LLC
California
$255K
SM
603
Sensible Money
Arizona
$255K
AFG
604
Atomi Financial Group
New York
$249K
BFC
605
Bedel Financial Consulting
Indiana
$248K
PWM
606
Power Wealth Management
Georgia
$248K
EWM
607
Empirical Wealth Management
Washington
$247K
SW
608
SkyOak Wealth
Michigan
$246K
M
609
MATAURO
New York
$245K
PFG
610
Prosperity Financial Group
California
$238K
MCA
611
Magnolia Capital Advisors
Mississippi
$236K
RF
612
Rossby Financial
Florida
$236K
DA
613
Dash Acquisitions
California
$230K
HC
614
Headland Capital
South Carolina
$227K
KWM
615
Keebeck Wealth Management
Illinois
$226K
NAS
616
Nicolet Advisory Services
Wisconsin
$225K
ME
617
McIlrath & Eck
Washington
$223K
PFS
618
Prospect Financial Services
New York
$220K
KIG
619
Kennedy Investment Group
New Jersey
$219K
AWM
620
Aprio Wealth Management
Georgia
$215K
FA
621
Faithward Advisors
Pennsylvania
$213K
TPWA
622
TRUE Private Wealth Advisors
Oregon
$213K
BW
623
Basepoint Wealth
Iowa
$212K
NPFS
624
Novak & Powell Financial Services
Florida
$212K
CA
625
Crewe Advisors
Utah
$210K