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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 %
ANBT
626
American National Bank & Trust
Texas
$4.8K +$4.8K +82 New
HT
627
Headlands Technologies
Illinois
$4.74K +$4.74K +81 New
AAG
628
Armstrong Advisory Group
Massachusetts
$3.9K – – –
FWA
629
Flagship Wealth Advisors
Massachusetts
$3.86K – – –
CJH
630
Christopher J. Hasenberg
Wisconsin
$3.53K – – –
BTI
631
Blue Trust Inc
Georgia
$2.46K -$19K -325 -89%
NRG
632
Nemes Rush Group
Michigan
$2.46K +$2.46K +42 New
BWM
633
Bernard Wealth Management
Michigan
$2.44K +$58 +1 +2%
CSC
634
Caldwell Sutter Capital
California
$2.34K – – –
GCM
635
GKV Capital Management
California
$1.99K +$1.99K +34 New
FDW
636
Fourth Dimension Wealth
Ohio
$1.05K – – –
BWL
637
Bogart Wealth LLC
Virginia
$644 – – –
PA
638
Parallel Advisors
California
$585 – – –
IAA
639
Independent Advisor Alliance
North Carolina
– -$15.4M -261,177 Closed
Mirae Asset Global Investments
640
Mirae Asset Global Investments
South Korea
– -$5.59M -94,800 Closed
CFGS
641
Concourse Financial Group Securities
Alabama
– -$2.78M -44,355 Closed
PCA
642
Prosperity Capital Advisors
Ohio
– -$2.17M -36,627 Closed
RAS
643
RPS Advisory Solutions
Kentucky
– -$1.99M -33,657 Closed
HCC
644
Hirtle Callaghan & Co
Pennsylvania
– -$1.77M -30,000 Closed
EP
645
Essential Planning
New Hampshire
– -$1.34M -22,200 Closed
OCM
646
Objective Capital Management
Ohio
– -$1.3M -21,903 Closed
YIH
647
Y-Intercept (HK)
Hong Kong
– -$1.15M -19,412 Closed
BAM
648
Belpointe Asset Management
Nevada
– -$854K -14,531 Closed
Renaissance Technologies
649
Renaissance Technologies
New York
– -$840K -14,200 Closed
AFG
650
Atomi Financial Group
New York
– -$770K -13,027 Closed
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