RDVY icon

First Trust Rising Dividend Achievers ETF

644 hedge funds and large institutions have $10.9B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 316 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
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
BLC
626
Brown, Lisle/Cummings
Rhode Island
$7.65K
SAM
627
Smartleaf Asset Management
Massachusetts
$7.62K
ETC
628
Exchange Traded Concepts
Oklahoma
$7.53K
MAM
629
Morse Asset Management
Connecticut
$6.84K
National Bank of Canada
630
National Bank of Canada
Quebec, Canada
$6.72K
LI
631
LRI Investments
Florida
$6.71K
OAJ
632
Ogorek Anthony Joseph
New York
$6K
BCMLT
633
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.9K
VWA
634
Valued Wealth Advisors
Utah
$5.88K
HWP
635
Highline Wealth Partners
California
$5.21K
ANBT
636
American National Bank & Trust
Texas
$5.14K
FWA
637
Flagship Wealth Advisors
Massachusetts
$4.14K
BWM
638
Bernard Wealth Management
Michigan
$2.62K
CSC
639
Caldwell Sutter Capital
California
$2.51K
FDW
640
Fourth Dimension Wealth
Ohio
$1.13K
BWL
641
Bogart Wealth LLC
Virginia
$690
PA
642
Parallel Advisors
California
$627
S
643
SignatureFD
Georgia
$188
HNB
644
Huntington National Bank
Ohio
$63
PIS
645
POM Investment Strategies
North Carolina
$41
NW
646
Naviter Wealth
Arkansas
CCA
647
Cooper Capital Advisors
California
RA
648
RiverTree Advisors
Florida
FWP
649
Forefront Wealth Partners
Texas
PP
650
Prudential plc
United Kingdom