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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

638 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 52 funds opening new positions, 312 increasing their positions, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.56%
Holding in Top 10
65
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.16%
% of All Funds
0.87%
New
52
Increased
312
Reduced
206
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.62B
2
Ameriprise
Ameriprise
Minnesota
$443M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$272M
4
Mariner
Mariner
Kansas
$69.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$249M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$61.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$361M
3
FTS
Fifth Third Securities
Ohio
$7.03M
4
Osaic Holdings
Osaic Holdings
Arizona
$167M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
651
Aveo Capital Partners
Colorado
– -$522K -8,971 Closed
TC
652
TownSquare Capital
Utah
– -$430K -7,346 Closed
CCB
653
Cutter & Co Brokerage
Missouri
– -$396K -6,758 Closed
Fisher Asset Management
654
Fisher Asset Management
Washington
– -$359K -6,135 Closed
Millennium Management
655
Millennium Management
New York
– -$320K -5,461 Closed
CWG
656
Crown Wealth Group
North Carolina
– -$260K -4,443 Closed
FPL
657
Fortress Private Ledger
North Carolina
– -$247K -4,224 Closed
BTWM
658
Brass Tax Wealth Management
Ohio
– -$242K -4,135 Closed
FFA
659
Florida Financial Advisors
Florida
– -$235K -4,006 Closed
ACM
660
Armbruster Capital Management
New York
– -$212K -3,625 Closed
HC
661
Headland Capital
South Carolina
– -$201K -3,432 Closed
PA
662
PSI Advisors
Florida
– -$65.6K -1,120 Closed
WAG
663
Wiser Advisor Group
Arizona
– -$53.5K -913 Closed
HCP
664
Hexagon Capital Partners
Arkansas
– -$36K -615 Closed
PPWM
665
PFG Private Wealth Management
Florida
– -$30K -512 Closed
SW
666
SVB Wealth
Massachusetts
– -$29.3K -500 Closed
TRCT
667
Tower Research Capital (TRC)
New York
– -$28.7K -491 Closed
FCAS
668
First Command Advisory Services
Texas
– -$27.8K -475 Closed
MG
669
Mather Group
Illinois
– -$27.3K -466 Closed
CWC
670
Carolinas Wealth Consulting
North Carolina
– -$18.4K -314 Closed
CCM
671
Coldstream Capital Management
Washington
– -$16.8K -287 Closed
BFS
672
Burkett Financial Services
South Carolina
– -$13K -222 Closed
SC
673
Stephens Consulting
Michigan
– -$6.44K -110 Closed
HT
674
Headlands Technologies
Illinois
– -$4.74K -81 Closed
AAG
675
Armstrong Advisory Group
Massachusetts
– -$3.9K -66 Closed
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