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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 %
CWA
651
Clarus Wealth Advisors
Arizona
– -$711K -11,888 Closed
JWM
652
JFG Wealth Management
Colorado
– -$374K -6,324 Closed
BFG
653
Bleakley Financial Group
New Jersey
– -$312K -5,278 Closed
KAS
654
KPP Advisory Services
Kentucky
– -$308K -5,212 Closed
PCM
655
Presidio Capital Management
California
– -$279K -4,717 Closed
SIM
656
Stratos Investment Management
Ohio
– -$255K -4,319 Closed
PCS
657
Private Client Services
Kentucky
– -$229K -3,877 Closed
AWA
658
Arete Wealth Advisors
Illinois
– -$226K -3,809 Closed
Lido Advisors
659
Lido Advisors
California
– -$219K -3,709 Closed
DA
660
Dash Acquisitions
California
– -$223K -3,557 Closed
TCM
661
Traynor Capital Management
Pennsylvania
– -$209K -3,528 Closed
FCBT
662
First Citizens Bank & Trust
North Carolina
– -$205K -3,462 Closed
GWM
663
GDS Wealth Management
Texas
– -$204K -3,455 Closed
NAS
664
NWF Advisory Services
California
– -$203K -3,427 Closed
LA
665
Lifeworks Advisors
Michigan
– -$202K -3,420 Closed
KIM
666
Kestra Investment Management
Texas
– -$163K -2,760 Closed
EWA
667
EP Wealth Advisors
California
– -$156K -2,634 Closed
SAM
668
Synergy Asset Management
Washington
– -$148K -2,505 Closed
S
669
SignatureFD
Georgia
– -$116K -1,958 Closed
MCM
670
MidAtlantic Capital Management
Virginia
– -$115K -1,945 Closed
Bessemer Group
671
Bessemer Group
New Jersey
– -$74K -1,244 Closed
EB
672
Eastern Bank
Massachusetts
– -$56.7K -959 Closed
VWM
673
Venturi Wealth Management
Texas
– -$37.3K -630 Closed
AIP
674
Ameritas Investment Partners
Nebraska
– -$26.2K -443 Closed
CFB
675
Cullen/Frost Bankers
Texas
– -$24.8K -420 Closed
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