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First Trust Rising Dividend Achievers ETF
RDVY

671 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 359 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

103% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 177

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.53B)

3% more funds holding

Funds holding: 650 → 671 (+21)

0.29% more ownership

Funds ownership: 73.52% → 73.81% (+0.29%)

2% less funds holding in top 10

Funds holding in top 10: 66 → 65 (-1)

Holders
671
Holders Change
+21
Holders Change %
+3.23%
% of All Funds
8.81%
Holding in Top 10
65
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.52%
% of All Funds
0.85%
New
57
Increased
359
Reduced
177
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
LPL Financial
LPL Financial
California
+$110M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$41.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$15.4M
3
SPG
Strategic Planning Group
Utah
-$14.9M
4
BAS
Breakthru Advisory Services
Wisconsin
-$11.8M
5
Raymond James Financial
Raymond James Financial
Florida
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
651
Flagship Wealth Advisors
Massachusetts
$9.55K +$4.93K +76 +115%
CTC
652
Central Trust Company
Missouri
$8.88K -$12.2K -188 -59%
KPP
653
Kings Path Partners
Texas
$8.81K -$27.7K -427 -77%
BLC
654
Brown, Lisle/Cummings
Rhode Island
$8.21K – – –
LI
655
LRI Investments
Florida
$7.2K – – –
National Bank of Canada
656
National Bank of Canada
Quebec, Canada
$7.17K – – –
MAM
657
Morse Asset Management
Connecticut
$6.73K -$584 -9 -8%
SAM
658
Smartleaf Asset Management
Massachusetts
$6.33K -$1.82K -28 -23%
VWA
659
Valued Wealth Advisors
Utah
$6.31K – – –
OAJ
660
Ogorek Anthony Joseph
New York
$6K – – –
JFGIW
661
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.85K +$5.64K +87 New
BTI
662
Blue Trust Inc
Georgia
$5.65K -$10.4K -160 -66%
HWP
663
Highline Wealth Partners
California
$5.58K – – –
ANBT
664
American National Bank & Trust
Texas
$5.51K – – –
AF
665
Alerus Financial
North Dakota
$4.98K +$4.8K +74 New
BWM
666
Bernard Wealth Management
Michigan
$2.81K – – –
CSC
667
Caldwell Sutter Capital
California
$2.69K – – –
ETC
668
Exchange Traded Concepts
Oklahoma
$1.34K -$6.49K -100 -83%
FDW
669
Fourth Dimension Wealth
Ohio
$1.21K – – –
BWL
670
Bogart Wealth LLC
Virginia
$740 – – –
PA
671
Parallel Advisors
California
$673 – – –
HNB
672
Huntington National Bank
Ohio
$67 – – –
AAP
673
Arax Advisory Partners
Colorado
– -$41.8M -666,963 Closed
M1FG
674
Mach-1 Financial Group
Arkansas
– -$9.32M -148,470 Closed
SWGC
675
Summit Wealth Group (Colorado)
Colorado
– -$8.99M -143,240 Closed
24 25 26
27
28

RDVY Hedge Fund Activity: Q3 2025 in Review

671 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2025, worth a combined $12.5B — up 14% from $11B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RDVY positions and 21 closed out — a net gain of 36 holders — while 359 added to existing stakes and 177 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $41.8M sold.

  • 671 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2025, up from 650 in Q2 2025.
  • Funds reported $12.5B of First Trust Rising Dividend Achievers ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 57 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2025 and 21 closed out, a net change of +36 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2025 was Morgan Stanley, an estimated $153M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2025.