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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

636 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, 204 reducing their positions, and 39 closing their positions.

Holders
636
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.54%
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
204
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$61.6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$361M
3
FTS
3
Fifth Third Securities
Ohio
$7.03M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$167M
5
NEWAS
5
N.E.W. Advisory Services
Wisconsin
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
PIA
51
Perennial Investment Advisors
California
$24.4M 388,880 +50,493 +15%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$23.7M 377,614 +168,668 +81%
VA
53
VestGen Advisors
Illinois
$23.4M 372,731 +1,003 +0.3%
William Blair & Company
54
William Blair & Company
Illinois
$23.1M 367,543 +16,989 +5%
BEI
55
Benjamin Edwards Inc
Missouri
$23M 367,052 +40,726 +12%
FHC
56
First Heartland Consultants
Missouri
$22.9M 364,470 +76,817 +27%
CA
57
Crumly & Associates
Illinois
$22M 349,978 +8,227 +2%
Citigroup
58
Citigroup
New York
$21.8M 348,174 +14,743 +4%
US Bancorp
59
US Bancorp
Minnesota
$21.7M 346,323 +15,531 +5%
IA
60
Intellus Advisors
Florida
$20.4M 325,463 +10,864 +3%
PNC
61
Park National Corp
Ohio
$20.1M 321,045 +38,608 +14%
WWM
62
Western Wealth Management
Colorado
$20.1M 319,876 -4,510 -1%
VA
63
Valmark Advisers
Ohio
$20M 318,347 +17,666 +6%
AFG
64
ABLE Financial Group
Arizona
$19M 302,041 -2,346 -0.8%
NLP
65
Next Level Private
New York
$18.6M 296,408 +6,150 +2%
SWAG
66
Spectrum Wealth Advisory Group
California
$18.6M 296,274 +2,928 +1%
KCFA
67
Key Client Fiduciary Advisors
New Jersey
$18.3M 291,655 -1,636 -0.6%
GLA
68
Good Life Advisors
Pennsylvania
$18.2M 290,787 +15,634 +6%
IWA
69
Integrity Wealth Advisors
California
$18M 286,447 +59,568 +26%
FIA
70
Foundations Investment Advisors
Arizona
$17.4M 277,590 +35,749 +15%
CIA
71
Concurrent Investment Advisors
Florida
$17.2M 274,842 +58,391 +27%
EA
72
Ergawealth Advisors
Illinois
$17M 271,590 +14,279 +6%
GWM
73
Geneos Wealth Management
Colorado
$16.7M 266,237 -99,505 -27%
BFG
74
Beacon Financial Group
Texas
$16.4M 261,635 -13,158 -5%
GWSG
75
GPS Wealth Strategies Group
Colorado
$16.1M 255,823 +43,419 +20%
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