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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 %
VA
51
VestGen Advisors
Illinois
$21.8M +$21.8M +371,728 New
GWM
52
Geneos Wealth Management
Colorado
$21.4M +$13.9M +238,122 +187%
William Blair & Company
53
William Blair & Company
Illinois
$20.5M +$75K +1,282 +0.4%
CA
54
Crumly & Associates
Illinois
$20M +$457K +7,811 +2%
PIA
55
Perennial Investment Advisors
California
$19.8M -$658K -11,234 -3%
Citigroup
56
Citigroup
New York
$19.5M +$1.99M +34,045 +11%
US Bancorp
57
US Bancorp
Minnesota
$19.4M +$136K +2,315 +0.7%
BEI
58
Benjamin Edwards Inc
Missouri
$19.1M -$367K -6,265 -2%
WWM
59
Western Wealth Management
Colorado
$19M +$185K +3,165 +1%
LSWP
60
Liberty Square Wealth Partners
Pennsylvania
$18.7M +$2.63M +44,990 +16%
IA
61
Intellus Advisors
Florida
$18.4M +$223K +3,811 +1%
AFG
62
ABLE Financial Group
Arizona
$17.8M +$1.51M +25,812 +9%
VA
63
Valmark Advisers
Ohio
$17.6M +$854K +14,590 +5%
SWAG
64
Spectrum Wealth Advisory Group
California
$17.2M +$2.56M +43,744 +18%
KCFA
65
Key Client Fiduciary Advisors
New Jersey
$17.2M -$62K -1,059 -0.4%
NLP
66
Next Level Private
New York
$17M +$1.63M +27,925 +11%
FHC
67
First Heartland Consultants
Missouri
$16.8M -$5.69M -97,237 -25%
PNC
68
Park National Corp
Ohio
$16.5M -$158K -2,700 -0.9%
GLA
69
Good Life Advisors
Pennsylvania
$16.1M +$3.69M +63,026 +30%
BFG
70
Beacon Financial Group
Texas
$16.1M -$1.34M -22,915 -8%
EA
71
Ergawealth Advisors
Illinois
$15.1M +$135K +2,300 +0.9%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$15M +$1.05M +17,926 +8%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$14.9M -$435K -7,431 -3%
FIA
74
Foundations Investment Advisors
Arizona
$14.2M -$3.29M -56,163 -19%
OP
75
ORG Partners
Indiana
$13.8M +$1.9M +32,331 +16%
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