We are live on ! Find out more
RDVY icon

First Trust Rising Dividend Achievers ETF

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: 650671 (+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: 6665 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
51
Gladstone Institutional Advisory
Florida
$31M +$15.1M +233,305 +103%
IFG
52
Independent Financial Group
California
$29.7M -$4.17M -64,228 -13%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$28.3M +$2.81M +43,394 +11%
PIA
54
Perennial Investment Advisors
California
$28M +$1.81M +27,967 +7%
BEI
55
Benjamin Edwards Inc
Missouri
$27.1M +$2.31M +35,646 +10%
FHC
56
First Heartland Consultants
Missouri
$25.7M +$1.17M +17,992 +5%
VA
57
VestGen Advisors
Illinois
$25M -$37K -571 -0.2%
CA
58
Crumly & Associates
Illinois
$24.6M +$994K +15,316 +4%
Citigroup
59
Citigroup
New York
$24.5M +$1.07M +16,507 +5%
US Bancorp
60
US Bancorp
Minnesota
$23.9M +$605K +9,324 +3%
PNC
61
Park National Corp
Ohio
$23.5M +$1.83M +28,236 +9%
ODFS
62
O'Donnell Financial Services
California
$23.4M +$10.5M +161,535 +86%
SA
63
Sanctuary Advisors
Indiana
$22.2M +$2.49M +38,444 +13%
IA
64
Intellus Advisors
Florida
$22.1M +$229K +3,524 +1%
WWM
65
Western Wealth Management
Colorado
$21.9M +$337K +5,194 +2%
FIA
66
Foundations Investment Advisors
Arizona
$21.5M +$2.69M +41,511 +15%
VA
67
Valmark Advisers
Ohio
$21.2M -$225K -3,468 -1%
NLP
68
Next Level Private
New York
$21M +$853K +13,148 +4%
PVI
69
Pine Valley Investments
New Jersey
$20.1M +$665K +10,250 +4%
SWAG
70
Spectrum Wealth Advisory Group
California
$20.1M +$190K +2,936 +1%
AFG
71
ABLE Financial Group
Arizona
$19.8M -$531K -8,190 -3%
KCFA
72
Key Client Fiduciary Advisors
New Jersey
$19.7M +$37.3K +575 +0.2%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$19.2M +$2.75M +42,318 +17%
CIA
74
Concurrent Investment Advisors
Florida
$18.3M -$174K -2,684 -1%
GWM
75
Geneos Wealth Management
Colorado
$18.3M +$370K +5,698 +2%