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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 %
Envestnet Portfolio Solutions
76
Envestnet Portfolio Solutions
Illinois
$15.5M 246,952 -8,671 -3%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$15.5M 242,829 -12,147 -5%
IWM
78
IHT Wealth Management
Illinois
$14.8M 236,612 +3,650 +2%
SPG
79
Strategic Planning Group
Utah
$14.6M 233,307 +5,981 +3%
SOS
80
Silver Oak Securities
Tennessee
$14.3M 228,237 +8,043 +4%
GIA
81
Gladstone Institutional Advisory
Florida
$14.3M 227,353 +21,958 +11%
GSWM
82
Golden State Wealth Management
California
$14.1M 224,504 +51,572 +30%
TI
83
tru Independence
Oregon
$13.9M 221,996 +9,361 +4%
OP
84
ORG Partners
Indiana
$13.7M 216,998 -17,453 -7%
AWA
85
Arkadios Wealth Advisors
Georgia
$13.5M 214,552 +6,641 +3%
HFS
86
Howard Financial Services
Texas
$13.3M 212,224 +7,370 +4%
TFP
87
Traction Financial Partners
Wyoming
$13M 206,604 +10,468 +5%
IA
88
IFG Advisory
Georgia
$12.9M 205,819 +10,085 +5%
SA
89
Scarborough Advisors
Maryland
$12.5M 199,703 -25,832 -11%
PA
90
PFG Advisors
Arizona
$12.5M 199,667 -4,971 -2%
SWMG
91
Sanchez Wealth Management Group
Florida
$12.5M 199,426 +4,280 +2%
PA
92
Pinnacle Associates
New York
$12.5M 198,677 +3,962 +2%
CWM
93
Congress Wealth Management
Massachusetts
$12.3M 196,566 +196,566 New
CL
94
CLG LLC
California
$11.9M 190,128 -40,608 -18%
DWP
95
Daymark Wealth Partners
Ohio
$11.9M 189,775 +94,240 +99%
ODFS
96
O'Donnell Financial Services
California
$11.7M 186,910 +5,330 +3%
GRP
97
Global Retirement Partners
California
$11.6M 185,356 +185,356 New
FHA
98
First Horizon Advisors
Tennessee
$11.4M 180,924 +9,141 +5%
AI
99
Atria Investments
North Carolina
$11.3M 180,582 +101,107 +127%
BAS
100
Breakthru Advisory Services
Wisconsin
$11.3M 193,146 – –
2 3
4
5 6