We are live on ! Find out more
RDVY icon

First Trust Rising Dividend Achievers ETF
RDVY

646 hedge funds and large institutions have $9.78B invested in First Trust Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 343 increasing their positions, 179 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 179

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

3% more funds holding in top 10

Funds holding in top 10: 73 → 75 (+2)

0.6% more ownership

Funds ownership: 72.8% → 73.4% (+0.6%)

1% less funds holding

Funds holding: 652 → 646 (-6)

75% less capital invested

Capital invested by funds: $39.9B → $9.78B (-$30.1B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
646
Holders Change
-6
Holders Change %
-0.92%
% of All Funds
8.66%
Holding in Top 10
75
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.74%
% of All Funds
1.01%
New
51
Increased
343
Reduced
179
Closed
44
Calls
–
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$33K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$145M
2
Raymond James Financial
Raymond James Financial
Florida
+$59M
3
Bank of America
Bank of America
North Carolina
+$42.9M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$36.9M
5
Wells Fargo
Wells Fargo
California
+$31.3M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$15.4M
2
JIP
Jaffetilchin Investment Partners
Florida
-$15M
3
ACA
Aspire Capital Advisors
Washington
-$12.4M
4
AWS
Atria Wealth Solutions
New York
-$9.22M
5
FHC
First Heartland Consultants
Missouri
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$14.9M -$452K -7,431 -3%
FIA
77
Foundations Investment Advisors
Arizona
$14.2M -$3.41M -56,163 -19%
OP
78
ORG Partners
Indiana
$13.8M +$1.97M +32,331 +16%
IWM
79
IHT Wealth Management
Illinois
$13.6M -$172K -2,824 -1%
CL
80
CLG LLC
California
$13.5M -$1.14M -18,720 -8%
SPG
81
Strategic Planning Group
Utah
$13.3M +$2.07M +34,010 +18%
IWA
82
Integrity Wealth Advisors
California
$13.3M +$2.78M +45,789 +25%
SA
83
Scarborough Advisors
Maryland
$13.2M +$163K +2,680 +1%
SOS
84
Silver Oak Securities
Tennessee
$12.8M +$139K +2,295 +1%
CIA
85
Concurrent Investment Advisors
Florida
$12.7M +$1.05M +17,193 +9%
TI
86
tru Independence
Oregon
$12.4M +$4M +65,732 +45%
GWSG
87
GPS Wealth Strategies Group
Colorado
$12.4M +$6.35M +104,465 +97%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$12.2M +$604K +9,942 +5%
AWA
89
Arkadios Wealth Advisors
Georgia
$12.2M +$5.2M +85,516 +70%
GIA
90
Gladstone Institutional Advisory
Florida
$12M -$1.13M -18,618 -8%
HFS
91
Howard Financial Services
Texas
$12M +$296K +4,873 +2%
PA
92
PFG Advisors
Arizona
$12M +$231K +3,807 +2%
GAA
93
Global Assets Advisory
Florida
$11.7M +$8.43M +138,608 +190%
TFP
94
Traction Financial Partners
Wyoming
$11.5M -$1.02M -16,862 -8%
UFA
95
US Financial Advisors
Massachusetts
$11.5M -$261K -4,288 -2%
IA
96
IFG Advisory
Georgia
$11.5M +$100K +1,651 +0.9%
SWMG
97
Sanchez Wealth Management Group
Florida
$11.4M +$256K +4,217 +2%
NEWAS
98
N.E.W. Advisory Services
Wisconsin
$11.4M +$6.01M +98,852 +103%
PA
99
Pinnacle Associates
New York
$11.4M +$469K +7,709 +4%
BAS
100
Breakthru Advisory Services
Wisconsin
$11.3M -$572K -9,409 -5%
2 3
4
5 6

RDVY Hedge Fund Activity: Q1 2025 in Review

646 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2025, worth a combined $9.78B — down 75% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new RDVY positions and 44 closed out — a net gain of 7 holders — while 343 added to existing stakes and 179 trimmed.

The largest buyer was LPL Financial, adding an estimated $145M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $15.4M sold.

  • 646 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2025, down from 652 in Q4 2024.
  • Funds reported $9.78B of First Trust Rising Dividend Achievers ETF stock for Q1 2025, down 75% quarter-over-quarter.
  • 51 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2025 and 44 closed out, a net change of +7 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2025 was LPL Financial, an estimated $145M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2025.