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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 %
IWM
76
IHT Wealth Management
Illinois
$13.6M -$165K -2,824 -1%
CL
77
CLG LLC
California
$13.5M -$1.1M -18,720 -8%
SPG
78
Strategic Planning Group
Utah
$13.3M +$1.99M +34,010 +18%
IWA
79
Integrity Wealth Advisors
California
$13.3M +$2.68M +45,789 +25%
SA
80
Scarborough Advisors
Maryland
$13.2M +$157K +2,680 +1%
SOS
81
Silver Oak Securities
Tennessee
$12.8M +$133K +2,295 +1%
CIA
82
Concurrent Investment Advisors
Florida
$12.7M +$1.01M +17,193 +9%
TI
83
tru Independence
Oregon
$12.4M +$3.85M +65,732 +45%
GWSG
84
GPS Wealth Strategies Group
Colorado
$12.4M +$6.12M +104,465 +97%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$12.2M +$582K +9,942 +5%
AWA
86
Arkadios Wealth Advisors
Georgia
$12.2M +$5.01M +85,516 +70%
GIA
87
Gladstone Institutional Advisory
Florida
$12M -$1.09M -18,618 -8%
HFS
88
Howard Financial Services
Texas
$12M +$285K +4,873 +2%
PA
89
PFG Advisors
Arizona
$12M +$223K +3,807 +2%
GAA
90
Global Assets Advisory
Florida
$11.7M +$7.69M +138,608 +190%
TFP
91
Traction Financial Partners
Wyoming
$11.5M -$987K -16,862 -8%
UFA
92
US Financial Advisors
Massachusetts
$11.5M -$251K -4,288 -2%
IA
93
IFG Advisory
Georgia
$11.5M +$96.6K +1,651 +0.9%
SWMG
94
Sanchez Wealth Management Group
Florida
$11.4M +$247K +4,217 +2%
NEWAS
95
N.E.W. Advisory Services
Wisconsin
$11.4M +$5.79M +98,852 +103%
PA
96
Pinnacle Associates
New York
$11.4M +$451K +7,709 +4%
BAS
97
Breakthru Advisory Services
Wisconsin
$11.3M -$551K -9,409 -5%
SWIA
98
Solano Wealth Investment Advisors
California
$10.8M -$422K -7,214 -4%
TFS
99
Thoroughbred Financial Services
Tennessee
$10.7M +$1.55M +26,508 +17%
SWA
100
Stratos Wealth Advisors
Ohio
$10.7M +$732K +12,504 +7%
2 3
4
5 6