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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 %
KFP
101
KMG Fiduciary Partners
Ohio
$11.3M 179,753 +6,906 +4%
SWA
102
Stratos Wealth Advisors
Ohio
$11.2M 179,146 -3,271 -2%
SPC
103
Sigma Planning Corp
Michigan
$11.2M 177,834 +27,755 +18%
WWM
104
Wagner Wealth Management
South Carolina
$11.1M 176,967 +3,131 +2%
PFA
105
Plotkin Financial Advisors
Maryland
$10.9M 174,141 -717 -0.4%
SMC
106
Smith, Moore & Co
Missouri
$10.9M 173,000 +77,339 +81%
GA
107
GSG Advisors
New Jersey
$10.7M 171,103 +4,604 +3%
TFS
108
Thoroughbred Financial Services
Tennessee
$10.4M 165,403 -17,121 -9%
AA
109
AJ Advisors
Tennessee
$10.4M 165,184 +7,122 +5%
BAM
110
Bellevue Asset Management
Washington
$9.93M 158,273 -264 -0.2%
CWM
111
Cornerstone Wealth Management
Missouri
$9.8M 156,165 +26,315 +20%
MFG
112
Mainsail Financial Group
Washington
$9.76M 156,483 +4,205 +3%
LCWP
113
Legacy Capital Wealth Partners
Arkansas
$9.53M 158,580 -8,528 -5%
PAG
114
Private Advisory Group
Washington
$9.52M 151,783 +1,586 +1%
OC
115
Oppenheimer & Co
New York
$9.37M 149,399 +9,399 +7%
M1FG
116
Mach-1 Financial Group
Arkansas
$9.32M 148,470 +15,062 +11%
EFG
117
Ethos Financial Group
Pennsylvania
$9.28M 147,989 +143,972 +3,584%
UAG
118
United Advisor Group
Ohio
$9.27M 147,738 -1,813 -1%
DWM
119
Denver Wealth Management
Colorado
$9.21M 146,810 +23,180 +19%
P
120
&Partners
Tennessee
$9.2M 146,717 +62,773 +75%
PSCM
121
Per Stirling Capital Management
Texas
$9.14M 145,728 +3,674 +3%
FHA
122
Flagship Harbor Advisors
Massachusetts
$9.13M 145,471 +26,060 +22%
TCM
123
Triumph Capital Management
Colorado
$9.07M 144,621 +6,815 +5%
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$9.07M 144,587 +7,900 +6%
IA
125
IFP Advisors
Florida
$9.01M 143,530 +76,012 +113%
3 4
5
6 7