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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 %
ODFS
101
O'Donnell Financial Services
California
$10.6M +$1.66M +28,432 +19%
NW
102
Naviter Wealth
Arkansas
$10.4M +$594K +10,183 +6%
PFA
103
Plotkin Financial Advisors
Maryland
$10.2M +$325K +5,556 +3%
WWM
104
Wagner Wealth Management
South Carolina
$10.2M +$420K +7,180 +4%
GSWM
105
Golden State Wealth Management
California
$10.1M +$1.35M +22,998 +15%
KFP
106
KMG Fiduciary Partners
Ohio
$10.1M +$1.12M +19,152 +12%
FHA
107
First Horizon Advisors
Tennessee
$10.1M +$506K +8,643 +5%
LCWP
108
Legacy Capital Wealth Partners
Arkansas
$9.39M -$1.4M -24,966 -13%
GA
109
GSG Advisors
New Jersey
$9.32M +$459K +8,207 +5%
BAM
110
Bellevue Asset Management
Washington
$9.28M +$1.74M +29,806 +23%
AA
111
AJ Advisors
Tennessee
$9.25M +$208K +3,557 +2%
MFG
112
Mainsail Financial Group
Washington
$8.91M +$480K +8,200 +6%
PAG
113
Private Advisory Group
Washington
$8.79M -$733K -12,516 -8%
SPC
114
Sigma Planning Corp
Michigan
$8.79M +$866K +14,800 +11%
UAG
115
United Advisor Group
Ohio
$8.75M +$600K +10,243 +7%
RWA
116
Redhawk Wealth Advisors
Minnesota
$8.57M +$144K +2,466 +2%
SLWA
117
San Luis Wealth Advisors
California
$8.43M +$4.85M +82,889 +136%
PSCM
118
Per Stirling Capital Management
Texas
$8.32M -$98.5K -1,683 -1%
PS
119
Principal Securities
Iowa
$8.31M +$23.7K +401 +0.3%
OC
120
Oppenheimer & Co
New York
$8.2M +$978K +16,705 +14%
TCM
121
Triumph Capital Management
Colorado
$8.07M +$1.22M +20,891 +18%
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$8M +$4.72M +80,660 +144%
GCWM
123
Guided Capital Wealth Management
Texas
$7.96M +$182K +3,104 +2%
MIM
124
Marshall Investment Management
Colorado
$7.91M +$1.24M +21,175 +19%
M1FG
125
Mach-1 Financial Group
Arkansas
$7.81M +$7.06M +120,577 +940%
3 4
5
6 7