We are live on ! Find out more
RDVY icon

First Trust Rising Dividend Achievers ETF

756 hedge funds and large institutions have $14.7B invested in First Trust Rising Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 399 increasing their positions, 200 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Scarborough Advisors
Maryland
$15.5M
LFAS
102
Level Four Advisory Services
Texas
$15.5M
NF
103
Napier Financial
Massachusetts
$15.1M
PSCM
104
Per Stirling Capital Management
Texas
$14.8M
SWGC
105
Summit Wealth Group (Colorado)
Colorado
$14.7M
CB
106
Chris Bulman
California
$14.7M
PPG
107
Peak Planning Group
Colorado
$14.6M
MFG
108
Merit Financial Group
Georgia
$14.5M
WCFA
109
Walkner Condon Financial Advisors
Wisconsin
$14.3M
PA
110
Pinnacle Associates
New York
$14.2M
OC
111
Oppenheimer & Co
New York
$13.8M
SMC
112
Smith, Moore & Co
Missouri
$13.7M
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$13.5M
SWA
114
Stratos Wealth Advisors
Ohio
$13.2M
PFA
115
Plotkin Financial Advisors
Maryland
$13M
GA
116
GSG Advisors
New Jersey
$12.9M
GSWM
117
Golden State Wealth Management
California
$12.8M
BCM
118
Brookstone Capital Management
Illinois
$12.7M
AssetMark Inc
119
AssetMark Inc
California
$12.6M
PA
120
PFG Advisors
Arizona
$12.5M
AUB
121
Atlantic Union Bankshares
Virginia
$12.5M
WWMSC
122
Wagner Wealth Management (South Carolina)
South Carolina
$12.4M
PBF
123
Petix & Botte Financial
California
$12.4M
AA
124
AJ Advisors
Tennessee
$12.2M
CWM
125
Cornerstone Wealth Management
Missouri
$12.2M