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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 %
SWGC
126
Summit Wealth Group (Colorado)
Colorado
$8.99M 143,240 +143,240 New
WFS
127
Weitzel Financial Services
Iowa
$8.98M 140,311 +5,169 +4%
AssetMark Inc
128
AssetMark Inc
California
$8.92M 142,115 +77,283 +119%
SWIA
129
Solano Wealth Investment Advisors
California
$8.71M 138,778 -45,556 -25%
Comerica Bank
130
Comerica Bank
Texas
$8.49M 135,282 +10,736 +9%
GCWM
131
Guided Capital Wealth Management
Texas
$8.41M 134,022 -2,008 -1%
CHC
132
City Holding Co
West Virginia
$8.21M 130,844 +15,623 +14%
AWE
133
Avidian Wealth Enterprises
Texas
$8M 127,471 +122,471 +2,449%
FF
134
Fairway Financial
Florida
$8M 127,462 +2,243 +2%
SFG
135
Sovereign Financial Group
Connecticut
$7.94M 126,505 +3,276 +3%
DC
136
Davenport & Co
Virginia
$7.69M 122,493 +5,266 +4%
PS
137
Principal Securities
Iowa
$7.68M 122,456 -18,117 -13%
PBF
138
Petix & Botte Financial
California
$7.68M 122,446 +14,355 +13%
SW
139
SMART Wealth
Nebraska
$7.65M 122,004 +16,729 +16%
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$7.52M 119,823 +7,560 +7%
AUB
141
Atlantic Union Bankshares
Virginia
$7.52M 119,810 +119,810 New
GFA
142
Gallagher Fiduciary Advisors
Illinois
$7.47M 119,055 +78,264 +192%
IAIM
143
International Assets Investment Management
Florida
$7.39M 117,819 +1,153 +1%
KWM
144
Kingsview Wealth Management
Oregon
$7.39M 117,721 +25,740 +28%
BPFA
145
Barnes Pettey Financial Advisors
Mississippi
$7.31M 116,496 -13,018 -10%
WIA
146
World Investment Advisors
California
$7.26M 115,789 +20,298 +21%
FFN
147
Focus Financial Network
Minnesota
$7.21M 114,863 +8,391 +8%
HAS
148
HBW Advisory Services
California
$7.13M 113,678 +809 +0.7%
KA
149
Kovack Advisors
Florida
$7.05M 112,340 -6,277 -5%
FTS
150
Fifth Third Securities
Ohio
$7.03M 112,087 -289,901 -72%
4 5
6
7 8