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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 %
USCWA
126
U.S. Capital Wealth Advisors
Texas
$7.61M +$38.4K +656 +0.5%
CWM
127
Cornerstone Wealth Management
Missouri
$7.6M +$567K +9,689 +8%
BPFA
128
Barnes Pettey Financial Advisors
Mississippi
$7.58M +$569K +9,720 +8%
WFS
129
Weitzel Financial Services
Iowa
$7.55M -$720K -12,882 -9%
RW
130
Rockport Wealth
Ohio
$7.34M +$422K +7,209 +6%
FF
131
Fairway Financial
Florida
$7.33M +$118K +2,017 +2%
Comerica Bank
132
Comerica Bank
Texas
$7.29M +$653K +11,148 +10%
DWM
133
Denver Wealth Management
Colorado
$7.24M -$30.2K -516 -0.4%
SFG
134
Sovereign Financial Group
Connecticut
$7.21M +$328K +5,608 +5%
IF
135
Integrity Financial
Wyoming
$7.05M +$71.5K +1,222 +1%
PIS
136
POM Investment Strategies
North Carolina
$7M -$970K -16,575 -12%
FHA
137
Flagship Harbor Advisors
Massachusetts
$6.99M +$1.72M +29,321 +33%
TGAM
138
TBH Global Asset Management
Tennessee
$6.96M +$4.52M +77,146 +185%
KA
139
Kovack Advisors
Florida
$6.94M +$298K +5,097 +4%
DC
140
Davenport & Co
Virginia
$6.86M +$1.09M +18,608 +19%
IAIM
141
International Assets Investment Management
Florida
$6.83M -$40.6K -694 -0.6%
CHC
142
City Holding Co
West Virginia
$6.74M +$678K +11,587 +11%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$6.64M +$2.35M +40,112 +55%
CCA
144
Cooper Capital Advisors
California
$6.62M +$1.48M +25,310 +29%
SG
145
StoneX Group
New York
$6.61M -$48K -820 -0.7%
HAS
146
HBW Advisory Services
California
$6.61M +$549K +9,374 +9%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$6.6M +$2.06M +35,121 +45%
SWM
148
StoneCrest Wealth Management
Arizona
$6.6M +$6.6M +112,775 New
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$6.57M +$1.46M +24,856 +28%
PBF
150
Petix & Botte Financial
California
$6.33M +$1.43M +24,421 +29%
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