RDVY icon

First Trust Rising Dividend Achievers ETF

666 hedge funds and large institutions have $12.5B invested in First Trust Rising Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 356 increasing their positions, 175 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$153M
2 +$110M
3 +$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$9.1M
WAP
127
Wealthcare Advisory Partners
Pennsylvania
$9.06M
SW
128
SMART Wealth
Nebraska
$8.97M
PAG
129
Private Advisory Group
Washington
$8.96M
FHA
130
Flagship Harbor Advisors
Massachusetts
$8.87M
CHC
131
City Holding Co
West Virginia
$8.86M
PS
132
Principal Securities
Iowa
$8.83M
AWE
133
Avidian Wealth Enterprises
Texas
$8.76M
BCI
134
Brinker Capital Investments
Pennsylvania
$8.76M
SFG
135
Sovereign Financial Group
Connecticut
$8.75M
KWM
136
Kingsview Wealth Management
Oregon
$8.74M
FF
137
Fairway Financial
Florida
$8.66M
DC
138
Davenport & Co
Virginia
$8.62M
EFG
139
Ethos Financial Group
Pennsylvania
$8.41M
FFN
140
Focus Financial Network
Minnesota
$8.31M
CL
141
CLG LLC
California
$8.25M
BPFA
142
Barnes Pettey Financial Advisors
Mississippi
$8.24M
WIA
143
World Investment Advisors
California
$8.13M
CAS
144
Coppell Advisory Solutions
Texas
$8.11M
SG
145
StoneX Group
New York
$8.03M
GFA
146
Gallagher Fiduciary Advisors
Illinois
$8.02M
Comerica Bank
147
Comerica Bank
Texas
$7.94M
I
148
INVST
Indiana
$7.87M
USCWA
149
U.S. Capital Wealth Advisors
Texas
$7.77M
GWP
150
Gateway Wealth Partners
Wisconsin
$7.67M