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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

638 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, 206 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
8.56%
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
206
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$1.62B
2
Ameriprise
Ameriprise
Minnesota
$443M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$272M
4
Mariner
Mariner
Kansas
$69.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$249M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$61.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$361M
3
FTS
Fifth Third Securities
Ohio
$7.03M
4
Osaic Holdings
Osaic Holdings
Arizona
$167M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
151
Huntleigh Advisors
Missouri
$6.81M +$1.02M +16,221 +18%
RWA
152
Redhawk Wealth Advisors
Minnesota
$6.8M -$2.38M -37,991 -26%
LFAS
153
Level Four Advisory Services
Texas
$6.71M +$480K +7,656 +8%
HAM
154
Hickory Asset Management
Ohio
$6.71M +$233K +3,709 +4%
FFC
155
Frederick Financial Consultants
Maryland
$6.67M +$99.1K +1,579 +2%
EFG
156
Elios Financial Group
Ohio
$6.64M -$68.7K -1,095 -1%
SG
157
StoneX Group
New York
$6.62M -$461K -7,350 -7%
CAS
158
Coppell Advisory Solutions
Texas
$6.62M +$4.04M +64,785 +157%
GWP
159
Gateway Wealth Partners
Wisconsin
$6.51M +$2.73M +43,510 +72%
SWM
160
StoneCrest Wealth Management
Arizona
$6.5M -$580K -9,252 -8%
PWMAG
161
Pinnacle Wealth Management Advisory Group
New Jersey
$6.49M +$195K +3,104 +3%
BCI
162
Brinker Capital Investments
Pennsylvania
$6.48M +$913K +14,553 +16%
TCWM
163
Total Clarity Wealth Management
Illinois
$6.46M +$363K +5,787 +6%
NA
164
Nestegg Advisors
New York
$6.39M +$264K +4,205 +4%
GPW
165
Genesis Private Wealth
Virginia
$6.38M +$186K +2,972 +3%
CAM
166
Cozad Asset Management
Illinois
$6.21M +$586K +9,344 +10%
HA
167
HFG Advisors
Ohio
$6.2M +$75.2K +1,199 +1%
CPRC
168
Consolidated Portfolio Review Corp
New York
$6.18M -$6.96K -111 -0.1%
SI
169
Stephens Inc
Arkansas
$6.16M +$214K +3,415 +4%
LWP
170
LeClair Wealth Partners
Ohio
$6.07M -$713K -11,362 -11%
EE
171
EWG Elevate
California
$6.04M +$230K +3,670 +4%
CCA
172
Cottonwood Capital Advisors
Utah
$5.82M -$135K -2,148 -2%
BCM
173
Brookstone Capital Management
Illinois
$5.7M +$2.78M +44,335 +95%
OIA
174
OneDigital Investment Advisors
Kansas
$5.52M +$379K +6,040 +7%
USCWA
175
U.S. Capital Wealth Advisors
Texas
$5.52M -$2.63M -41,975 -32%
5 6
7
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