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First Trust Rising Dividend Achievers ETF
RDVY

671 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, 359 increasing their positions, 177 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 21

103% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 177

14% more capital invested

Capital invested by funds: $11B → $12.5B (+$1.53B)

3% more funds holding

Funds holding: 650 → 671 (+21)

0.29% more ownership

Funds ownership: 73.52% → 73.81% (+0.29%)

2% less funds holding in top 10

Funds holding in top 10: 66 → 65 (-1)

Holders
671
Holders Change
+21
Holders Change %
+3.23%
% of All Funds
8.81%
Holding in Top 10
65
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.52%
% of All Funds
0.85%
New
57
Increased
359
Reduced
177
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$153M
2
LPL Financial
LPL Financial
California
+$110M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$78.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$47.1M
5
Ameriprise
Ameriprise
Minnesota
+$46.5M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$41.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$15.4M
3
SPG
Strategic Planning Group
Utah
-$14.9M
4
BAS
Breakthru Advisory Services
Wisconsin
-$11.8M
5
Raymond James Financial
Raymond James Financial
Florida
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
151
U.S. Capital Wealth Advisors
Texas
$7.77M +$1.78M +27,494 +31%
GWP
152
Gateway Wealth Partners
Wisconsin
$7.67M +$665K +10,255 +10%
KA
153
Kovack Advisors
Florida
$7.6M +$42.7K +659 +0.6%
FFC
154
Frederick Financial Consultants
Maryland
$7.51M +$347K +5,350 +5%
HA
155
Huntleigh Advisors
Missouri
$7.48M +$174K +2,688 +2%
IAIM
156
International Assets Investment Management
Florida
$7.44M -$22.7K -350 -0.3%
CAM
157
Cozad Asset Management
Illinois
$7.27M +$596K +9,181 +9%
SI
158
Stephens Inc
Arkansas
$7.27M +$639K +9,852 +10%
RWA
159
Redhawk Wealth Advisors
Minnesota
$7.24M -$48.4K -746 -0.7%
TCWM
160
Total Clarity Wealth Management
Illinois
$7.21M +$274K +4,227 +4%
SWM
161
StoneCrest Wealth Management
Arizona
$7.15M +$184K +2,829 +3%
GPW
162
Genesis Private Wealth
Virginia
$7.04M +$186K +2,873 +3%
NA
163
Nestegg Advisors
New York
$6.98M +$133K +2,043 +2%
LWP
164
LeClair Wealth Partners
Ohio
$6.97M +$448K +6,913 +7%
PWMAG
165
Pinnacle Wealth Management Advisory Group
New Jersey
$6.9M -$53.3K -821 -0.8%
RDFA
166
Ritter Daniher Financial Advisory
Ohio
$6.85M +$6.61M +101,840 New
AFP
167
Ausdal Financial Partners
Iowa
$6.77M +$1.35M +20,765 +26%
HA
168
HFG Advisors
Ohio
$6.77M +$122K +1,877 +2%
RW
169
Rockport Wealth
Ohio
$6.72M +$823K +12,688 +15%
AMG
170
APS Management Group
California
$6.6M +$6.37M +98,149 New
GCWM
171
Guided Capital Wealth Management
Texas
$6.45M -$2.47M -38,078 -28%
VT
172
Vise Technologies
New York
$6.44M +$6.21M +95,776 New
CPRC
173
Consolidated Portfolio Review Corp
New York
$6.37M -$243K -3,745 -4%
TPA
174
Trivium Point Advisory
Connecticut
$6.32M +$3.46M +53,297 +131%
AWM
175
AE Wealth Management
Kansas
$6.28M +$1.52M +23,437 +33%
5 6
7
8 9

RDVY Hedge Fund Activity: Q3 2025 in Review

671 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q3 2025, worth a combined $12.5B — up 14% from $11B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new RDVY positions and 21 closed out — a net gain of 36 holders — while 359 added to existing stakes and 177 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $153M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $41.8M sold.

  • 671 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q3 2025, up from 650 in Q2 2025.
  • Funds reported $12.5B of First Trust Rising Dividend Achievers ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 57 funds opened new First Trust Rising Dividend Achievers ETF positions in Q3 2025 and 21 closed out, a net change of +36 holders.
  • The largest First Trust Rising Dividend Achievers ETF buyer in Q3 2025 was Morgan Stanley, an estimated $153M added.
  • The largest First Trust Rising Dividend Achievers ETF seller in Q3 2025 was Arax Advisory Partners, an estimated $41.8M sold.

Based on aggregated 13F filings for Q3 2025.