RDVY icon

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 %
OWA
176
ORBA Wealth Advisors
Illinois
$5.26M +$600K +10,241 +13%
CAM
177
Cozad Asset Management
Illinois
$5.25M +$197K +3,371 +4%
SWM
178
Spire Wealth Management
Virginia
$5.24M +$118K +2,011 +2%
RA
179
RFG Advisory
Alabama
$5.24M +$648K +11,071 +14%
SSB
180
Sandy Spring Bank
Maryland
$5.22M +$2.51M +42,946 +93%
BCI
181
Brinker Capital Investments
Pennsylvania
$5.19M +$1.44M +24,548 +38%
OPS
182
Orion Portfolio Solutions
Nebraska
$5.19M +$1.44M +24,548 +38%
BWA
183
BlueChip Wealth Advisors
Georgia
$5.09M +$378K +6,465 +8%
JWCA
184
J.W. Cole Advisors
Florida
$5M +$865K +14,772 +21%
ACM
185
Advance Capital Management
Michigan
$4.92M -$83.3K -1,423 -2%
P
186
&Partners
Tennessee
$4.92M -$197K -3,354 -4%
FPWM
187
Five Pine Wealth Management
Idaho
$4.86M -$13.8K -235 -0.3%
OIA
188
OneDigital Investment Advisors
Kansas
$4.8M -$1.96M -33,498 -29%
AI
189
Atria Investments
North Carolina
$4.65M +$957K +16,341 +26%
Thrivent Financial for Lutherans
190
Thrivent Financial for Lutherans
Minnesota
$4.61M +$538K +8,784 +13%
AWM
191
Axxcess Wealth Management
California
$4.59M -$118K -2,014 -3%
LWA
192
Lineweaver Wealth Advisors
Ohio
$4.54M +$148K +2,526 +3%
GCA
193
Genesee Capital Advisors
New York
$4.5M -$136K -2,316 -3%
IIL
194
Insight Inv LLC
California
$4.38M +$885K +15,120 +25%
TAM
195
Titleist Asset Management
Texas
$4.36M +$436K +7,441 +11%
TA
196
TruWealth Advisors
Louisiana
$4.35M +$185K +3,156 +4%
CA
197
Claro Advisors
Massachusetts
$4.33M +$338K +5,773 +8%
CAC
198
Certified Advisory Corp
Florida
$4.25M +$770K +13,157 +22%
TSMHT
199
Thurston Springer Miller Herd & Titak
Indiana
$4.22M +$636K +10,868 +18%
AFP
200
Ausdal Financial Partners
Iowa
$4.21M +$2.08M +35,543 +98%
6 7
8
9 10