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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 %
AWM
201
AE Wealth Management
Kansas
$4.21M +$1.5M +25,702 +56%
FAIM
202
Financial Advocates Investment Management
Washington
$4.19M -$27.6K -471 -0.7%
HIIFS
203
Harel Insurance Investments & Financial Services
Israel
$4.04M -$56.8K -970 -1%
HCWM
204
Hidden Cove Wealth Management
Washington
$4.02M -$155K -2,649 -4%
NS
205
NBC Securities
Alabama
$4.01M +$4.01M +68,516 +100,759%
AI
206
Arvest Investments
Arkansas
$4.01M +$922K +15,756 +30%
EF
207
Envision Financial
Wisconsin
$4.01M +$548K +9,353 +16%
CW
208
CreativeOne Wealth
Kansas
$3.98M +$1.16M +19,813 +41%
IA
209
IFP Advisors
Florida
$3.95M -$399K -6,817 -9%
PWM
210
Perigon Wealth Management
California
$3.95M +$41.9K +715 +1%
HIS
211
Harvest Investment Services
Illinois
$3.89M -$141K -2,412 -4%
PWS
212
Proactive Wealth Strategies
Georgia
$3.86M -$15.9K -272 -0.4%
AssetMark Inc
213
AssetMark Inc
California
$3.8M +$3.36M +57,404 +773%
AAS
214
Asset Allocation Strategies
Michigan
$3.61M -$772K -13,181 -18%
MWM
215
Mattern Wealth Management
Kansas
$3.59M – – –
BCA
216
Bay Colony Advisors
Massachusetts
$3.59M +$94.1K +1,622 +3%
FAM
217
Flaharty Asset Management
Florida
$3.57M +$2.16M +36,832 +152%
MYIA
218
Mount Yale Investment Advisors
Colorado
$3.55M -$33K -563 -0.9%
BBA
219
Braun-Bostich & Associates
Pennsylvania
$3.55M -$40.7K -695 -1%
SEA
220
Stegent Equity Advisors
Texas
$3.54M -$513K -8,761 -13%
CAAS
221
Capital Asset Advisory Services
Michigan
$3.53M -$125K -2,113 -3%
GWP
222
Gateway Wealth Partners
Wisconsin
$3.53M +$370K +6,313 +12%
Citadel Advisors
223
Citadel Advisors
Florida
$3.51M +$447K +7,638 +15%
FA
224
Flagstar Advisors
New York
$3.5M +$11.8K +202 +0.3%
AWM
225
Accel Wealth Management
Iowa
$3.49M +$627K +10,716 +22%
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9
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