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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 %
LPL Financial
1
LPL Financial
California
$1.39B +$139M +2,379,430 +11%
Morgan Stanley
2
Morgan Stanley
New York
$979M +$28.1M +480,338 +3%
Raymond James Financial
3
Raymond James Financial
Florida
$644M +$56.9M +971,388 +10%
Wells Fargo
4
Wells Fargo
California
$558M +$30.1M +515,030 +6%
Bank of America
5
Bank of America
North Carolina
$368M +$41.3M +706,250 +13%
Ameriprise
6
Ameriprise
Minnesota
$357M -$1.12M -19,172 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$356M +$25.4M +434,447 +8%
UBS Group
8
UBS Group
Switzerland
$284M +$16.2M +276,698 +6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$206M +$6.91M +118,032 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$200M +$19.6M +334,330 +11%
Osaic Holdings
11
Osaic Holdings
Arizona
$178M +$23.9M +408,099 +16%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$158M +$13.9M +237,021 +10%
KAS
13
Kestra Advisory Services
Texas
$148M -$2.73M -46,578 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$142M +$9.83M +167,903 +7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$138M +$15.4M +263,604 +13%
Stifel Financial
16
Stifel Financial
Missouri
$126M +$23.1M +394,000 +22%
PAG
17
Private Advisor Group
New Jersey
$111M +$3.94M +67,296 +4%
HighTower Advisors
18
HighTower Advisors
Illinois
$88.9M +$11.6M +198,677 +15%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$82.5M -$1.49M -25,383 -2%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$74.8M +$5.37M +91,800 +8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$74.6M +$35.6M +607,354 +91%
MML Investors Services
22
MML Investors Services
Massachusetts
$74.3M +$14.8M +252,254 +25%
CAG
23
Csenge Advisory Group
Florida
$60.2M -$798K -14,602 -1%
Truist Financial
24
Truist Financial
North Carolina
$57M +$7.64M +130,447 +15%
EH
25
Equitable Holdings
New York
$56.5M +$2.22M +37,866 +4%
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