First Trust Rising Dividend Achievers ETF
RDVY
647 hedge funds and large institutions have $9.76B invested in First Trust Rising Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 342 increasing their positions, 181 reducing their positions, and 45 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 181
13% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 45
6% more capital invested
Capital invested by funds: $9.2B → $9.76B (+$563M)
3% more funds holding in top 10
Funds holding in top 10: 73 → 75 (+2)
0.51% more ownership
Funds ownership: 72.8% → 73.31% (+0.51%)
1% less funds holding
Funds holding: 653 → 647 (-6)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $33K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$145M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$59M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$42.9M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$36.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$15.4M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$15M |
| 3 |
ACA
Aspire Capital Advisors
Seattle,
Washington
|
-$12.4M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$9.22M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$5.91M |
RDVY Hedge Fund Activity: Q1 2025 in Review
647 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q1 2025, worth a combined $9.76B — up 6.1% from $9.2B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new RDVY positions and 45 closed out — a net gain of 6 holders — while 342 added to existing stakes and 181 trimmed.
The largest buyer was LPL Financial, adding an estimated $145M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $15.4M sold.
- 647 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q1 2025, down from 653 in Q4 2024.
- Funds reported $9.76B of First Trust Rising Dividend Achievers ETF stock for Q1 2025, up 6.1% quarter-over-quarter.
- 51 funds opened new First Trust Rising Dividend Achievers ETF positions in Q1 2025 and 45 closed out, a net change of +6 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q1 2025 was LPL Financial, an estimated $145M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $15.4M sold.
Based on aggregated 13F filings for Q1 2025.