First Trust Rising Dividend Achievers ETF
RDVY
650 hedge funds and large institutions have $11B invested in First Trust Rising Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 319 increasing their positions, 210 reducing their positions, and 40 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 210
30% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 40
13% more capital invested
Capital invested by funds: $9.78B → $11B (+$1.24B)
1% more funds holding
Funds holding: 646 → 650 (+4)
0.12% more ownership
Funds ownership: 73.4% → 73.52% (+0.12%)
12% less funds holding in top 10
Funds holding in top 10: 75 → 66 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$130M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$56.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$53.4M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$36M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$25.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$18.8M |
| 3 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
-$17M |
| 4 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
-$10.4M |
| 5 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$10.2M |
RDVY Hedge Fund Activity: Q2 2025 in Review
650 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q2 2025, worth a combined $11B — up 13% from $9.78B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new RDVY positions and 40 closed out — a net gain of 12 holders — while 319 added to existing stakes and 210 trimmed.
The largest buyer was LPL Financial, adding an estimated $130M. The largest seller was JP Morgan Chase, cutting an estimated $25.2M.
- 650 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q2 2025, up from 646 in Q1 2025.
- Funds reported $11B of First Trust Rising Dividend Achievers ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 52 funds opened new First Trust Rising Dividend Achievers ETF positions in Q2 2025 and 40 closed out, a net change of +12 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q2 2025 was LPL Financial, an estimated $130M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q2 2025 was JP Morgan Chase, an estimated $25.2M sold.
Based on aggregated 13F filings for Q2 2025.