First Trust Rising Dividend Achievers ETF
RDVY
757 hedge funds and large institutions have $14.2B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 372 increasing their positions, 180 reducing their positions, and 27 closing their positions.
356% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 27
107% more repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 180
26% more funds holding in top 10
Funds holding in top 10: 65 → 82 (+17)
13% more capital invested
Capital invested by funds: $12.5B → $14.2B (+$1.69B)
13% more funds holding
Funds holding: 672 → 757 (+85)
0.65% more ownership
Funds ownership: 73.81% → 74.47% (+0.65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$198M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$85.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$73.2M |
| 4 |
Morgan Stanley
New York
|
+$63.9M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$46.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$73.3M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$27.8M |
| 3 |
IWA
Integrity Wealth Advisors
Ventura,
California
|
-$18.4M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$16.4M |
| 5 |
GWSG
GPS Wealth Strategies Group
Centennial,
Colorado
|
-$14.4M |
RDVY Hedge Fund Activity: Q4 2025 in Review
757 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in First Trust Rising Dividend Achievers ETF (RDVY) for Q4 2025, worth a combined $14.2B — up 13% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new RDVY positions and 27 closed out — a net gain of 96 holders — while 372 added to existing stakes and 180 trimmed.
The largest buyer was LPL Financial, adding an estimated $198M. The largest seller was JP Morgan Chase, cutting an estimated $73.3M.
- 757 institutional investors held First Trust Rising Dividend Achievers ETF (RDVY) as of Q4 2025, up from 672 in Q3 2025.
- Funds reported $14.2B of First Trust Rising Dividend Achievers ETF stock for Q4 2025, up 13% quarter-over-quarter.
- 123 funds opened new First Trust Rising Dividend Achievers ETF positions in Q4 2025 and 27 closed out, a net change of +96 holders.
- The largest First Trust Rising Dividend Achievers ETF buyer in Q4 2025 was LPL Financial, an estimated $198M added.
- The largest First Trust Rising Dividend Achievers ETF seller in Q4 2025 was JP Morgan Chase, an estimated $73.3M sold.
Based on aggregated 13F filings for Q4 2025.