We are live on ! Find out more
RDVY icon

First Trust Rising Dividend Achievers ETF

752 hedge funds and large institutions have $14.3B invested in First Trust Rising Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 373 increasing their positions, 179 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

358% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 26

108% more repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 179

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

14% more capital invested

Capital invested by funds: $12.5B → $14.3B (+$1.76B)

12% more funds holding

Funds holding: 671752 (+81)

1.05% more ownership

Funds ownership: 73.81%74.86% (+1%)

Holders
752
Holders Change
+81
Holders Change %
+12.07%
% of All Funds
9.15%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
0.99%
New
119
Increased
373
Reduced
179
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.12B +$198M +2,907,770 +11%
Morgan Stanley
2
Morgan Stanley
New York
$1.4B +$63.9M +940,590 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$784M +$16.6M +243,585 +2%
Wells Fargo
4
Wells Fargo
California
$783M +$73.2M +1,076,558 +11%
Ameriprise
5
Ameriprise
Minnesota
$628M +$85.1M +1,251,752 +16%
Bank of America
6
Bank of America
North Carolina
$502M +$15.8M +232,940 +3%
UBS Group
7
UBS Group
Switzerland
$416M +$17.3M +254,241 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$386M +$2.5M +36,812 +0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$358M +$16.4M +241,114 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$328M +$38.7M +569,110 +14%
Osaic Holdings
11
Osaic Holdings
Arizona
$272M +$19.4M +284,759 +8%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$260M +$16.6M +243,551 +7%
KAS
13
Kestra Advisory Services
Texas
$191M +$7.79M +114,583 +4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$189M -$6.29M -92,540 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$188M +$7.98M +117,439 +5%
PAG
16
Private Advisor Group
New Jersey
$181M +$11.6M +170,009 +7%
Stifel Financial
17
Stifel Financial
Missouri
$172M +$5.39M +79,342 +3%
Corient Private Wealth
18
Corient Private Wealth
Florida
$164M +$77.3M +1,137,184 +93%
Truist Financial
19
Truist Financial
North Carolina
$113M +$2.26M +33,282 +2%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$109M +$28.2M +415,478 +36%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$104M +$3.94M +57,927 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$104M +$6.37M +93,664 +7%
BAM
23
Bellevue Asset Management
Washington
$102M +$136K +1,998 +1%
HighTower Advisors
24
HighTower Advisors
Illinois
$101M +$3.09M +45,418 +3%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$97.3M +$6.19M +91,006 +7%