First Trust 交易所交易基金 VI - First Trust Rising Dividend Achievers ETF
US ˙ NasdaqGM ˙ US33738R5063

SecurityRDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
InstitutionAccel Wealth Management
Latest Disclosed Ownership114,647 shares
Latest Disclosed Value $ 7,828,114
Accel Wealth Management reports 16.62% increase in ownership of RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF

On April 8, 2026 - Accel Wealth Management filed a 13F-HR form disclosing ownership of 114,647 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) valued at $7,828,097 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 98,304 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF. This represents a change in shares of 16.62% during the quarter. The current value of the position is $8,822,087 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 114,647 16,343 16.62 7,828 14.63 2.0420
2026-01-20 2025-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 98,304 10,020 11.35 6,829 15.02 1.8678
2025-10-08 2025-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 88,284 26,625 43.18 5,938 53.49 1.7272
2025-07-22 2025-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 61,659 2,036 3.41 3,869 10.83 1.2912
2025-04-10 2025-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 59,623 10,716 21.91 3,490 20.68 1.2616
2025-01-21 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 48,907 3,362 7.38 2,892 7.27 1.0967
2024-10-15 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 45,545 1,301 2.94 2,697 11.31 1.0041
2024-07-12 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 44,244 1,881 4.44 2,422 1.81 0.9695
2024-04-19 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 42,363 2,773 7.00 2,380 16.33 1.0098
2024-01-18 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 39,590 80 0.20 2,046 12.67 1.0272
2023-10-19 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 39,510 4 0.01 1,815 -2.42 1.0113
2023-07-24 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 39,506 -62 -0.16 1,861 4.79 1.0243
2023-04-20 2023-03-31 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 39,568 -1,724 -4.18 1,775 -2.10 0.7259
2023-01-26 2022-12-31 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 41,292 -3,901 -8.63 1,814 -3.72 0.8679
2022-10-12 2022-09-30 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 45,193 201 0.45 1,883 0.16 1.0055
2022-08-03 2022-06-30 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 44,992 1,755 4.06 1,880 -10.86 1.0792
2022-04-29 2022-03-31 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 43,237 5,177 13.60 2,109 7.00 1.0899
2022-01-18 2021-12-31 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 38,060 12,832 50.86 1,971 64.52 0.9663
2021-11-04 2021-09-30 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 25,228 2,131 9.23 1,198 7.93 0.7740
2021-08-03 2021-06-30 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 23,097 15,476 203.07 1,110 219.88 0.7358
2021-05-10 2021-03-31 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 7,621 6,367 507.74 347 594.00 0.2811
2021-01-27 2020-12-31 13F FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF RISNG DIVD ACHIV ETF 33738R506 1,254 1,254 50 0.0466
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.