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
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership90,465 shares
Latest Disclosed Value $ 6,176,941
Mutual Advisors, LLC reports 5.19% increase in ownership of RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 90,465 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) valued at $6,176,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 85,999 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF. This represents a change in shares of 5.19% during the quarter. The current value of the position is $6,961,282 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)
2026-05-01 2026-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 90,465 4,466 5.19 6,177 3.38 0.1322
2026-02-02 2025-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 85,999 13,237 18.19 5,974 21.87 0.1280
2025-11-04 2025-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 72,762 10,042 16.01 4,903 21.55 0.1080
2025-07-28 2025-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 62,720 7,239 13.05 4,034 28.24 0.1007
2025-04-28 2025-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 55,481 2,930 5.58 3,145 -3.26 0.0900
2025-01-17 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 52,551 767 1.48 3,252 5.55 0.0941
2024-10-25 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 51,784 -1,520 -2.85 3,081 0.13 0.0900
2024-07-30 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 53,304 9,310 21.16 3,076 24.48 0.0929
2024-05-02 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 43,994 -8,065 -15.49 2,471 -8.11 0.0793
2024-01-12 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 52,059 -3,074 -5.58 2,690 6.16 0.0936
2023-11-13 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 55,133 -1,170 -2.08 2,533 -4.45 0.0988
2023-07-31 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 56,303 -4,725 -7.74 2,652 -3.18 0.1006
2023-04-11 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 61,028 -1,266 -2.03 2,738 0.11 0.1123
2023-01-12 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 62,294 -4,418 -6.62 2,736 5.44 0.1224
2022-11-03 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 66,712 951 1.45 2,594 -3.60 0.1335
2022-08-15 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 65,761 725 1.11 2,691 -15.56 0.1782
2022-05-09 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 65,036 2,709 4.35 3,187 -1.27 0.1784
2022-02-14 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 62,327 24,103 63.06 3,228 77.95 0.1708
2021-11-15 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 38,224 23,217 154.71 1,814 151.60 0.1073
2021-08-12 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 15,007 9,163 156.79 721 171.05 0.0428
2021-05-13 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 5,844 435 8.04 266 23.15 0.0182
2021-02-11 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 5,409 5,409 216 0.0160
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.