First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
MX ˙ BMV ˙ US33738R5063
SecurityMX:RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
InstitutionAtria Investments Llc
Latest Disclosed Ownership176,381 shares
Latest Disclosed Value $ 14,297,415
Atria Investments Llc reports 1.18% increase in ownership of RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF

On July 28, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 176,381 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (MX:RDVY) valued at $14,297,415 USD as of June 30, 2026. The entity filed a previous 13F-HR on May 5, 2026 disclosing 174,316 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF. This represents a change in shares of 1.18% during the quarter.

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)
2026-07-28 2026-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 176,381 2,065 1.18 14,297 20.12 0.1432
2026-05-05 2026-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 174,316 -14,737 -7.80 11,902 -9.37 0.1332
2026-02-05 2025-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 189,053 -4,372 -2.26 13,134 0.95 0.1493
2025-11-06 2025-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 193,425 12,843 7.11 13,010 14.83 0.1487
2025-08-04 2025-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 180,582 101,107 127.22 11,330 143.53 0.1338
2025-05-06 2025-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 79,475 16,341 25.88 4,652 24.62 0.0596
2025-02-06 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 63,134 3,581 6.01 3,734 5.87 0.0465
2024-11-01 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 59,553 -22,881 -27.76 3,526 -21.87 0.0438
2024-08-13 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 82,434 -15,223 -15.59 4,513 -17.72 0.0584
2024-05-21 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 97,657 21,379 28.03 5,485 39.18 0.0755
2024-02-14 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 76,278 -18,977 -19.92 3,941 -9.96 0.0610
2023-11-07 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 95,255 4,185 4.60 4,377 2.05 0.0780
2023-08-04 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 91,070 -6,709 -6.86 4,289 -2.23 0.0774
2023-05-10 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 97,779 4,219 4.51 4,387 6.77 0.0830
2023-01-31 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 93,560 -6,512 -6.51 4,109 5.60 0.0842
2022-11-01 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 100,072 -382 -0.38 3,891 -5.35 0.0859
2022-08-11 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 100,454 27,579 37.84 4,111 15.12 0.0862
2022-05-02 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 72,875 33,451 84.85 3,571 74.88 0.0625
2022-02-04 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 39,424 4,204 11.94 2,042 22.13 0.0364
2021-11-16 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 35,220 11,935 51.26 1,672 49.42 0.0302
2021-08-10 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 23,285 23,285 1,119 0.0216
2020-05-15 2020-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 0 -186,398 -100.00 0 -100.00
2020-02-11 2019-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 186,398 186,398 6,688 0.1812
2019-11-14 2019-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 0 -202,411 -100.00 0 -100.00
2019-08-26 2019-06-30 13F/A-1 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 202,411 202,411 6,066 0.2262
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.