First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
US ˙ NasdaqGM ˙ US33738R5063

SecurityRDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership100,222 shares
Latest Disclosed Value $ 6,843,201
AE Wealth Management LLC reports 1.21% decrease in ownership of RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 100,222 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) valued at $6,843,158 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 101,454 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF. This represents a change in shares of -1.21% during the quarter. The current value of the position is $7,625,892 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)
2026-05-13 2026-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 100,222 -1,232 -1.21 6,843 -2.91 0.0011
2026-01-26 2025-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 101,454 8,043 8.61 7,048 12.19 0.0405
2025-11-03 2025-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 93,411 23,437 33.49 6,283 43.10 0.0400
2025-08-06 2025-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 69,974 -1,886 -2.62 4,390 4.37 0.0321
2025-05-06 2025-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 71,860 25,702 55.68 4,207 54.12 0.0354
2025-02-13 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 46,158 783 1.73 2,730 1.60 0.0232
2024-11-14 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 45,375 -37,129 -45.00 2,687 -40.54 0.0244
2024-08-12 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 82,504 -4,136 -4.77 4,517 -7.17 0.0452
2024-05-15 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 86,640 -218,182 -71.58 4,867 -69.01 0.0550
2024-02-14 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 304,822 87,216 40.08 15,701 57.03 0.0802
2023-10-11 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 217,606 52,596 31.87 9,999 28.67 0.0598
2023-07-10 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 165,010 -16,618 -9.15 7,772 -4.64 0.0467
2023-04-14 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 181,628 10,073 5.87 8,150 8.16 0.0524
2023-01-31 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 171,555 -272 -0.16 7,535 12.77 0.0545
2022-10-25 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 171,827 -46,749 -21.39 6,681 -25.30 0.0530
2022-08-03 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 218,576 -206,870 -48.62 8,944 -57.10 0.0716
2022-04-18 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 425,446 112,345 35.88 20,847 28.57 0.1430
2022-01-20 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 313,101 31,049 11.01 16,215 21.11 0.1131
2021-11-01 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 282,052 5,938 2.15 13,389 0.94 0.1103
2021-07-21 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 276,114 43,309 18.60 13,264 25.25 0.1158
2021-04-27 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 232,805 209,981 920.00 10,590 1,061.18 0.1069
2021-02-01 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 22,824 12,863 129.13 912 179.75 0.0103
2020-11-06 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 9,961 -9,292 -48.26 326 -45.12 0.0047
2020-08-05 2020-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 19,253 11,218 139.61 594 188.35 0.0092
2020-05-07 2020-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 8,035 -50,627 -86.30 206 -90.21 0.0047
2020-01-15 2019-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 58,662 58,662 2,105 0.0457
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.