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
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership226,612 shares
Latest Disclosed Value $ 15,473,102
Level Four Advisory Services, Llc reports 33.64% increase in ownership of RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 226,612 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) valued at $15,473,067 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 169,568 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF. This represents a change in shares of 33.64% during the quarter. The current value of the position is $17,242,907 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)
2026-05-14 2026-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 226,612 57,044 33.64 15,473 31.36 0.5079
2026-02-13 2025-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 169,568 12,131 7.71 11,780 11.24 0.3854
2025-11-12 2025-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 157,437 50,434 47.13 10,589 57.74 0.3626
2025-08-13 2025-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 107,003 7,656 7.71 6,713 15.44 0.2474
2025-05-14 2025-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 99,347 56,830 133.66 5,816 131.30 0.2392
2025-02-12 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 42,517 -3,928 -8.46 2,514 -8.32 0.1028
2024-11-14 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 46,445 -411 -0.88 2,742 6.90 0.1154
2024-08-09 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 46,856 -26,758 -36.35 2,565 -32.55 0.1156
2024-05-13 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 73,614 0 0.00 3,804 0.00 0.2090
2024-02-08 2023-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 73,614 -14,077 -16.05 3,804 -5.61 0.2134
2023-11-13 2023-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 87,691 1,999 2.33 4,029 -0.17 0.2598
2023-07-10 2023-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 85,692 42,570 98.72 4,036 108.69 0.2425
2023-06-05 2023-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 43,122 21,424 98.74 1,935 103.15 0.1269
2023-02-13 2022-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 21,698 8,522 64.68 953 85.94 0.0707
2022-11-07 2022-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 13,176 629 5.01 512 -0.19 0.0498
2022-08-08 2022-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 12,547 786 6.68 513 -10.94 0.0484
2022-05-10 2022-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 11,761 1,463 14.21 576 8.07 0.0451
2022-02-11 2021-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 10,298 10,298 533 0.0406
2021-10-12 2021-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 0 -119,375 -100.00 0 -100.00
2021-08-09 2021-06-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 119,375 119,375 5,735 0.3966
2021-05-10 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 0 -8,057 -100.00 0 -100.00
2021-02-10 2020-12-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 8,057 0 0.00 322 21.97 0.0258
2020-11-02 2020-09-30 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 8,057 1,000 14.17 264 21.10 0.0203
2020-08-17 2020-06-30 13F/A-1 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 7,057 7,057 218 0.0169
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.