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
InstitutionSpire Wealth Management
Latest Disclosed Ownership89,892 shares
Latest Disclosed Value $ 6,137,823
Spire Wealth Management reports 2.88% decrease in ownership of RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF

On April 22, 2026 - Spire Wealth Management filed a 13F-HR form disclosing ownership of 89,892 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) valued at $6,137,826 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 92,561 shares of First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF. This represents a change in shares of -2.88% during the quarter. The current value of the position is $6,791,341 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)
2026-04-22 2026-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 89,892 -2,669 -2.88 6,138 -4.56 0.1323
2026-01-14 2025-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 92,561 817 0.89 6,430 4.21 0.2153
2025-10-23 2025-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 91,744 4,120 4.70 6,171 12.24 0.2100
2025-08-04 2025-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 87,624 -1,917 -2.14 5,498 4.88 0.1975
2025-04-23 2025-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 89,541 2,011 2.30 5,242 1.26 0.1678
2025-01-24 2024-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 87,530 3,387 4.03 5,177 3.89 0.1608
2024-10-15 2024-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 84,143 3,598 4.47 4,982 13.00 0.1680
2024-07-31 2024-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 80,545 50,863 171.36 4,410 164.49 0.1556
2024-04-24 2024-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 29,682 -50,823 -63.13 1,667 -59.10 0.0303
2024-02-06 2023-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 80,505 -2,629 -3.16 4,077 6.73 0.1347
2023-11-08 2023-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 83,134 417 0.50 3,820 -1.95 0.1454
2023-08-09 2023-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 82,717 2,862 3.58 3,896 8.71 0.1438
2023-05-09 2023-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 79,855 47,690 148.27 3,583 358,200.00 0.1395
2023-02-03 2022-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 32,165 -46,220 -58.97 1 -99.97 0.0795
2022-11-07 2022-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 78,385 -6,160 -7.29 3,048 -11.91 0.1851
2022-07-22 2022-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 84,545 21,347 33.78 3,460 11.72 0.1426
2022-04-18 2022-03-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 63,198 -104,191 -62.24 3,097 -64.28 0.0829
2022-01-14 2021-12-31 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 167,389 75,828 82.82 8,669 99.75 0.1923
2021-10-22 2021-09-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 91,561 8,346 10.03 4,340 8.55 0.1150
2021-07-26 2021-06-30 13F FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 83,215 -23,097 -21.73 3,998 -14.88 0.1082
2021-05-21 2021-03-31 13F/A-1 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 106,312 106,312 4,697 0.1250
2021-05-07 2021-03-31 13F FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 10,608 10,608 483 0.0139
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.