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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$66.32 +0.25 (+0.38%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY)

Number of
Institutional Buyers
(last 12 months)
541
Total
Institutional Inflows
(last 12 months)
$3.27B
Number of
Institutional Sellers
(last 12 months)
323
Total
Institutional Outflows
(last 12 months)
$829.34M
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Skip Chart & View Institutional Buying and Selling Data

RDVY Institutional Buying and Selling by Quarter

First Trust Rising Dividend Achievers ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/12/2025 Valeo Financial Advisors LLC17,473$1.10M0.0%N/A0.007%
9/11/2025 Milestones Private Investment Advisors LLC20,657$1.30M1.0%N/A0.008%
9/4/2025 Osaic Holdings Inc.3,240,145$203.19M0.4%+6.8%1.328%
8/29/2025 Evolution Wealth Management Inc.6,107$383K0.5%N/A0.003%
8/29/2025 Centaurus Financial Inc.9,765$613K0.0%+26.3%0.004%
8/27/2025 Orion Porfolio Solutions LLC103,233$6.48M0.1%+16.4%0.042%
8/26/2025 Thrivent Financial for Lutherans35,116$2.20M0.0%-53.3%0.014%
8/26/2025 Claris Financial LLC40,211$2.52M1.9%-4.1%0.016%
8/20/2025 Coppell Advisory Solutions LLC106,077$6.62M0.8%+156.9%0.043%
8/19/2025 B. Riley Wealth Advisors Inc.8,997$564K0.0%N/A0.004%
8/19/2025 Newbridge Financial Services Group Inc.4,460$280K0.0%+346.0%0.002%
8/19/2025 Advisory Services Network LLC25,869$1.64M0.0%-7.7%0.011%
8/18/2025 N.E.W. Advisory Services LLC22,020$1.38M0.1%-88.7%0.009%
8/18/2025 Geneos Wealth Management Inc.266,237$16.70M0.4%+96.6%0.109%
8/18/2025 Kestra Investment Management LLC3,517$221K0.0%N/A0.001%
8/15/2025 First Heartland Consultants Inc.364,470$22.87M2.0%+26.7%0.149%
8/15/2025 Asset Allocation Strategies LLC55,405$3.48M0.7%-10.1%0.023%
8/15/2025 Corient Private Wealth LLC7,843$492K0.0%N/A0.003%
8/15/2025 Equitable Holdings Inc.1,018,270$63.89M0.5%+5.6%0.417%
8/15/2025 Florida Financial Advisors LLC4,353$275K0.1%+8.7%0.002%
8/15/2025 Captrust Financial Advisors14,110$885K0.0%+41.6%0.006%
8/15/2025 Visionary Wealth Advisors78,142$4.90M0.3%+31.1%0.032%
8/15/2025 Snowden Capital Advisors LLC32,708$2.05M0.1%-2.6%0.013%
8/15/2025 Orion Porfolio Solutions LLC103,233$6.48M0.0%+16.4%0.042%
8/15/2025 MML Investors Services LLC1,358,900$85.26M0.2%+7.0%0.557%
8/15/2025 Modern Wealth Management LLC56,241$3.53M0.1%+5.6%0.023%
8/15/2025 IHT Wealth Management LLC236,612$14.85M0.4%+1.6%0.097%
8/15/2025 Great Valley Advisor Group Inc.60,375$3.79M0.1%+54.6%0.025%
8/15/2025 Gallagher Fiduciary Advisors LLC119,055$7.47M0.0%+191.9%0.049%
8/15/2025 Garden State Investment Advisory Services LLC7,495$470K0.1%-14.0%0.003%
8/15/2025 EP Wealth Advisors LLC1,633$102K0.0%N/A0.001%
8/15/2025 Benjamin Edwards Inc.367,052$23.03M0.3%+12.5%0.150%
8/15/2025 BNP Paribas Financial Markets58,408$3.67M0.0%+176.0%0.024%
8/15/2025 Bank of America Corp DE6,537,057$410.14M0.0%+4.1%2.679%
8/15/2025 Ameriprise Financial Inc.7,074,097$442.53M0.1%+15.7%2.899%
8/14/2025 CLG LLC190,128$11.93M3.7%-17.6%0.078%
8/14/2025 Florida Financial Advisors LLC4,353$275K0.2%+8.7%0.002%
8/14/2025 Jane Street Group LLC28,113$1.76M0.0%+151.0%0.012%
8/14/2025 Ausdal Financial Partners Inc.79,960$5.02M0.3%+11.1%0.033%
8/14/2025 Raymond James Financial Inc.11,201,473$702.78M0.2%+1.8%4.591%
8/14/2025 Darwin Wealth Management LLC22,844$1.43M0.5%N/A0.009%
8/14/2025 Betterment LLC48,475$3.04M0.0%+19.4%0.020%
8/14/2025 Main Street Financial Solutions LLC56,561$3.55M0.3%-0.8%0.023%
8/14/2025 NewEdge Advisors LLC931,960$58.47M0.3%+3.8%0.382%
8/14/2025 Qube Research & Technologies Ltd1,021$64K0.0%-99.1%0.000%
8/14/2025 Certuity LLC25,102$1.58M0.1%+561.8%0.010%
8/14/2025 Marshall Investment Management LLC5,256$330K1.6%-96.1%0.002%
8/14/2025 Acorn Wealth Advisors LLC3,648$229K0.1%N/A0.001%
8/14/2025 Cary Street Partners Financial LLC27,483$1.72M0.0%-1.1%0.011%
8/14/2025 Cerity Partners LLC5,657$355K0.0%+38.1%0.002%
8/13/2025 Per Stirling Capital Management LLC.145,728$9.14M1.2%+2.6%0.060%
8/13/2025 Rockport Wealth LLC87,291$5.48M1.3%-30.4%0.036%
8/13/2025 Victory Financial Group LLC11,898$746K0.1%-12.7%0.005%
8/13/2025 StoneX Group Inc.105,582$6.62M0.3%-6.5%0.043%
8/13/2025 Cresset Asset Management LLC23,579$1.48M0.0%+2.5%0.010%
8/13/2025 Proactive Wealth Strategies LLC63,974$4.01M1.9%-3.0%0.026%
8/13/2025 Gateway Wealth Partners LLC103,766$6.51M1.2%+72.2%0.043%
8/13/2025 Brown Advisory Inc.24,574$1.54M0.0%+1.2%0.010%
8/13/2025 Baird Financial Group Inc.906,359$56.87M0.1%+4.5%0.371%
8/13/2025 First Trust Advisors LP23,934$1.50M0.0%+104.0%0.010%
8/13/2025 EverSource Wealth Advisors LLC10,604$665K0.0%+123.3%0.004%
8/13/2025 CW Advisors LLC196,566$12.33M0.1%N/A0.081%
8/13/2025 Elios Financial Group Inc.105,859$6.64M3.0%-1.0%0.043%
8/13/2025 Twin Peaks Wealth Advisors LLC33,621$2.18M0.7%+5.7%0.014%
8/13/2025 WCG Wealth Advisors LLC17,023$1.07M0.1%-7.8%0.007%
8/13/2025 Beacon Pointe Advisors LLC19,696$1.24M0.0%-2.2%0.008%
8/13/2025 Smith Moore & CO.173,000$10.85M0.9%+80.8%0.071%
8/13/2025 VestGen Advisors LLC372,731$23.39M0.9%+0.3%0.153%
8/13/2025 Legacy Capital Wealth Partners LLC158,580$9.53M2.0%-5.1%0.065%
8/13/2025 Denver Wealth Management Inc.146,810$9.21M3.8%+18.7%0.060%
8/13/2025 Level Four Advisory Services LLC107,003$6.71M0.2%+7.7%0.044%
8/13/2025 Northwestern Mutual Wealth Management Co.2,438,734$153.01M0.1%+3.8%0.999%
8/13/2025 Elevation Point Wealth Partners LLC65,483$4.11M0.3%+8.0%0.027%
8/13/2025 Choreo LLC11,026$692K0.0%+11.9%0.005%
8/13/2025 Russell Investments Group Ltd.1,027$64K0.0%-75.7%0.000%
8/13/2025 Maia Wealth LLC11,306$709K0.1%-14.3%0.005%
8/12/2025 Richmond Investment Services LLC31,118$1.95M0.4%+51.1%0.013%
8/12/2025 J.W. Cole Advisors Inc.87,090$5.46M0.1%+1.9%0.036%
8/12/2025 Financial Advocates Investment Management69,579$4.37M0.4%-2.7%0.029%
8/12/2025 Spectrum Wealth Advisory Group LLC296,274$18.59M8.6%+1.0%0.121%
8/12/2025 Steward Partners Investment Advisory LLC541,777$33.99M0.3%+2.8%0.222%
8/12/2025 Weitzel Financial Services Inc.140,311$8.98M3.8%+3.8%0.058%
8/12/2025 Jaffetilchin Investment Partners LLC76,570$4.80M0.3%+55.9%0.031%
8/12/2025 Insigneo Advisory Services LLC19,793$1.24M0.1%-1.9%0.008%
8/12/2025 CreativeOne Wealth LLC78,417$4.92M0.1%+15.3%0.032%
8/12/2025 Global Retirement Partners LLC185,356$11.63M0.3%N/A0.076%
8/12/2025 Intellus Advisors LLC325,463$20.42M3.0%+3.5%0.133%
8/12/2025 Forum Private Client Group LLC3,220$202K0.1%-6.0%0.001%
8/12/2025 Titleist Asset Management LLC76,458$4.80M0.5%+2.6%0.031%
8/12/2025 Barnes Pettey Financial Advisors LLC116,496$7.31M4.9%-10.1%0.048%
8/12/2025 WealthBridge Capital Management LLC28,377$1.78M0.5%+8.2%0.012%
8/12/2025 Northeast Planning Associates INC. NH37,095$2.33M2.1%+1.8%0.015%
8/12/2025 Cozad Asset Management Inc.98,944$6.21M0.5%+10.4%0.041%
8/12/2025 MAI Capital Management16,748$1.05M0.0%-23.6%0.007%
8/12/2025 JPMorgan Chase & Co.981,307$61.57M0.0%-30.4%0.402%
8/12/2025 Wisconsin Wealth Advisors LLC56,755$3.56M4.1%+6.3%0.023%
8/12/2025 PKS Advisory Services LLC28,333$1.78M0.4%+9.7%0.012%
8/12/2025 GDS Wealth Management3,193$200K0.0%N/A0.001%
8/11/2025 Perennial Investment Advisors LLC388,880$24.40M2.4%+14.9%0.159%
8/11/2025 Purus Wealth Management LLC50,018$3.14M1.1%-0.6%0.020%
(Data available from 1/1/2016 forward)

RDVY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RDVY shares?

During the previous two years, 724 institutional investors and hedge funds held shares of First Trust Rising Dividend Achievers ETF. The most heavily invested institutionals were LPL Financial LLC ($1.39B), Raymond James Financial Inc. ($702.78M), Morgan Stanley ($597.15M), Wells Fargo & Company MN ($532.76M), Ameriprise Financial Inc. ($442.53M), Bank of America Corp DE ($410.14M), and Raymond James Financial Services Advisors Inc. ($376.28M).Learn more on First Trust Rising Dividend Achievers ETF's institutional investors.

Which institutional investors have been buying First Trust Rising Dividend Achievers ETF's stock?

Of the 654 institutional investors that purchased First Trust Rising Dividend Achievers ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($13.22M), Raymond James Financial Inc. ($11.20M), LPL Financial LLC ($5.69M), Global Assets Advisory LLC ($4.35M), Commonwealth Equity Services LLC ($3.21M), Ameriprise Financial Inc. ($2.56M), and Leigh Baldwin & CO. LLC ($2.29M).

How much institutional buying is happening at First Trust Rising Dividend Achievers ETF?

Institutional investors have bought a total of 54,954,435 shares in the last 24 months. This purchase volume represents approximately $3.27B in transactions.

Which of First Trust Rising Dividend Achievers ETF's major shareholders have been selling company stock?

Of the 323 institutional investors that sold First Trust Rising Dividend Achievers ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($6.69M), JPMorgan Chase & Co. ($427.72K), Fifth Third Securities Inc. ($334.19K), Western Wealth Management LLC ($332.96K), Commonwealth Equity Services LLC ($319.04K), Atria Wealth Solutions Inc. ($291.69K), and Jaffetilchin Investment Partners LLC ($256.48K).

How much institutional selling is happening at First Trust Rising Dividend Achievers ETF?

Institutional investors have sold a total of 13,861,817 shares in the last 24 months. This volume of shares sold represents approximately $829.34M in transactions.


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This page (NASDAQ:RDVY) was last updated on 9/17/2025 by MarketBeat.com Staff
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