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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$66.90 -0.41 (-0.61%)
Closing price 10/22/2025 04:00 PM Eastern
Extended Trading
$66.91 +0.01 (+0.01%)
As of 10/22/2025 04:38 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY)

Number of
Institutional Buyers
(last 12 months)
547
Total
Institutional Inflows
(last 12 months)
$2.83B
Number of
Institutional Sellers
(last 12 months)
323
Total
Institutional Outflows
(last 12 months)
$857.50M
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RDVY Institutional Buying and Selling by Quarter

First Trust Rising Dividend Achievers ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2025APS Management Group Inc.98,149$6.60M4.6%N/A0.038%
10/22/2025CoreCap Advisors LLC3,975$267K0.0%+28.6%0.002%
10/22/2025Cottonwood Capital Advisors LLC91,144$6.13M4.5%-1.7%0.035%
10/22/2025RFG Bristol Wealth Advisors LLC54,685$3.68M1.1%-5.6%0.021%
10/22/2025Gladstone Institutional Advisory LLC460,658$30.98M1.2%+102.6%0.178%
10/22/2025Geneos Wealth Management Inc.271,935$18.29M0.5%+2.1%0.105%
10/22/2025Milestones Private Investment Advisors LLC21,427$1.44M1.0%+3.7%0.008%
10/22/2025D.A. Davidson & CO.870,517$58.55M0.4%+1.9%0.336%
10/22/2025City Holding Co.131,741$8.86M1.1%+0.7%0.051%
10/22/2025Spreng Capital Management Inc.12,641$850K0.3%-1.7%0.005%
10/22/2025Daymark Wealth Partners LLC208,328$14.01M0.5%+9.8%0.080%
10/22/2025Centennial Wealth Advisory LLC47,778$3.21M0.9%+42.7%0.018%
10/22/2025Commonwealth Equity Services LLC5,518,630$371.18M0.5%-4.1%2.130%
10/21/2025 Woodward Diversified Capital LLC18,755$1.26M0.6%+8.7%0.007%
10/21/2025 Global Retirement Partners LLC180,676$12.15M0.3%-2.5%0.070%
10/21/2025 Altus Wealth Group LLC22,512$1.51M0.6%+4.2%0.009%
10/21/2025 Prepared Retirement Institute LLC12,630$849K0.4%+17.0%0.005%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,196$282K0.0%-64.9%0.002%
10/21/2025 Brookwood Investment Group LLC3,726$251K0.0%-31.8%0.001%
10/21/2025 SteelPeak Wealth LLC36,364$2.45M0.1%+7.2%0.014%
10/21/2025 Three Magnolias Financial Advisors LLC4,285$288K0.2%-9.9%0.002%
10/21/2025 Wagner Wealth Management LLC177,134$11.91M2.8%+0.1%0.069%
10/21/2025 Silver Oak Securities Incorporated258,506$17.39M1.3%+13.3%0.100%
10/21/2025 Goldstein Advisors LLC4,915$331K0.0%-5.0%0.002%
10/21/2025 GSG Advisors LLC172,060$11.56M3.1%+0.6%0.067%
10/21/2025 Mather Group LLC.466$31K0.0%N/A0.000%
10/21/2025 RVW Wealth LLC582,873$39.20M3.1%+0.8%0.225%
10/20/2025 Pinnacle Wealth Management Advisory Group LLC102,606$6.90M0.5%-0.8%0.040%
10/20/2025 DHJJ Financial Advisors Ltd.48,353$3.25M1.1%+185.4%0.019%
10/20/2025 Stonebridge Financial Group LLC10,159$683K0.1%+3.3%0.004%
10/20/2025 Chris Bulman Inc140,889$9.48M4.7%+65.2%0.054%
10/20/2025 Merit Financial Group LLC51,124$3.44M0.0%+8.4%0.020%
10/20/2025 Sequent Asset Management LLC13,656$919K0.4%+154.6%0.005%
10/20/2025 Forefront Wealth Partners LLC42,499$2.86M0.7%N/A0.016%
10/20/2025 Ergawealth Advisors Inc.173,824$11.69M5.4%-36.0%0.067%
10/20/2025 Continuum Advisory LLC13,354$898K0.1%+4.6%0.005%
10/17/2025 Retireful LLC18,277$1.23M1.2%N/A0.007%
10/17/2025 Goldstone Financial Group LLC65,659$4.42M0.5%+6.8%0.025%
10/17/2025 Financial Partners Group Inc523,955$35.24M4.4%-0.3%0.203%
10/17/2025 Perigon Wealth Management LLC69,993$4.71M0.1%+4.0%0.027%
10/17/2025 Sovereign Financial Group Inc.130,083$8.75M1.6%+2.8%0.050%
10/17/2025 Mayflower Financial Advisors LLC53,073$3.57M0.3%+218.8%0.021%
10/17/2025 Apollon Wealth Management LLC18,781$1.26M0.0%+14.2%0.007%
10/17/2025 Apollon Financial LLC39,538$2.66M0.4%+56.0%0.015%
10/16/2025 Castle Rock Wealth Management LLC6,359$428K0.1%+5.1%0.002%
10/16/2025 Willner & Heller LLC58,995$3.97M3.0%+3.3%0.023%
10/16/2025 Comprehensive Financial Consultants Institutional Inc.14,906$1.00M0.3%+5.9%0.006%
10/16/2025 Darwin Wealth Management LLC22,662$1.52M0.5%-0.8%0.009%
10/16/2025 HBW Advisory Services LLC156,957$10.56M1.2%+38.1%0.061%
10/16/2025 Ellsworth Advisors LLC24,488$1.63M0.4%+5.3%0.009%
10/16/2025 Quad Cities Investment Group LLC21,062$1.42M0.6%-5.2%0.008%
10/16/2025 Whitaker Myers Wealth Managers LTD.29,426$1.98M0.4%+5.8%0.011%
10/15/2025 TrueWealth Advisors LLC39,460$2.65M0.7%+1.8%0.015%
10/15/2025 CWM LLC979,064$65.85M0.2%-3.7%0.380%
10/15/2025 Independent Wealth Network Inc.7,334$493K0.2%+13.8%0.003%
10/15/2025 Horizon Advisory Services Inc.561,329$37.76M19.3%-1.0%0.218%
10/15/2025 Cadent Capital Advisors LLC15,285$1.03M0.3%N/A0.006%
10/15/2025 Iams Wealth Management LLC45,269$3.05M1.2%-2.2%0.018%
10/15/2025 Bar Harbor Wealth Management5,920$398K0.0%-3.7%0.002%
10/15/2025 Ballew Advisors Inc36,636$2.44M1.4%+283.9%0.014%
10/15/2025 World Investment Advisors120,901$8.13M0.2%+4.4%0.047%
10/15/2025 Brookstone Capital Management135,368$9.11M0.1%+49.0%0.053%
10/15/2025 Private Trust Co. NA39,369$2.65M0.2%+7.1%0.015%
10/15/2025 Founders Financial Securities LLC65,701$4.42M0.3%+2.8%0.026%
10/15/2025 Alliance Wealth Advisors LLC8,008$539K0.2%-10.4%0.003%
10/15/2025 DAVENPORT & Co LLC128,152$8.62M0.0%+4.6%0.050%
10/14/2025 Key Client Fiduciary Advisors LLC292,230$19.66M6.5%+0.2%0.113%
10/14/2025 Weitzel Financial Services Inc.142,187$9.41M3.8%+1.3%0.055%
10/14/2025 Prism Advisors Inc.24,855$1.67M0.5%+5.8%0.010%
10/14/2025 Farther Finance Advisors LLC91,483$6.15M0.1%+62.1%0.036%
10/14/2025 HBK Sorce Advisory LLC12,857$865K0.0%+1.4%0.005%
10/14/2025 Arvest Investments Inc.83,487$5.62M0.8%+1.4%0.032%
10/14/2025 Private Client Services LLC9,137$615K0.2%+41.7%0.004%
10/14/2025 Walker Asset Management LLC19,500$1.31M0.7%-2.0%0.008%
10/10/2025 ABLE Financial Group LLC293,851$19.76M4.3%-2.7%0.114%
10/10/2025 Fifth Third Securities Inc.63,188$4.25M0.3%-43.6%0.025%
10/10/2025 Lineweaver Wealth Advisors LLC76,936$5.18M0.8%-1.5%0.030%
10/10/2025 Envision Financial LLC80,675$5.43M3.1%+16.0%0.031%
10/10/2025 Cyndeo Wealth Partners LLC8,002$538K0.0%+3.6%0.003%
10/10/2025 Castleview Partners LLC6,402$431K0.2%-19.0%0.002%
10/10/2025 Advance Capital Management Inc.78,973$5.31M0.2%-1.5%0.031%
10/10/2025 Focus Financial Network Inc.123,571$8.31M0.3%+7.6%0.048%
10/10/2025 Five Pine Wealth Management75,986$5.11M3.5%-9.4%0.030%
10/10/2025 KMG Fiduciary Partners LLC181,672$12.22M0.8%+1.1%0.071%
10/10/2025 Signal Advisors Wealth LLC14,020$943K0.1%+251.4%0.005%
10/9/2025 AdvisorNet Financial Inc28,206$1.90M0.1%+1.6%0.011%
10/9/2025 Shelton Wealth Management LLC53,627$3.61M1.6%-6.4%0.021%
10/9/2025 Princeton Global Asset Management LLC896$60K0.0%N/A0.000%
10/9/2025 Breakthru Advisory Services LLC11,550$777K0.5%-94.0%0.005%
10/9/2025 U.S. Capital Wealth Advisors LLC115,471$7.77M0.2%+31.3%0.045%
10/9/2025 Redhawk Wealth Advisors Inc.107,716$7.25M0.8%-0.7%0.042%
10/9/2025 Dynamic Advisor Solutions LLC6,230$419K0.0%+4.7%0.002%
10/8/2025 Guided Capital Wealth Management LLC95,944$6.45M5.5%-28.4%0.037%
10/8/2025 Genesis Private Wealth LLC104,632$7.04M3.0%+2.8%0.041%
10/8/2025 Rise Advisors LLC7,366$495K0.2%+30.2%0.003%
10/8/2025 Asset Allocation Strategies LLC47,452$3.19M0.6%-14.4%0.018%
10/8/2025 Balefire LLC29,927$2.01M0.4%-3.6%0.012%
10/8/2025 Accel Wealth Management88,284$5.94M1.7%+43.2%0.034%
10/8/2025 Beacon Financial Group243,425$16.37M1.6%-7.0%0.095%
10/7/2025 Lynch & Associates IN18,284$1.23M0.2%+11.1%0.007%
(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, 726 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 656 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 ($13.20M), 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 47,427,498 shares in the last 24 months. This purchase volume represents approximately $2.83B in transactions.

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

Of the 322 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), Commonwealth Equity Services LLC ($555.82K), JPMorgan Chase & Co. ($427.72K), Fifth Third Securities Inc. ($338.80K), Western Wealth Management LLC ($332.96K), 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 14,226,958 shares in the last 24 months. This volume of shares sold represents approximately $857.50M in transactions.



This page (NASDAQ:RDVY) was last updated on 10/23/2025 by MarketBeat.com Staff
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