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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$63.47 +0.11 (+0.17%)
Closing price 04:00 PM Eastern
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$63.46 -0.02 (-0.02%)
As of 05:26 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)
516
Total
Institutional Inflows
(last 12 months)
$3.09B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$739.51M
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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
7/2/2025HBW Advisory Services LLC113,678$7.13M0.9%+0.7%0.049%
7/2/2025Crumly & Associates Inc.349,978$21.96M5.3%+2.4%0.150%
7/2/2025Howard Financial Services LTD.212,224$13.32M1.8%+3.6%0.091%
7/1/2025 Park National Corp OH321,045$20.14M0.7%+13.7%0.138%
7/1/2025 Private Client Services LLC6,448$405K0.2%N/A0.003%
6/27/2025Goldman Sachs Group Inc.18,094$1.06M0.0%-43.7%0.008%
6/10/2025Compass Financial Services Inc452$26K0.0%N/A0.000%
6/3/2025Invst LLC102,354$5.99M0.8%-12.7%0.044%
6/2/2025Integrity Wealth Advisors Inc.226,879$13.28M9.7%+25.3%0.096%
6/2/2025Modern Wealth Management LLC53,281$3.12M0.1%+15.8%0.023%
5/29/2025Nova Wealth Management Inc.15,578$912K0.8%-22.7%0.007%
5/28/2025Jones Financial Companies Lllp688,084$39.93M0.0%+61.4%0.295%
5/28/2025Intrua Financial LLC27,391$1.60M0.2%+5.4%0.012%
5/21/2025Geneos Wealth Management Inc.135,455$7.93M0.3%+6.1%0.058%
5/20/2025Blue Rock Wealth Management LLC11,333$663K0.6%N/A0.005%
5/20/2025Focus Partners Wealth41,991$2.46M0.0%-7.9%0.018%
5/20/2025Flaharty Asset Management LLC60,996$3.57M0.5%+152.4%0.026%
5/20/2025Integrity Alliance LLC.22,911$1.34M0.1%N/A0.010%
5/19/2025Jane Street Group LLC11,201$656K0.0%-29.1%0.005%
5/19/2025Advisory Alpha LLC37,491$2.20M0.1%-2.3%0.016%
5/16/2025Faithward Advisors LLC4,722$276K0.0%-7.4%0.002%
5/16/2025Coppell Advisory Solutions LLC41,292$2.36M0.2%+67.5%0.018%
5/16/2025Signature Estate & Investment Advisors LLC22,352$1.31M0.0%+24.0%0.010%
5/16/2025Ashton Thomas Private Wealth LLC27,609$1.62M0.1%+39.1%0.012%
5/16/2025Goldman Sachs Group Inc.18,094$1.06M0.0%-43.7%0.008%
5/16/2025Legacy Wealth Managment LLC ID17,608$1.03M0.7%+7.9%0.008%
5/16/2025Rise Advisors LLC525$31K0.0%N/A0.000%
5/16/2025Rockport Wealth LLC125,349$7.34M2.6%+6.1%0.054%
5/16/2025Plotkin Financial Advisors LLC174,858$10.24M6.3%+3.3%0.075%
5/16/2025National Wealth Management Group LLC14,778$865K0.6%+66.1%0.006%
5/16/2025NewEdge Advisors LLC898,120$52.58M0.3%+12.4%0.386%
5/16/2025Integrated Wealth Concepts LLC932,018$54.56M0.6%+1.9%0.400%
5/16/2025Clark Capital Management Group Inc.9,824$575K0.0%+43.5%0.004%
5/16/2025Concorde Asset Management LLC5,096$285K0.2%+6.5%0.002%
5/16/2025AQR Capital Management LLC31,071$1.82M0.0%+70.2%0.013%
5/15/2025Paragon Private Wealth Management LLC11,443$670K0.3%-11.9%0.005%
5/15/2025Focus Partners Advisor Solutions LLC11,142$652K0.0%+92.2%0.005%
5/15/2025Ameriflex Group Inc.18,953$1.11M0.5%-46.1%0.008%
5/15/2025Royal Bank of Canada3,521,054$206.12M0.0%+3.5%1.512%
5/15/2025Betterment LLC40,583$2.38M0.0%+13.1%0.017%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
5/15/2025MAI Capital Management21,932$1.28M0.0%-7.4%0.009%
5/15/2025Weitzel Financial Services Inc.135,142$7.55M3.6%-8.7%0.058%
5/15/2025Calton & Associates Inc.9,244$541K0.1%+7.9%0.004%
5/15/2025Spectrum Wealth Advisory Group LLC293,346$17.17M8.2%+17.5%0.126%
5/15/2025Titleist Asset Management LLC74,518$4.36M0.5%+11.1%0.032%
5/15/2025Baird Financial Group Inc.867,566$50.79M0.1%-6.2%0.372%
5/15/2025TD Capital Management LLC20,914$1.22M0.1%-5.3%0.009%
5/15/2025Trexquant Investment LP5,307$311K0.0%+6.2%0.002%
5/15/2025Beck Bode LLC31,707$1.86M0.3%-20.2%0.014%
5/14/2025Delta Investment Management LLC11,478$672K0.1%+8.9%0.005%
5/14/2025CreativeOne Wealth LLC68,012$3.98M0.1%+41.1%0.029%
5/14/2025Per Stirling Capital Management LLC.142,054$8.32M1.2%-1.2%0.061%
5/14/2025PKS Advisory Services LLC25,828$1.51M0.4%+35.7%0.011%
5/14/2025WCG Wealth Advisors LLC18,461$1.08M0.1%-2.0%0.008%
5/14/2025Full Sail Capital LLC9,790$573K0.0%+47.3%0.004%
5/14/2025Apexium Financial LP31,966$1.87M0.1%-1.3%0.014%
5/14/2025Comerica Bank124,546$7.29M0.0%+9.8%0.053%
5/14/2025Synovus Financial Corp11,882$696K0.0%+23.2%0.005%
5/14/2025SVB Wealth LLC500$29K0.0%N/A0.000%
5/14/2025Northwestern Mutual Wealth Management Co.2,349,402$137.53M0.1%+12.6%1.009%
5/14/2025Heritage Wealth Partners LLC4,671$273K0.4%N/A0.002%
5/14/2025Kestra Advisory Services LLC2,526,316$147.89M0.7%-1.8%1.084%
5/14/2025Purus Wealth Management LLC50,320$2.95M1.3%+0.4%0.022%
5/14/2025Ameriprise Financial Inc.6,116,510$357.12M0.1%-0.3%2.626%
5/14/2025TFB Advisors LLC19,520$1.14M0.3%-11.6%0.008%
5/14/2025Capital Analysts LLC15,931$933K0.0%+19.3%0.007%
5/14/2025Level Four Advisory Services LLC99,347$5.82M0.2%+133.7%0.043%
5/14/2025GSG Advisors LLC166,499$9.32M3.0%+5.2%0.071%
5/14/2025Petix & Botte Co108,091$6.33M1.7%+29.2%0.046%
5/13/2025Aptus Capital Advisors LLC518,933$30.38M0.3%+3.0%0.223%
5/13/2025Spreng Capital Management Inc.13,739$804K0.4%-1.2%0.006%
5/13/2025Steward Partners Investment Advisory LLC526,911$30.85M0.3%+5.3%0.226%
5/13/2025Raymond James Financial Inc.11,002,535$644.09M0.2%+9.7%4.723%
5/13/2025Cresset Asset Management LLC23,004$1.35M0.0%+5.7%0.010%
5/13/2025Nations Financial Group Inc. IA ADV59,204$3.47M0.3%+51.2%0.025%
5/13/2025Leigh Baldwin & CO. LLC45,900$2.69M2.2%+21.2%0.020%
5/13/2025Trivium Point Advisory LLC37,331$2.19M0.3%+7.5%0.016%
5/13/2025Dagco Inc.18,467$1.08M0.3%-1.2%0.008%
5/13/2025Russell Investments Group Ltd.4,231$248K0.0%+11.4%0.002%
5/13/2025HighTower Advisors LLC1,518,752$88.91M0.1%+15.1%0.652%
5/12/2025Maia Wealth LLC13,194$732K0.2%-13.1%0.006%
5/12/2025Aveo Capital Partners LLC8,971$522K0.1%-45.1%0.004%
5/12/2025Benjamin Edwards Inc.326,326$19.10M0.3%-1.9%0.140%
5/12/2025Townsquare Capital LLC7,346$430K0.0%N/A0.003%
5/12/2025FSA Wealth Partners Inc.14,250$834K0.3%-1.3%0.006%
5/12/2025Integrity Financial Corp WA120,468$7.05M4.0%+1.0%0.052%
5/12/2025Savvy Advisors Inc.17,308$1.01M0.1%+24.7%0.007%
5/12/2025Citigroup Inc.333,431$19.52M0.0%+11.4%0.143%
5/12/2025LaSalle St. Investment Advisors LLC16,746$980K0.2%-10.5%0.007%
5/9/2025Citizens Financial Group Inc. RI9,754$571K0.0%+46.3%0.004%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
5/9/2025Strategy Asset Managers LLC5,797$339K0.1%-9.8%0.002%
5/9/2025Tidemark LLC19,465$1.14M0.4%-7.2%0.008%
5/9/2025Atria Wealth Solutions Inc.572,070$33.49M0.4%-21.0%0.246%
5/9/2025Cary Street Partners Financial LLC27,793$1.63M0.1%+3.1%0.012%
5/9/2025Thoroughbred Financial Services LLC182,524$10.68M0.7%+17.0%0.078%
5/9/2025Wills Financial Group LLC9,280$543K0.2%N/A0.004%
5/9/2025Commonwealth Equity Services LLC6,074,450$355.60M0.5%+7.7%2.608%
5/9/2025Blair William & Co. IL350,554$20.52M0.1%+0.4%0.150%
5/9/2025L & S Advisors Inc20,593$1.21M0.1%+3.3%0.009%
5/9/2025PNC Financial Services Group Inc.1,276,965$74.75M0.0%+7.7%0.548%
(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, 711 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. ($644.09M), Morgan Stanley ($597.15M), Wells Fargo & Company MN ($532.76M), Raymond James Financial Services Advisors Inc. ($376.28M), Ameriprise Financial Inc. ($357.12M), and Commonwealth Equity Services LLC ($355.60M).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 637 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. ($11.00M), LPL Financial LLC ($5.95M), Global Assets Advisory LLC ($4.35M), Commonwealth Equity Services LLC ($3.41M), Leigh Baldwin & CO. LLC ($2.29M), and Raymond James Financial Services Advisors Inc. ($2.13M).

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

Institutional investors have bought a total of 52,712,064 shares in the last 24 months. This purchase volume represents approximately $3.09B in transactions.

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

Of the 290 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), Fifth Third Securities Inc. ($613.24K), Western Wealth Management LLC ($328.45K), Jaffetilchin Investment Partners LLC ($265.10K), Aspire Capital Advisors LLC ($203.87K), Financial Advocates Investment Management ($182.22K), and Envestnet Asset Management Inc. ($178.57K).

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

Institutional investors have sold a total of 12,642,659 shares in the last 24 months. This volume of shares sold represents approximately $739.51M in transactions.


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This page (NASDAQ:RDVY) was last updated on 7/2/2025 by MarketBeat.com Staff
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