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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$67.22 -0.67 (-0.99%)
Closing price 04:00 PM Eastern
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$67.21 -0.01 (-0.01%)
As of 04:10 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)
542
Total
Institutional Inflows
(last 12 months)
$3.27B
Number of
Institutional Sellers
(last 12 months)
324
Total
Institutional Outflows
(last 12 months)
$834.22M
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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
10/7/2025Lynch & Associates IN18,284$1.23M0.2%+11.1%0.007%
10/7/2025Thurston Springer Miller Herd & Titak Inc.5,600$377K0.7%-92.1%0.002%
10/7/2025EWG Elevate Inc.76,765$5.16M1.6%-20.3%0.030%
10/7/2025Salem Investment Counselors Inc.1,277$86K0.0%N/A0.000%
10/7/2025Nova Wealth Management Inc.9,854$663K0.5%-17.6%0.004%
10/6/2025Puff Wealth Management LLC8,653$582K0.9%-2.6%0.003%
10/6/2025Wisconsin Wealth Advisors LLC56,006$3.77M3.6%-1.3%0.022%
10/6/2025TruWealth Advisors LLC75,808$5.10M0.3%+0.3%0.030%
10/2/2025 Capital Asset Advisory Services LLC54,007$3.63M0.2%+2.8%0.022%
10/1/2025 Park National Corp OH349,281$23.49M0.7%+8.8%0.143%
10/1/2025 Hobart Private Capital LLC489,613$32.93M6.9%+8.2%0.201%
9/26/2025Corient Private Wealth LLC4,210$264K0.0%N/A0.002%
9/25/2025National Wealth Management Group LLC17,101$1.07M0.6%+15.7%0.007%
9/12/2025Valeo Financial Advisors LLC17,473$1.10M0.0%N/A0.007%
9/11/2025Milestones Private Investment Advisors LLC20,657$1.30M1.0%N/A0.008%
9/4/2025Osaic Holdings Inc.3,240,145$203.19M0.4%+6.8%1.328%
8/29/2025Evolution Wealth Management Inc.6,107$383K0.5%N/A0.003%
8/29/2025Centaurus Financial Inc.9,765$613K0.0%+26.3%0.004%
8/27/2025Orion Porfolio Solutions LLC103,233$6.48M0.1%+16.4%0.042%
8/26/2025Thrivent Financial for Lutherans35,116$2.20M0.0%-53.3%0.014%
8/26/2025Claris Financial LLC40,211$2.52M1.9%-4.1%0.016%
8/20/2025Coppell Advisory Solutions LLC106,077$6.62M0.8%+156.9%0.043%
8/19/2025B. Riley Wealth Advisors Inc.8,997$564K0.0%N/A0.004%
8/19/2025Newbridge Financial Services Group Inc.4,460$280K0.0%+346.0%0.002%
8/19/2025Advisory Services Network LLC25,869$1.64M0.0%-7.7%0.011%
8/18/2025N.E.W. Advisory Services LLC22,020$1.38M0.1%-88.7%0.009%
8/18/2025Geneos Wealth Management Inc.266,237$16.70M0.4%+96.6%0.109%
8/18/2025Kestra Investment Management LLC3,517$221K0.0%N/A0.001%
8/15/2025First Heartland Consultants Inc.364,470$22.87M2.0%+26.7%0.149%
8/15/2025Asset Allocation Strategies LLC55,405$3.48M0.7%-10.1%0.023%
8/15/2025Corient Private Wealth LLC7,843$492K0.0%N/A0.003%
8/15/2025Equitable Holdings Inc.1,018,270$63.89M0.5%+5.6%0.417%
8/15/2025Florida Financial Advisors LLC4,353$275K0.1%+8.7%0.002%
8/15/2025Captrust Financial Advisors14,110$885K0.0%+41.6%0.006%
8/15/2025Visionary Wealth Advisors78,142$4.90M0.3%+31.1%0.032%
8/15/2025Snowden Capital Advisors LLC32,708$2.05M0.1%-2.6%0.013%
8/15/2025Orion Porfolio Solutions LLC103,233$6.48M0.0%+16.4%0.042%
8/15/2025MML Investors Services LLC1,358,900$85.26M0.2%+7.0%0.557%
8/15/2025Modern Wealth Management LLC56,241$3.53M0.1%+5.6%0.023%
8/15/2025IHT Wealth Management LLC236,612$14.85M0.4%+1.6%0.097%
8/15/2025Great Valley Advisor Group Inc.60,375$3.79M0.1%+54.6%0.025%
8/15/2025Gallagher Fiduciary Advisors LLC119,055$7.47M0.0%+191.9%0.049%
8/15/2025Garden State Investment Advisory Services LLC7,495$470K0.1%-14.0%0.003%
8/15/2025EP Wealth Advisors LLC1,633$102K0.0%N/A0.001%
8/15/2025Benjamin Edwards Inc.367,052$23.03M0.3%+12.5%0.150%
8/15/2025BNP Paribas Financial Markets58,408$3.67M0.0%+176.0%0.024%
8/15/2025Bank of America Corp DE6,537,057$410.14M0.0%+4.1%2.679%
8/15/2025Ameriprise Financial Inc.7,074,097$442.53M0.1%+15.7%2.899%
8/14/2025CLG LLC190,128$11.93M3.7%-17.6%0.078%
8/14/2025Florida Financial Advisors LLC4,353$275K0.2%+8.7%0.002%
8/14/2025Jane Street Group LLC28,113$1.76M0.0%+151.0%0.012%
8/14/2025Ausdal Financial Partners Inc.79,960$5.02M0.3%+11.1%0.033%
8/14/2025Raymond James Financial Inc.11,201,473$702.78M0.2%+1.8%4.591%
8/14/2025Darwin Wealth Management LLC22,844$1.43M0.5%N/A0.009%
8/14/2025Betterment LLC48,475$3.04M0.0%+19.4%0.020%
8/14/2025Main Street Financial Solutions LLC56,561$3.55M0.3%-0.8%0.023%
8/14/2025NewEdge Advisors LLC931,960$58.47M0.3%+3.8%0.382%
8/14/2025Qube Research & Technologies Ltd1,021$64K0.0%-99.1%0.000%
8/14/2025Certuity LLC25,102$1.58M0.1%+561.8%0.010%
8/14/2025Marshall Investment Management LLC5,256$330K1.6%-96.1%0.002%
8/14/2025Acorn Wealth Advisors LLC3,648$229K0.1%N/A0.001%
8/14/2025Cary Street Partners Financial LLC27,483$1.72M0.0%-1.1%0.011%
8/14/2025Cerity Partners LLC5,657$355K0.0%+38.1%0.002%
8/13/2025Per Stirling Capital Management LLC.145,728$9.14M1.2%+2.6%0.060%
8/13/2025Rockport Wealth LLC87,291$5.48M1.3%-30.4%0.036%
8/13/2025Victory Financial Group LLC11,898$746K0.1%-12.7%0.005%
8/13/2025StoneX Group Inc.105,582$6.62M0.3%-6.5%0.043%
8/13/2025Cresset Asset Management LLC23,579$1.48M0.0%+2.5%0.010%
8/13/2025Proactive Wealth Strategies LLC63,974$4.01M1.9%-3.0%0.026%
8/13/2025Gateway Wealth Partners LLC103,766$6.51M1.2%+72.2%0.043%
8/13/2025Brown Advisory Inc.24,574$1.54M0.0%+1.2%0.010%
8/13/2025Baird Financial Group Inc.906,359$56.87M0.1%+4.5%0.371%
8/13/2025First Trust Advisors LP23,934$1.50M0.0%+104.0%0.010%
8/13/2025EverSource Wealth Advisors LLC10,604$665K0.0%+123.3%0.004%
8/13/2025CW Advisors LLC196,566$12.33M0.1%N/A0.081%
8/13/2025Elios Financial Group Inc.105,859$6.64M3.0%-1.0%0.043%
8/13/2025Twin Peaks Wealth Advisors LLC33,621$2.18M0.7%+5.7%0.014%
8/13/2025WCG Wealth Advisors LLC17,023$1.07M0.1%-7.8%0.007%
8/13/2025Beacon Pointe Advisors LLC19,696$1.24M0.0%-2.2%0.008%
8/13/2025Smith Moore & CO.173,000$10.85M0.9%+80.8%0.071%
8/13/2025VestGen Advisors LLC372,731$23.39M0.9%+0.3%0.153%
8/13/2025Legacy Capital Wealth Partners LLC158,580$9.53M2.0%-5.1%0.065%
8/13/2025Denver Wealth Management Inc.146,810$9.21M3.8%+18.7%0.060%
8/13/2025Level Four Advisory Services LLC107,003$6.71M0.2%+7.7%0.044%
8/13/2025Northwestern Mutual Wealth Management Co.2,438,734$153.01M0.1%+3.8%0.999%
8/13/2025Elevation Point Wealth Partners LLC65,483$4.11M0.3%+8.0%0.027%
8/13/2025Choreo LLC11,026$692K0.0%+11.9%0.005%
8/13/2025Russell Investments Group Ltd.1,027$64K0.0%-75.7%0.000%
8/13/2025Maia Wealth LLC11,306$709K0.1%-14.3%0.005%
8/12/2025Richmond Investment Services LLC31,118$1.95M0.4%+51.1%0.013%
8/12/2025J.W. Cole Advisors Inc.87,090$5.46M0.1%+1.9%0.036%
8/12/2025Financial Advocates Investment Management69,579$4.37M0.4%-2.7%0.029%
8/12/2025Spectrum Wealth Advisory Group LLC296,274$18.59M8.6%+1.0%0.121%
8/12/2025Steward Partners Investment Advisory LLC541,777$33.99M0.3%+2.8%0.222%
8/12/2025Weitzel Financial Services Inc.140,311$8.98M3.8%+3.8%0.058%
8/12/2025Jaffetilchin Investment Partners LLC76,570$4.80M0.3%+55.9%0.031%
8/12/2025Insigneo Advisory Services LLC19,793$1.24M0.1%-1.9%0.008%
8/12/2025CreativeOne Wealth LLC78,417$4.92M0.1%+15.3%0.032%
8/12/2025Global Retirement Partners LLC185,356$11.63M0.3%N/A0.076%
8/12/2025Intellus Advisors LLC325,463$20.42M3.0%+3.5%0.133%
(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 ($13.21M), 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 54,851,760 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 13,932,299 shares in the last 24 months. This volume of shares sold represents approximately $834.22M in transactions.


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This page (NASDAQ:RDVY) was last updated on 10/7/2025 by MarketBeat.com Staff
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