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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$75.24 +0.45 (+0.60%)
As of 05/22/2026 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
611
Total
Institutional Inflows
(last 12 months)
$2.56B
Number of
Institutional Sellers
(last 12 months)
332
Total
Institutional Outflows
(last 12 months)
$738.61M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC353,709$24.15M0.9%+4.4%0.120%
5/19/2026 NewEdge Advisors LLC1,157,890$79.06M1.5%-11.8%0.394%
5/19/2026 Bank of America Corp DE7,444,315$508.30M0.0%+3.0%2.534%
5/19/2026 Graney & King LLC71,449$4.88M2.6%+20.1%0.024%
5/19/2026 Centaurus Financial Inc.23,137$1.58M0.1%+187.8%0.008%
5/19/2026 Arkadios Wealth Advisors399,950$27.31M0.4%+81.1%0.136%
5/19/2026 IFS Group LLC41,937$2.86M2.5%N/A0.014%
5/19/2026 Claris Financial LLC60,246$4.11M2.2%+3.8%0.021%
5/18/2026 Sunbelt Securities Inc.40,939$2.80M0.2%+9.7%0.014%
5/18/2026 EverSource Wealth Advisors LLC67,970$4.64M0.1%+2.7%0.023%
5/18/2026 Royal Bank of Canada5,030,578$343.49M0.1%+6.5%1.713%
5/16/2026 IMG Wealth Management Inc.83,754$5.72M3.6%+6.4%0.029%
5/16/2026 Quantinno Capital Management LP61,819$4.22M0.0%+43.3%0.021%
5/15/2026 Gateway Wealth Partners LLC249,140$17.01M0.7%+91.7%0.085%
5/15/2026 Wealth Watch Advisors INC10,923$746K0.3%-15.7%0.004%
5/15/2026 Quadcap Wealth Management LLC3,151$215K0.0%-16.2%0.001%
5/15/2026 Everest Financial Group LLC27,750$1.90M0.3%N/A0.009%
5/15/2026 Waverly Advisors LLC3,598$246K0.0%N/A0.001%
5/14/2026 Sentinel Advisory Group LLC266,200$18.18M8.9%N/A0.091%
5/14/2026 Renaissance Technologies LLC72,200$4.93M0.0%+51.4%0.025%
5/14/2026 Compound Planning Inc.4,064$278K0.0%+13.6%0.001%
5/14/2026 CLG LLC94,896$6.48M1.6%-5.7%0.032%
5/14/2026 Modern Wealth Management LLC38,445$2.65M0.0%-30.7%0.013%
5/14/2026 Wills Financial Group LLC15,854$1.17M0.5%+1.4%0.005%
5/14/2026 American Financial Advisors LLC27,670$1.89M0.3%+1.0%0.009%
5/14/2026 Ascension Capital Advisors Inc.585,365$39.97M12.6%+0.7%0.199%
5/13/2026 Cetera Investment Advisers4,044,145$276.13M0.3%+8.0%1.377%
5/13/2026 GSG Advisors LLC189,055$12.91M3.4%+6.7%0.064%
5/13/2026 Signature Equity Partners LLC717$49K0.0%-57.4%0.000%
5/13/2026 NewEdge Wealth LLC63,903$4.36M0.1%+0.5%0.022%
5/13/2026 First Trust Advisors LP23,964$1.64M0.0%-24.9%0.008%
5/8/2026 PNC Financial Services Group Inc.1,396,712$95.37M0.1%-0.3%0.475%
5/7/2026 Legacy Wealth Managment LLC ID33,709$2.30M1.1%-17.1%0.011%
5/7/2026 Florida Financial Advisors LLC5,340$365K0.1%+29.1%0.002%
5/7/2026 Commonwealth Financial Services LLC175,204$11.96M1.9%N/A0.060%
5/7/2026 Basepoint Wealth LLC3,187$218K0.1%+4.5%0.001%
5/7/2026 Lowe Brockenbrough & Co. Inc.10,350$707K0.0%-13.0%0.004%
5/7/2026 Scarborough Advisors LLC227,307$15.52M1.7%+16.7%0.077%
5/7/2026 Balefire LLC40,087$2.74M0.5%+1.4%0.014%
5/7/2026 Parallel Advisors LLC12,111$827K0.0%+459.1%0.004%
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5/7/2026 Marshall & Sterling Wealth Advisors Inc.476$32K0.0%-27.2%0.000%
5/7/2026 Liberty Square Wealth Partners LLC805,324$54.99M15.3%+9.4%0.274%
5/7/2026 Vision Retirement LLC59,655$4.07M1.2%+5.6%0.020%
5/7/2026 World Equity Group Inc.3,970$271K0.1%N/A0.001%
5/7/2026 WealthTrust Asset Management LLC8,100$553K0.3%+43.6%0.003%
5/6/2026 MTM Investment Management LLC32,169$2.20M0.7%-1.8%0.011%
5/6/2026 Juno Financial Group LLC229,897$15.70M6.2%-0.7%0.078%
5/6/2026 Advisortrust Partners LLC10,510$718K0.3%+227.0%0.004%
5/6/2026 Assetmark Inc.184,440$12.59M0.0%-9.2%0.063%
5/6/2026 Main Street Group LTD14,903$1.02M0.3%+7.7%0.005%
5/6/2026 Bessemer Group Inc.424$29K0.0%N/A0.000%
5/6/2026 Independent Financial Group LLC271,821$18.56M0.6%N/A0.093%
5/6/2026 Prosperity Consulting Group LLC18,959$1.30M0.1%+2.5%0.006%
5/6/2026 Gaddis Premier Wealth Advisors LLC128,736$8.79M6.5%+1.0%0.044%
5/5/2026 Rockport Wealth LLC119,491$8.16M1.5%+38.3%0.041%
5/5/2026 D.A. Davidson & CO.952,581$65.04M0.4%+8.1%0.324%
5/5/2026 RFG Bristol Wealth Advisors LLC78,991$5.39M1.5%+40.8%0.027%
5/5/2026 Beaumont Financial Advisors LLC37,752$2.58M0.2%-0.8%0.013%
5/5/2026 Bank of New York Mellon Corp64,332$4.39M0.0%-8.1%0.022%
5/5/2026 Gentry Private Wealth LLC8,722$596K0.4%+4.2%0.003%
5/5/2026 Geneos Wealth Management Inc.269,459$18.40M0.4%-1.0%0.092%
5/5/2026 NFSG Corp2,291$156K0.0%+65.3%0.001%
5/5/2026 Sanctuary Advisors LLC325,077$22.20M0.1%+1.8%0.111%
5/5/2026 BlueChip Wealth Advisors LLC74,979$5.12M2.2%-4.6%0.026%
5/5/2026 Sigma Planning Corp259,052$17.69M0.5%+3.2%0.088%
5/5/2026 Nwam LLC9,196$628K0.0%+10.1%0.003%
5/5/2026 Flynn Zito Capital Management LLC19,122$1.31M0.4%+6.8%0.007%
5/4/2026 Milestones Private Investment Advisors LLC28,820$1.97M1.7%+2.0%0.010%
5/4/2026 Retirement Planning Group LLC8,013$547K0.0%+1.8%0.003%
5/4/2026 Bleakley Financial Group LLC444,900$30.38M0.5%+49.1%0.151%
5/4/2026 Archer Investment Corp1,479$101K0.0%+167.5%0.001%
5/4/2026 HBW Advisory Services LLC157,213$10.73M1.1%+4.7%0.054%
5/4/2026 Chicago Partners Investment Group LLC16,922$1.27M0.0%+11.0%0.006%
5/4/2026 Uptick Partners LLC25,779$1.76M0.4%+5.7%0.009%
5/2/2026 International Assets Investment Management LLC131,706$9.07M0.2%-0.2%0.045%
5/2/2026 Anchor Investment Management LLC500$34K0.0%N/A0.000%
5/2/2026 Castleview Partners LLC6,898$471K0.2%+2.8%0.002%
5/2/2026 Diversify Wealth Management LLC6,935$514K0.0%N/A0.002%
5/2/2026 Valmark Advisers Inc.315,259$21.53M0.3%+1.0%0.107%
5/1/2026 Citizens Financial Group Inc. RI10,562$721K0.0%-3.0%0.004%
5/1/2026 Fifth Third Bancorp126,073$8.61M0.0%+5,846.8%0.043%
5/1/2026 Compass Financial Services Inc130,674$8.92M3.9%+44,805.2%0.045%
5/1/2026 Darwin Wealth Management LLC30,817$2.10M0.7%+31.8%0.011%
5/1/2026 Triton Wealth Management PLLC27,748$1.92M0.7%-7.0%0.009%
5/1/2026 Simplicity Wealth LLC8,813$602K0.0%-7.4%0.003%
5/1/2026 Petix & Botte Co181,396$12.39M2.8%+11.0%0.062%
4/30/2026 Torren Management LLC1,352$92K0.0%N/A0.000%
4/30/2026 Elevated Capital Advisors LLC17,603$1.20M0.3%-3.1%0.006%
4/30/2026 SkyOak Wealth LLC4,096$280K0.1%+15.7%0.001%
4/30/2026 Millstone Evans Group LLC6,959$475K0.3%-8.5%0.002%
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4/30/2026 Beacon Financial Group231,768$15.83M1.6%-2.2%0.079%
4/30/2026 First Horizon Corp13,947$952K0.0%+93.6%0.005%
4/30/2026 Kestra Advisory Services LLC2,885,091$196.99M0.7%+4.7%0.984%
4/30/2026 Money Concepts Capital Corp13,955$953K0.1%+3.0%0.005%
4/30/2026 WPG Advisers LLC22,554$1.54M1.1%+42.2%0.008%
4/30/2026 Weitzel Financial Services Inc.148,434$10.21M3.7%+2.3%0.051%
4/29/2026 Richmond Investment Services LLC24,891$1.70M0.3%+2.1%0.008%
4/29/2026 Warner Group LLC4,919$336K0.2%-3.0%0.002%
4/29/2026 Axxcess Wealth Management LLC102,783$7.02M0.2%+9.2%0.035%
4/29/2026 Arbor Trust Wealth Advisors LLC3,058$209K0.1%N/A0.001%


RDVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 823 institutional investors and hedge funds held shares of First Trust Rising Dividend Achievers ETF. The most heavily invested institutionals were LPL Financial LLC ($2.12B), Morgan Stanley ($1.40B), Raymond James Financial Inc. ($784.02M), Wells Fargo & Company MN ($783.36M), Ameriprise Financial Inc. ($523.91M), Bank of America Corp DE ($508.30M), and UBS Group AG ($416.44M).Learn more on First Trust Rising Dividend Achievers ETF's institutional investors.

Of the 767 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: Raymond James Financial Inc. ($11.45M), LPL Financial LLC ($7.91M), International Assets Investment Management LLC ($6.70M), Ameriprise Financial Inc. ($3.09M), Cetera Investment Advisers ($2.56M), Leigh Baldwin & CO. LLC ($2.29M), and Envestnet Asset Management Inc. ($1.98M).

Institutional investors have bought a total of 37,969,403 shares in the last 24 months. This purchase volume represents approximately $2.56B in transactions.

Of the 332 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: Northwestern Mutual Wealth Management Co. ($2.18M), JPMorgan Chase & Co. ($1.51M), Commonwealth Equity Services LLC ($555.82K), Integrated Wealth Concepts LLC ($483.55K), Fifth Third Securities Inc. ($343.11K), Integrity Wealth Advisors Inc. ($270.59K), and Leigh Baldwin & CO. LLC ($266.84K).

Institutional investors have sold a total of 10,989,750 shares in the last 24 months. This volume of shares sold represents approximately $738.61M in transactions.



This page (NASDAQ:RDVY) was last updated on 5/23/2026 by MarketBeat.com Staff.
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