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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$80.14 0.00 (0.00%)
As of 07/2/2026 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)
613
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$738.35M
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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
7/2/2026 KERR FINANCIAL PLANNING Corp8,716$707K0.8%+58.4%0.003%
6/18/2026Western Wealth Management LLC353,709$24.15M0.9%+4.4%0.120%
6/18/2026Southern Financial Group LLC22,658$1.55M0.4%+10.6%0.008%
6/8/2026Pine Valley Investments Ltd Liability Co286,474$19.56M0.9%-5.7%0.098%
6/3/2026Parallel Advisors LLC12,111$827K0.0%+459.1%0.004%
6/3/2026NewEdge Advisors LLC1,437,974$98.19M0.4%+9.5%0.490%
6/1/2026Concorde Asset Management LLC37,270$2.55M1.2%-16.8%0.013%
5/28/2026Cozad Asset Management Inc.115,817$7.91M0.6%+1.9%0.039%
5/26/2026Serenity Investment Advisors20,888$1.57M0.6%+147.8%0.007%
5/26/2026Summit Financial Wealth Advisors LLC6,873$469K0.1%+9.1%0.002%
5/19/2026Western Wealth Management LLC353,709$24.15M0.9%+4.4%0.120%
5/19/2026NewEdge Advisors LLC1,157,890$79.06M1.5%-11.8%0.394%
5/19/2026Bank of America Corp DE7,444,315$508.30M0.0%+3.0%2.534%
5/19/2026Graney & King LLC71,449$4.88M2.6%+20.1%0.024%
5/19/2026Centaurus Financial Inc.23,137$1.58M0.1%+187.8%0.008%
5/19/2026Arkadios Wealth Advisors399,950$27.31M0.4%+81.1%0.136%
5/19/2026IFS Group LLC41,937$2.86M2.5%N/A0.014%
5/19/2026Claris Financial LLC60,246$4.11M2.2%+3.8%0.021%
5/18/2026Sunbelt Securities Inc.40,939$2.80M0.2%+9.7%0.014%
5/18/2026EverSource Wealth Advisors LLC67,970$4.64M0.1%+2.7%0.023%
5/18/2026Royal Bank of Canada5,030,578$343.49M0.1%+6.5%1.713%
5/16/2026IMG Wealth Management Inc.83,754$5.72M3.6%+6.4%0.029%
5/16/2026Quantinno Capital Management LP61,819$4.22M0.0%+43.3%0.021%
5/15/2026Gateway Wealth Partners LLC249,140$17.01M0.7%+91.7%0.085%
5/15/2026Wealth Watch Advisors INC10,923$746K0.3%-15.7%0.004%
5/15/2026Quadcap Wealth Management LLC3,151$215K0.0%-16.2%0.001%
5/15/2026Everest Financial Group LLC27,750$1.90M0.3%N/A0.009%
5/15/2026Waverly Advisors LLC3,598$246K0.0%N/A0.001%
5/14/2026Sentinel Advisory Group LLC266,200$18.18M8.9%N/A0.091%
5/14/2026Renaissance Technologies LLC72,200$4.93M0.0%+51.4%0.025%
5/14/2026Compound Planning Inc.4,064$278K0.0%+13.6%0.001%
5/14/2026CLG LLC94,896$6.48M1.6%-5.7%0.032%
5/14/2026Modern Wealth Management LLC38,445$2.65M0.0%-30.7%0.013%
5/14/2026Wills Financial Group LLC15,854$1.17M0.5%+1.4%0.005%
5/14/2026American Financial Advisors LLC27,670$1.89M0.3%+1.0%0.009%
5/14/2026Ascension Capital Advisors Inc.585,365$39.97M12.6%+0.7%0.199%
5/13/2026Cetera Investment Advisers4,044,145$276.13M0.3%+8.0%1.377%
5/13/2026GSG Advisors LLC189,055$12.91M3.4%+6.7%0.064%
5/13/2026Signature Equity Partners LLC717$49K0.0%-57.4%0.000%
5/13/2026NewEdge Wealth LLC63,903$4.36M0.1%+0.5%0.022%
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5/13/2026First Trust Advisors LP23,964$1.64M0.0%-24.9%0.008%
5/8/2026PNC Financial Services Group Inc.1,396,712$95.37M0.1%-0.3%0.475%
5/7/2026Legacy Wealth Managment LLC ID33,709$2.30M1.1%-17.1%0.011%
5/7/2026Florida Financial Advisors LLC5,340$365K0.1%+29.1%0.002%
5/7/2026Commonwealth Financial Services LLC175,204$11.96M1.9%N/A0.060%
5/7/2026Basepoint Wealth LLC3,187$218K0.1%+4.5%0.001%
5/7/2026Lowe Brockenbrough & Co. Inc.10,350$707K0.0%-13.0%0.004%
5/7/2026Scarborough Advisors LLC227,307$15.52M1.7%+16.7%0.077%
5/7/2026Balefire LLC40,087$2.74M0.5%+1.4%0.014%
5/7/2026Parallel Advisors LLC12,111$827K0.0%+459.1%0.004%
5/7/2026Marshall & Sterling Wealth Advisors Inc.476$32K0.0%-27.2%0.000%
5/7/2026Liberty Square Wealth Partners LLC805,324$54.99M15.3%+9.4%0.274%
5/7/2026Vision Retirement LLC59,655$4.07M1.2%+5.6%0.020%
5/7/2026World Equity Group Inc.3,970$271K0.1%N/A0.001%
5/7/2026WealthTrust Asset Management LLC8,100$553K0.3%+43.6%0.003%
5/6/2026MTM Investment Management LLC32,169$2.20M0.7%-1.8%0.011%
5/6/2026Juno Financial Group LLC229,897$15.70M6.2%-0.7%0.078%
5/6/2026Advisortrust Partners LLC10,510$718K0.3%+227.0%0.004%
5/6/2026Assetmark Inc.184,440$12.59M0.0%-9.2%0.063%
5/6/2026Main Street Group LTD14,903$1.02M0.3%+7.7%0.005%
5/6/2026Bessemer Group Inc.424$29K0.0%N/A0.000%
5/6/2026Independent Financial Group LLC271,821$18.56M0.6%N/A0.093%
5/6/2026Prosperity Consulting Group LLC18,959$1.30M0.1%+2.5%0.006%
5/6/2026Gaddis Premier Wealth Advisors LLC128,736$8.79M6.5%+1.0%0.044%
5/5/2026Rockport Wealth LLC119,491$8.16M1.5%+38.3%0.041%
5/5/2026D.A. Davidson & CO.952,581$65.04M0.4%+8.1%0.324%
5/5/2026RFG Bristol Wealth Advisors LLC78,991$5.39M1.5%+40.8%0.027%
5/5/2026Beaumont Financial Advisors LLC37,752$2.58M0.2%-0.8%0.013%
5/5/2026Bank of New York Mellon Corp64,332$4.39M0.0%-8.1%0.022%
5/5/2026Gentry Private Wealth LLC8,722$596K0.4%+4.2%0.003%
5/5/2026Geneos Wealth Management Inc.269,459$18.40M0.4%-1.0%0.092%
5/5/2026NFSG Corp2,291$156K0.0%+65.3%0.001%
5/5/2026Sanctuary Advisors LLC325,077$22.20M0.1%+1.8%0.111%
5/5/2026BlueChip Wealth Advisors LLC74,979$5.12M2.2%-4.6%0.026%
5/5/2026Sigma Planning Corp259,052$17.69M0.5%+3.2%0.088%
5/5/2026Nwam LLC9,196$628K0.0%+10.1%0.003%
5/5/2026Flynn Zito Capital Management LLC19,122$1.31M0.4%+6.8%0.007%
5/4/2026Milestones Private Investment Advisors LLC28,820$1.97M1.7%+2.0%0.010%
5/4/2026Retirement Planning Group LLC8,013$547K0.0%+1.8%0.003%
5/4/2026Bleakley Financial Group LLC444,900$30.38M0.5%+49.1%0.151%
5/4/2026Archer Investment Corp1,479$101K0.0%+167.5%0.001%
5/4/2026HBW Advisory Services LLC157,213$10.73M1.1%+4.7%0.054%
5/4/2026Chicago Partners Investment Group LLC16,922$1.27M0.0%+11.0%0.006%
5/4/2026Uptick Partners LLC25,779$1.76M0.4%+5.7%0.009%
5/2/2026International Assets Investment Management LLC131,706$9.07M0.2%-0.2%0.045%
5/2/2026Anchor Investment Management LLC500$34K0.0%N/A0.000%
5/2/2026Castleview Partners LLC6,898$471K0.2%+2.8%0.002%
5/2/2026Diversify Wealth Management LLC6,935$514K0.0%N/A0.002%
5/2/2026Valmark Advisers Inc.315,259$21.53M0.3%+1.0%0.107%
5/1/2026Citizens Financial Group Inc. RI10,562$721K0.0%-3.0%0.004%
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5/1/2026Fifth Third Bancorp126,073$8.61M0.0%+5,846.8%0.043%
5/1/2026Compass Financial Services Inc130,674$8.92M3.9%+44,805.2%0.045%
5/1/2026Darwin Wealth Management LLC30,817$2.10M0.7%+31.8%0.011%
5/1/2026Triton Wealth Management PLLC27,748$1.92M0.7%-7.0%0.009%
5/1/2026Simplicity Wealth LLC8,813$602K0.0%-7.4%0.003%
5/1/2026Petix & Botte Co181,396$12.39M2.8%+11.0%0.062%
4/30/2026Torren Management LLC1,352$92K0.0%N/A0.000%
4/30/2026Elevated Capital Advisors LLC17,603$1.20M0.3%-3.1%0.006%
4/30/2026SkyOak Wealth LLC4,096$280K0.1%+15.7%0.001%
4/30/2026Millstone Evans Group LLC6,959$475K0.3%-8.5%0.002%


RDVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 822 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 766 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), Leigh Baldwin & CO. LLC ($2.29M), Envestnet Asset Management Inc. ($1.98M), and Commonwealth Equity Services LLC ($1.69M).

Institutional investors have bought a total of 37,747,693 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

Of the 331 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 10,981,049 shares in the last 24 months. This volume of shares sold represents approximately $738.35M in transactions.


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This page (NASDAQ:RDVY) was last updated on 7/4/2026 by MarketBeat.com Staff.
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