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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$82.03 +0.77 (+0.94%)
As of 01:23 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)
557
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$610.41M
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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
9/2/2026Kinetic Wealth Investment Advisors LLC14,950$1.21M0.6%N/A0.005%
9/2/2026 Citadel Advisors LLC2,501$203K0.0%-41.8%0.001%
8/27/2026 Corient Private Wealth LP925,847$75.05M0.1%-10.5%0.302%
8/27/2026 Tucker Asset Management LLC4,769$387K0.1%+4.6%0.002%
8/26/2026 HighTower Advisors LLC1,342,401$108.82M0.1%-11.9%0.438%
8/25/2026 Kingsbury Capital Investment Advisors LLC11,922$966K0.8%-3.3%0.004%
8/24/2026 Serenity Investment Advisors28,004$2.28M1.0%+34.1%0.009%
8/24/2026 Carlson Financial Inc.64,855$5.26M2.7%-3.6%0.021%
8/23/2026 Ameritas Advisory Services LLC113,809$9.23M0.2%+171.1%0.037%
8/23/2026 Guardian Wealth Advisors LLC NC665,509$53.95M3.0%+3.1%0.217%
8/23/2026 PCG Wealth Advisors LLC47,301$3.83M0.9%+5.2%0.015%
8/23/2026 SFG Wealth Management LLC.43,178$3.50M1.3%-3.7%0.014%
8/23/2026 Insight Inv LLC87,609$7.10M3.3%+2.0%0.029%
8/23/2026 Northeast Planning Associates INC. NH28,938$2.19M1.6%-6.7%0.009%
8/23/2026 Kaydan Wealth Management Inc.20,078$1.63M0.5%+2.4%0.007%
8/22/2026 Compass Financial Management LLC3,005$244K0.0%N/A0.001%
8/22/2026 NI Acquisitions Company LLC77,617$5.95M2.2%N/A0.025%
8/22/2026 MOR Wealth Management LLC2,786$226K0.1%N/A0.001%
8/22/2026 SMART Wealth LLC103,047$8.35M1.8%-11.4%0.034%
8/22/2026 Investor s Fiduciary Advisor Network LLC6,799$551K0.2%-2.2%0.002%
8/22/2026 Legacy Wealth Managment LLC ID38,798$3.15M1.4%+15.1%0.013%
8/22/2026 Concurrent Investment Advisors LLC346,073$28.05M0.2%+2.5%0.113%
8/21/2026 Integrity Financial Corp WA14,992$1.22M0.6%-20.4%0.005%
8/21/2026 Fairway Financial LLC131,657$10.67M7.3%+0.2%0.043%
8/21/2026 Paragon Private Wealth Management LLC6,090$494K0.1%-3.1%0.002%
8/21/2026 Continuum Advisory LLC44,426$3.60M0.3%+89.2%0.014%
8/21/2026 Weitzel Financial Services Inc.152,954$12.22M3.9%+3.0%0.050%
8/21/2026 Coppell Advisory Solutions LLC99,995$81K0.0%N/A0.033%
8/21/2026 Beacon Financial Advisory LLC35,571$2.88M0.6%+14.1%0.012%
8/21/2026 Tsfg LLC138,372$11.22M1.4%+3.3%0.045%
8/21/2026 Acorn Wealth Advisors LLC7,068$573K0.1%+29.0%0.002%
8/21/2026 Triumph Capital Management130,845$10.61M1.9%-0.7%0.043%
8/20/2026 Nwam LLC11,308$917K0.0%+23.0%0.004%
8/20/2026 Rehmann Capital Advisory Group35,052$3.09M0.1%+43.3%0.011%
8/20/2026 Headlands Technologies LLC4,885$396K0.0%N/A0.002%
8/20/2026 Susquehanna International Group LLP18,059$1.46M0.0%-24.9%0.006%
8/20/2026 Sigma Planning Corp252,822$20.49M0.5%-2.4%0.082%
8/20/2026 Benjamin Edwards Inc.468,651$38.00M0.3%+1.9%0.153%
8/20/2026 Northwestern Mutual Wealth Management Co.3,492,637$283.11M0.2%+12.2%1.139%
8/20/2026 Wedbush Securities Inc.84,936$6.89M0.2%+10.4%0.028%
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8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,767$143K0.0%-43.0%0.001%
8/15/2026 Invst LLC127,118$10.30M1.0%+7.5%0.041%
8/14/2026 Twin Peaks Wealth Advisors LLC37,238$3.02M0.7%+1.8%0.012%
8/13/2026 GSG Advisors LLC194,151$15.74M3.5%+2.7%0.063%
8/13/2026 Leigh Baldwin & CO. LLC14,695$1.19M0.6%-1.6%0.005%
8/12/2026 Compass Financial Management LLC3,005$244K0.0%N/A0.001%
8/12/2026 Cahill Financial Advisors Inc.19,654$1.59M0.2%+14.4%0.006%
8/11/2026 Thoroughbred Financial Services LLC185,045$15.00M0.7%+5.1%0.060%
8/10/2026 Sound Financial Strategies Group LLC24,601$4.12M2.6%N/A0.008%
8/10/2026 Great Lakes Advisors LLC4,641$376K0.0%-4.9%0.002%
7/18/2026 Cary Street Partners Financial LLC43,493$3.53M0.1%+10.8%0.014%
7/18/2026 Vaquero Private Wealth Ltd.4,838$392K0.1%N/A0.002%
7/17/2026 Farther Finance Advisors LLC168,167$13.63M0.1%+1.3%0.055%
7/17/2026 O Connor Financial Group LLC156,498$12.69M4.5%+0.9%0.052%
7/17/2026 San Luis Wealth Advisors LLC17,495$1.42M0.2%-0.9%0.006%
7/16/2026 Beacon Financial Group222,060$18M1.6%-4.2%0.073%
7/16/2026 HBW Advisory Services LLC174,558$14.15M1.3%+11.0%0.057%
7/15/2026 Weitzel Financial Services Inc.152,954$12.22M4.2%+3.0%0.050%
7/15/2026 Nestegg Advisors Inc.124,730$10.11M7.1%+9.6%0.041%
7/14/2026 Thompson Investment Management Inc.593$56K0.0%N/A0.000%
7/14/2026 Nova Wealth Management Inc.9,098$737K0.4%-1.5%0.003%
7/10/2026 Envision Financial LLC118,126$9.58M4.4%+5.6%0.039%
7/10/2026 Accel Wealth Management126,515$10.26M2.3%+10.4%0.042%
7/10/2026 Dagco Inc.30,680$2.49M0.5%+7.2%0.010%
7/10/2026 Rise Advisors LLC490,602$39.77M11.2%+3.9%0.162%
7/10/2026 City Holding Co.163,516$13.25M1.5%+9.4%0.054%
7/10/2026 KMG Fiduciary Partners LLC19,846$1.61M0.1%-87.6%0.007%
7/10/2026 Redhawk Wealth Advisors Inc.266,232$21.58M2.1%+89.7%0.088%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors41,279$3.35M0.4%-2.2%0.014%
7/10/2026 Wealthcare Advisory Partners LLC149,633$12.13M0.2%+3.3%0.049%
7/9/2026 Key Client Fiduciary Advisors LLC285,320$23.13M6.7%+1.6%0.094%
7/9/2026 World Equity Group Inc.3,589$291K0.1%-9.6%0.001%
7/9/2026 Next Level Private LLC378,597$30.69M6.0%+4.4%0.125%
7/9/2026 Focus Financial Network Inc.131,584$10.67M0.3%+0.3%0.043%
7/9/2026 StoneCrest Wealth Management Inc.117,964$9.56M3.1%-0.1%0.039%
7/9/2026 Whitaker Myers Wealth Managers LTD.14,905$1.21M0.2%-22.7%0.005%
7/9/2026 Valeo Financial Advisors LLC19,219$1.56M0.0%+8.5%0.006%
7/9/2026 Crumly & Associates Inc.322,777$26.16M5.0%+5.5%0.106%
7/9/2026 Flaharty Asset Management LLC3,298$264K0.4%-93.6%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.56,748$4.60M1.7%+6.6%0.019%
7/8/2026 Foresight Capital Management Advisors Inc.31,048$2.52M1.2%-1.7%0.010%
7/8/2026 First Heartland Consultants Inc.488,517$39.60M2.6%+1.6%0.161%
7/8/2026 TrueWealth Advisors LLC50,754$4.11M0.9%+7.5%0.017%
7/8/2026 Puff Wealth Management LLC7,782$631K0.6%N/A0.003%
7/8/2026 RVW Wealth LLC586,906$47.58M3.1%+2.8%0.194%
7/8/2026 Castle Rock Wealth Management LLC6,917$557K0.1%+3.1%0.002%
7/7/2026 M.E. Allison & CO. Inc.6,561$532K0.3%+129.0%0.002%
7/7/2026 Balefire LLC36,818$2.98M0.5%-8.2%0.012%
7/7/2026 Dynamic Advisor Solutions LLC6,949$563K0.0%+4.3%0.002%
7/7/2026 Willner & Heller LLC67,620$5.48M3.4%-0.2%0.022%
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7/7/2026 GK Wealth Management LLC9,809$795K0.4%N/A0.003%
7/7/2026 Avior Wealth Management LLC69,327$5.62M0.1%-30.5%0.023%
7/7/2026 CoreCap Advisors LLC9,984$809K0.0%+367.6%0.003%
7/7/2026 Howard Financial Services LTD.299,667$24.29M2.4%+4.0%0.099%
7/6/2026 Hobart Private Capital LLC428,601$34.74M6.0%-17.0%0.142%
7/6/2026 Stonebridge Financial Group LLC11,110$901K0.1%-6.9%0.004%
7/6/2026 Private Client Services LLC12,343$1.00M0.3%+1.8%0.004%
7/2/2026 KERR FINANCIAL PLANNING Corp8,716$707K0.8%+58.4%0.003%
6/18/2026 Western Wealth Management LLC353,709$24.15M0.9%+4.4%0.120%
6/18/2026 Southern Financial Group LLC22,658$1.55M0.4%+10.6%0.008%


RDVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 821 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 760 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 ($7.22M), International Assets Investment Management LLC ($6.70M), Ameriprise Financial Inc. ($3.09M), Leigh Baldwin & CO. LLC ($2.29M), Envestnet Asset Management Inc. ($1.82M), and JPMorgan Chase & Co. ($1.68M).

Institutional investors have bought a total of 31,812,443 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

Of the 278 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. ($1.08M), Integrated Wealth Concepts LLC ($483.55K), Integrity Wealth Advisors Inc. ($270.59K), Leigh Baldwin & CO. LLC ($267.08K), Prudential PLC ($241.40K), and Commonwealth Equity Services LLC ($236.78K).

Institutional investors have sold a total of 8,749,702 shares in the last 24 months. This volume of shares sold represents approximately $610.41M in transactions.


Related Companies

Institutional ownership data for NASDAQ:RDVY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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