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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$79.98 +0.33 (+0.41%)
As of 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)
591
Total
Institutional Inflows
(last 12 months)
$2.51B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$706.76M
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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
7/18/2026 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%
6/18/2026Western 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%
5/26/2026 Summit 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%
5/19/2026 IFS 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%
5/14/2026 Sentinel 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%
5/14/2026 CLG 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%
5/14/2026 American 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%
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%
Will you miss the REAL SpaceX opportunity? (Ad)

When SpaceX went public, retail traders rushed to buy the stock itself. Millionaire trader Tim Bohen says that misses the point entirely. History shows the real opportunities from a company of SpaceX's size emerge in the aftermath, not the IPO frenzy. Bohen called Tesla in 2020 at just $37 a share, and now says he's more bullish than ever with Elon Musk becoming the world's first trillionaire.tc pixel

Watch Tim Bohen's free video breakdown of what comes next
5/7/2026Florida Financial Advisors LLC5,340$365K0.1%+29.1%0.002%
5/7/2026 Commonwealth Financial Services LLC175,204$11.96M1.9%N/A0.060%
5/7/2026Basepoint Wealth LLC3,187$218K0.1%+4.5%0.001%
5/7/2026Lowe Brockenbrough & Co. Inc.10,350$707K0.0%-13.0%0.004%
5/7/2026 Scarborough Advisors LLC227,307$15.52M1.7%+16.7%0.077%
5/7/2026 Balefire LLC40,087$2.74M0.5%+1.4%0.014%
5/7/2026Parallel Advisors LLC12,111$827K0.0%+459.1%0.004%
5/7/2026 Marshall & 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%
5/7/2026 Vision Retirement LLC59,655$4.07M1.2%+5.6%0.020%


RDVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 824 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 37,079,352 shares in the last 24 months. This purchase volume represents approximately $2.51B in transactions.

Of the 314 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), Integrity Wealth Advisors Inc. ($270.59K), Leigh Baldwin & CO. LLC ($266.84K), and Prudential PLC ($241.40K).

Institutional investors have sold a total of 10,381,935 shares in the last 24 months. This volume of shares sold represents approximately $706.76M in transactions.


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This page (NASDAQ:RDVY) was last updated on 7/24/2026 by MarketBeat.com Staff.
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