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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$63.28 -0.48 (-0.75%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$63.27 -0.01 (-0.02%)
As of 07/11/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
517
Total
Institutional Inflows
(last 12 months)
$3.08B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$743.83M
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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
7/11/2025Silver Oak Securities Incorporated228,237$14.32M1.2%+3.7%0.095%
7/11/2025Kaydan Wealth Management Inc.18,818$1.18M0.4%+2.2%0.008%
7/11/2025Shelton Wealth Management LLC57,296$3.60M1.7%-1.4%0.024%
7/11/2025Kapstone Financial Advisors LLC14,854$932K0.5%+16.1%0.006%
7/10/2025 Guided Capital Wealth Management LLC134,022$8.41M6.5%-1.5%0.056%
7/10/2025 Redhawk Wealth Advisors Inc.108,462$6.81M0.9%-25.9%0.045%
7/10/2025 Envision Financial LLC69,542$4.36M2.9%+1.5%0.029%
7/10/2025 Wealth Enhancement Advisory Services LLC242,829$15.49M0.0%-4.8%0.101%
7/10/2025 Capital Advisory Group Advisory Services LLC31,087$1.95M0.7%+2.3%0.013%
7/10/2025 American Financial Advisors LLC26,333$1.65M0.2%-1.0%0.011%
7/10/2025 KMG Fiduciary Partners LLC179,753$11.28M0.8%+4.0%0.075%
7/10/2025 Focus Financial Network Inc.114,863$7.21M0.3%+7.9%0.048%
7/10/2025 Sovran Advisors LLC5,345$339K0.0%-42.8%0.002%
7/9/2025 Lineweaver Wealth Advisors LLC78,119$4.90M0.8%+0.7%0.033%
7/9/2025 GSG Advisors LLC171,103$10.74M3.1%+2.8%0.071%
7/9/2025 Keystone Wealth Services LLC11,189$702K0.2%+58.9%0.005%
7/9/2025 Balefire LLC31,046$1.95M0.4%N/A0.013%
7/9/2025 Triumph Capital Management144,621$9.07M2.7%+4.9%0.060%
7/9/2025 Key Client Fiduciary Advisors LLC291,655$18.30M7.4%-0.6%0.121%
7/9/2025 Beacon Financial Group261,635$16.42M1.7%-4.8%0.109%
7/9/2025 WealthCare Investment Partners LLC59,562$3.80M1.4%+0.3%0.025%
7/8/2025 Next Level Private LLC296,408$18.60M6.1%+2.1%0.123%
7/8/2025 Davis Investment Partners LLC44,200$2.80M1.0%-3.3%0.018%
7/8/2025 Braun Bostich & Associates Inc.61,777$3.88M2.6%+2.0%0.026%
7/8/2025 Rise Advisors LLC5,659$355K0.1%+977.9%0.002%
7/8/2025 Advance Capital Management Inc.80,156$5.03M0.2%-4.6%0.033%
7/8/2025 Prism Advisors Inc.23,499$1.47M0.4%+5.1%0.010%
7/8/2025 Ballew Advisors Inc9,542$609K0.4%+27.0%0.004%
7/8/2025 Goldstone Financial Group LLC61,488$3.92M0.5%+4.8%0.026%
7/8/2025 NBC Securities Inc.70,237$4.41M0.4%+2.4%0.029%
7/7/2025 Capital Asset Advisory Services LLC52,548$3.33M0.2%-11.8%0.022%
7/7/2025 Whitaker Myers Wealth Managers LTD.27,801$1.74M0.4%+7.2%0.012%
7/7/2025 Nova Wealth Management Inc.11,959$750K0.6%-23.2%0.005%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.70,574$4.43M0.6%-2.2%0.029%
7/7/2025 TruWealth Advisors LLC75,564$4.74M0.3%+1.7%0.031%
7/3/2025 Arvest Investments Inc.82,306$5.16M0.8%+20.1%0.035%
7/3/2025 TrueWealth Advisors LLC38,768$2.43M0.7%+1.5%0.017%
7/2/2025 HBW Advisory Services LLC113,678$7.13M0.9%+0.7%0.049%
7/2/2025 Crumly & Associates Inc.349,978$21.96M5.3%+2.4%0.150%
7/2/2025 Howard Financial Services LTD.212,224$13.32M1.8%+3.6%0.091%
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7/1/2025 Park National Corp OH321,045$20.14M0.7%+13.7%0.138%
7/1/2025 Private Client Services LLC6,448$405K0.2%N/A0.003%
6/27/2025Goldman Sachs Group Inc.18,094$1.06M0.0%-43.7%0.008%
6/10/2025Compass Financial Services Inc452$26K0.0%N/A0.000%
6/3/2025Invst LLC102,354$5.99M0.8%-12.7%0.044%
6/2/2025Integrity Wealth Advisors Inc.226,879$13.28M9.7%+25.3%0.096%
6/2/2025Modern Wealth Management LLC53,281$3.12M0.1%+15.8%0.023%
5/29/2025 Nova Wealth Management Inc.15,578$912K0.8%-22.7%0.007%
5/28/2025Jones Financial Companies Lllp688,084$39.93M0.0%+61.4%0.295%
5/28/2025Intrua Financial LLC27,391$1.60M0.2%+5.4%0.012%
5/21/2025Geneos Wealth Management Inc.135,455$7.93M0.3%+6.1%0.058%
5/20/2025Blue Rock Wealth Management LLC11,333$663K0.6%N/A0.005%
5/20/2025Focus Partners Wealth41,991$2.46M0.0%-7.9%0.018%
5/20/2025Flaharty Asset Management LLC60,996$3.57M0.5%+152.4%0.026%
5/20/2025Integrity Alliance LLC.22,911$1.34M0.1%N/A0.010%
5/19/2025Jane Street Group LLC11,201$656K0.0%-29.1%0.005%
5/19/2025Advisory Alpha LLC37,491$2.20M0.1%-2.3%0.016%
5/16/2025Faithward Advisors LLC4,722$276K0.0%-7.4%0.002%
5/16/2025Coppell Advisory Solutions LLC41,292$2.36M0.2%+67.5%0.018%
5/16/2025Signature Estate & Investment Advisors LLC22,352$1.31M0.0%+24.0%0.010%
5/16/2025Ashton Thomas Private Wealth LLC27,609$1.62M0.1%+39.1%0.012%
5/16/2025Goldman Sachs Group Inc.18,094$1.06M0.0%-43.7%0.008%
5/16/2025Legacy Wealth Managment LLC ID17,608$1.03M0.7%+7.9%0.008%
5/16/2025 Rise Advisors LLC525$31K0.0%N/A0.000%
5/16/2025Rockport Wealth LLC125,349$7.34M2.6%+6.1%0.054%
5/16/2025Plotkin Financial Advisors LLC174,858$10.24M6.3%+3.3%0.075%
5/16/2025National Wealth Management Group LLC14,778$865K0.6%+66.1%0.006%
5/16/2025NewEdge Advisors LLC898,120$52.58M0.3%+12.4%0.386%
5/16/2025Integrated Wealth Concepts LLC932,018$54.56M0.6%+1.9%0.400%
5/16/2025Clark Capital Management Group Inc.9,824$575K0.0%+43.5%0.004%
5/16/2025Concorde Asset Management LLC5,096$285K0.2%+6.5%0.002%
5/16/2025AQR Capital Management LLC31,071$1.82M0.0%+70.2%0.013%
5/15/2025Paragon Private Wealth Management LLC11,443$670K0.3%-11.9%0.005%
5/15/2025Focus Partners Advisor Solutions LLC11,142$652K0.0%+92.2%0.005%
5/15/2025Ameriflex Group Inc.18,953$1.11M0.5%-46.1%0.008%
5/15/2025Royal Bank of Canada3,521,054$206.12M0.0%+3.5%1.512%
5/15/2025Betterment LLC40,583$2.38M0.0%+13.1%0.017%
5/15/2025MAI Capital Management21,932$1.28M0.0%-7.4%0.009%
5/15/2025Weitzel Financial Services Inc.135,142$7.55M3.6%-8.7%0.058%
5/15/2025Calton & Associates Inc.9,244$541K0.1%+7.9%0.004%
5/15/2025Spectrum Wealth Advisory Group LLC293,346$17.17M8.2%+17.5%0.126%
5/15/2025Titleist Asset Management LLC74,518$4.36M0.5%+11.1%0.032%
5/15/2025Baird Financial Group Inc.867,566$50.79M0.1%-6.2%0.372%
5/15/2025TD Capital Management LLC20,914$1.22M0.1%-5.3%0.009%
5/15/2025Trexquant Investment LP5,307$311K0.0%+6.2%0.002%
5/15/2025Beck Bode LLC31,707$1.86M0.3%-20.2%0.014%
5/14/2025Delta Investment Management LLC11,478$672K0.1%+8.9%0.005%
5/14/2025CreativeOne Wealth LLC68,012$3.98M0.1%+41.1%0.029%
5/14/2025Per Stirling Capital Management LLC.142,054$8.32M1.2%-1.2%0.061%
5/14/2025PKS Advisory Services LLC25,828$1.51M0.4%+35.7%0.011%
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5/14/2025WCG Wealth Advisors LLC18,461$1.08M0.1%-2.0%0.008%
5/14/2025Full Sail Capital LLC9,790$573K0.0%+47.3%0.004%
5/14/2025Apexium Financial LP31,966$1.87M0.1%-1.3%0.014%
5/14/2025Comerica Bank124,546$7.29M0.0%+9.8%0.053%
5/14/2025Synovus Financial Corp11,882$696K0.0%+23.2%0.005%
5/14/2025SVB Wealth LLC500$29K0.0%N/A0.000%
5/14/2025Northwestern Mutual Wealth Management Co.2,349,402$137.53M0.1%+12.6%1.009%
5/14/2025Heritage Wealth Partners LLC4,671$273K0.4%N/A0.002%
5/14/2025Kestra Advisory Services LLC2,526,316$147.89M0.7%-1.8%1.084%
5/14/2025Purus Wealth Management LLC50,320$2.95M1.3%+0.4%0.022%
(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, 711 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. ($644.09M), Morgan Stanley ($597.15M), Wells Fargo & Company MN ($532.76M), Raymond James Financial Services Advisors Inc. ($376.28M), Ameriprise Financial Inc. ($357.12M), and Commonwealth Equity Services LLC ($355.60M).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 636 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 ($13.22M), Raymond James Financial Inc. ($11.00M), LPL Financial LLC ($5.95M), Global Assets Advisory LLC ($4.35M), Commonwealth Equity Services LLC ($3.41M), Leigh Baldwin & CO. LLC ($2.29M), and Raymond James Financial Services Advisors Inc. ($2.13M).

How much institutional buying is happening at First Trust Rising Dividend Achievers ETF?

Institutional investors have bought a total of 52,608,910 shares in the last 24 months. This purchase volume represents approximately $3.08B in transactions.

Which of First Trust Rising Dividend Achievers ETF's major shareholders have been selling company stock?

Of the 291 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), Fifth Third Securities Inc. ($613.24K), Western Wealth Management LLC ($328.45K), Jaffetilchin Investment Partners LLC ($265.10K), Aspire Capital Advisors LLC ($203.87K), Financial Advocates Investment Management ($182.22K), and Envestnet Asset Management Inc. ($178.57K).

How much institutional selling is happening at First Trust Rising Dividend Achievers ETF?

Institutional investors have sold a total of 12,708,464 shares in the last 24 months. This volume of shares sold represents approximately $743.83M in transactions.


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This page (NASDAQ:RDVY) was last updated on 7/13/2025 by MarketBeat.com Staff
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