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First Trust Rising Dividend Achievers ETF (RDVY) Institutional Ownership

First Trust Rising Dividend Achievers ETF logo
$79.53 -0.21 (-0.26%)
Closing price 04:00 PM Eastern
Extended Trading
$79.64 +0.11 (+0.14%)
As of 07:30 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 Massive. 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)
560
Total
Institutional Inflows
(last 12 months)
$2.20B
Number of
Institutional Sellers
(last 12 months)
283
Total
Institutional Outflows
(last 12 months)
$605.88M
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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
10/13/2026Accel Wealth Management137,688$10.78M2.3%+8.8%0.043%
10/13/2026PCA Investment Advisory Services Inc.45,736$3.58M1.0%-0.8%0.014%
10/13/2026Stegent Equity Advisors Inc.51,218$4.01M3.2%-1.9%0.016%
10/13/2026Fermata Advisors LLC16,044$1.26M0.2%N/A0.005%
10/13/2026Avior Wealth Management LLC65,003$5.09M0.1%-6.2%0.020%
10/10/2026Sacks & Associates LLC4,941$387K0.3%N/A0.002%
10/10/2026Prism Advisors Inc.20,518$1.63M0.4%-15.2%0.006%
10/10/2026Castleview Partners LLC7,014$549K0.2%-5.3%0.002%
10/9/2026RFG Bristol Wealth Advisors LLC89,171$6.98M1.7%+9.6%0.028%
10/9/2026GK Wealth Management LLC5,654$443K0.2%-42.4%0.002%
10/9/2026Balefire LLC31,849$2.49M0.4%-13.5%0.010%
10/9/2026Castle Rock Wealth Management LLC7,629$606K0.1%+10.3%0.002%
10/9/2026Avaii Wealth Management LLC251,511$19.92M5.5%-0.1%0.079%
10/9/2026First Heartland Consultants Inc.510,462$39.96M2.7%+4.5%0.160%
10/9/2026GAMMA Investing LLC4,382$343K0.0%-19.9%0.001%
10/8/2026Wisconsin Wealth Advisors LLC51,322$4.02M3.4%-2.7%0.016%
10/8/2026Farther Finance Advisors LLC179,604$14.06M0.1%+6.8%0.056%
10/8/2026CoreCap Advisors LLC9,569$749K0.0%-4.2%0.003%
10/8/2026Titleist Asset Management LLC92,411$7.24M0.5%+17.8%0.029%
10/8/2026Avidian Wealth Enterprises LLC106,751$8.36M0.2%-13.8%0.034%
10/8/2026Valeo Financial Advisors LLC18,751$1.47M0.0%-2.4%0.006%
10/8/2026Kaydan Wealth Management Inc.17,138$1.34M0.5%-14.6%0.005%
10/8/2026Whalen Wealth Management Inc.5,239$410K0.2%N/A0.002%
10/8/2026Winebrenner Capital Management LLC28,349$2.22M1.4%-9.7%0.009%
10/7/2026Rhodes Investment Advisors Inc. ADV32,254$2.53M1.8%+17.3%0.010%
10/7/2026Crumly & Associates Inc.346,312$27.11M4.8%+7.3%0.109%
10/6/2026Stewardship Concepts Financial Services LLC113,607$8.89M5.9%-6.3%0.036%
10/6/2026RVW Wealth LLC596,440$46.70M3.0%+1.6%0.187%
10/5/2026Rosenberg Matthew Hamilton550$43K0.0%N/A0.000%
10/5/2026Ballew Advisors Inc72,866$5.77M2.8%+16.2%0.023%
10/5/2026Park National Corp OH402,324$31.50M0.9%-0.3%0.127%
10/5/2026Baker Tilly Wealth Management LLC3,374$264K0.1%N/A0.001%
10/2/2026 Private Client Services LLC14,239$1.12M0.3%-68.1%0.004%
10/1/2026 Stonebridge Financial Group LLC10,953$857K0.1%-1.4%0.003%
9/23/2026QRG Capital Management Inc.22,155$1.80M0.0%+326.8%0.007%
9/23/2026Envestnet Asset Management Inc.5,503,234$446.09M0.1%+1.6%1.746%
9/11/2026Bullseye Investment Management LLC1,700$138K0.1%N/A0.001%
9/9/2026Miramontes Capital LLC13,716$1.11M0.3%-9.2%0.004%
9/9/2026Cahill Financial Advisors Inc.19,654$1.59M0.2%+14.4%0.006%
9/9/2026MCF Advisors LLC1,385$112K0.0%+33.6%0.000%
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9/9/2026M.E. Allison & CO. Inc.6,561$532K0.3%+129.0%0.002%
9/9/2026Capital Analysts LLC17,384$1.41M0.0%-2.3%0.006%
9/9/2026Concorde Asset Management LLC34,831$2.82M1.6%-6.5%0.011%
9/9/2026Pinnacle Wealth Management Advisory Group LLC113,228$9.18M0.5%+3.9%0.037%
9/9/2026NorthRock Partners LLC2,675$217K0.0%N/A0.001%
9/9/2026Integrated Wealth Concepts LLC712,921$57.79M0.3%-16.7%0.232%
9/9/2026RFG Advisory LLC185,203$15.01M0.2%-20.0%0.060%
9/9/2026NewEdge Advisors LLC1,481,721$120.11M0.4%+3.0%0.483%
9/9/2026IFP Advisors Inc117,303$9.51M0.2%-5.9%0.038%
9/9/2026Baird Financial Group Inc.1,135,839$92.07M0.1%+0.8%0.370%
9/8/2026Hudock Inc.2,754$223K0.0%N/A0.001%
9/8/2026Allworth Financial LP55,955$4.54M0.0%+2.1%0.018%
9/8/2026Waverly Advisors LLC74,407$6.03M0.0%+1,968.0%0.024%
9/2/2026Kinetic Wealth Investment Advisors LLC14,950$1.21M0.6%N/A0.005%
9/2/2026Citadel Advisors LLC2,501$203K0.0%-41.8%0.001%
8/27/2026Corient Private Wealth LP925,847$75.05M0.1%-10.5%0.302%
8/27/2026Tucker Asset Management LLC4,769$387K0.1%+4.6%0.002%
8/26/2026HighTower Advisors LLC1,342,401$108.82M0.1%-11.9%0.438%
8/25/2026Kingsbury Capital Investment Advisors LLC11,922$966K0.8%-3.3%0.004%
8/24/2026Serenity Investment Advisors28,004$2.28M1.0%+34.1%0.009%
8/24/2026Carlson Financial Inc.64,855$5.26M2.7%-3.6%0.021%
8/23/2026Ameritas Advisory Services LLC113,809$9.23M0.2%+171.1%0.037%
8/23/2026Guardian Wealth Advisors LLC NC665,509$53.95M3.0%+3.1%0.217%
8/23/2026PCG Wealth Advisors LLC47,301$3.83M0.9%+5.2%0.015%
8/23/2026SFG Wealth Management LLC.43,178$3.50M1.3%-3.7%0.014%
8/23/2026Insight Inv LLC87,609$7.10M3.3%+2.0%0.029%
8/23/2026Northeast Planning Associates INC. NH28,938$2.19M1.6%-6.7%0.009%
8/23/2026Kaydan Wealth Management Inc.20,078$1.63M0.5%+2.4%0.007%
8/22/2026Compass Financial Management LLC3,005$244K0.0%N/A0.001%
8/22/2026NI Acquisitions Company LLC77,617$5.95M2.2%N/A0.025%
8/22/2026MOR Wealth Management LLC2,786$226K0.1%N/A0.001%
8/22/2026SMART Wealth LLC103,047$8.35M1.8%-11.4%0.034%
8/22/2026Investor s Fiduciary Advisor Network LLC6,799$551K0.2%-2.2%0.002%
8/22/2026Legacy Wealth Managment LLC ID38,798$3.15M1.4%+15.1%0.013%
8/22/2026Concurrent Investment Advisors LLC346,073$28.05M0.2%+2.5%0.113%
8/21/2026Integrity Financial Corp WA14,992$1.22M0.6%-20.4%0.005%
8/21/2026Fairway Financial LLC131,657$10.67M7.3%+0.2%0.043%
8/21/2026Paragon Private Wealth Management LLC6,090$494K0.1%-3.1%0.002%
8/21/2026Continuum Advisory LLC44,426$3.60M0.3%+89.2%0.014%
8/21/2026Weitzel Financial Services Inc.152,954$12.22M3.9%+3.0%0.050%
8/21/2026Coppell Advisory Solutions LLC99,995$81K0.0%N/A0.033%
8/21/2026Beacon Financial Advisory LLC35,571$2.88M0.6%+14.1%0.012%
8/21/2026Tsfg LLC138,372$11.22M1.4%+3.3%0.045%
8/21/2026Acorn Wealth Advisors LLC7,068$573K0.1%+29.0%0.002%
8/21/2026Triumph Capital Management130,845$10.61M1.9%-0.7%0.043%
8/20/2026Nwam LLC11,308$917K0.0%+23.0%0.004%
8/20/2026Rehmann Capital Advisory Group35,052$3.09M0.1%+43.3%0.011%
8/20/2026Headlands Technologies LLC4,885$396K0.0%N/A0.002%
8/20/2026Susquehanna International Group LLP18,059$1.46M0.0%-24.9%0.006%
8/20/2026Sigma Planning Corp252,822$20.49M0.5%-2.4%0.082%
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8/20/2026Benjamin Edwards Inc.468,651$38.00M0.3%+1.9%0.153%
8/20/2026Northwestern Mutual Wealth Management Co.3,492,637$283.11M0.2%+12.2%1.139%
8/20/2026Wedbush Securities Inc.84,936$6.89M0.2%+10.4%0.028%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,767$143K0.0%-43.0%0.001%
8/15/2026Invst LLC127,118$10.30M1.0%+7.5%0.041%
8/14/2026Twin Peaks Wealth Advisors LLC37,238$3.02M0.7%+1.8%0.012%
8/13/2026GSG Advisors LLC194,151$15.74M3.5%+2.7%0.063%
8/13/2026Leigh Baldwin & CO. LLC14,695$1.19M0.6%-1.6%0.005%
8/12/2026Compass Financial Management LLC3,005$244K0.0%N/A0.001%
8/12/2026Cahill Financial Advisors Inc.19,654$1.59M0.2%+14.4%0.006%


RDVY Institutional Ownership - Frequently Asked Questions

During the previous two years, 829 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 Envestnet Asset Management Inc. ($446.09M).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 ($7.22M), International Assets Investment Management LLC ($6.70M), Ameriprise Financial Inc. ($3.09M), Leigh Baldwin & CO. LLC ($2.29M), Envestnet Asset Management Inc. ($1.91M), and JPMorgan Chase & Co. ($1.68M).

Institutional investors have bought a total of 31,791,211 shares in the last 24 months. This purchase volume represents approximately $2.20B in transactions.

Of the 283 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 ($626.08K), 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 8,627,296 shares in the last 24 months. This volume of shares sold represents approximately $605.88M in transactions.


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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 10/13/2026. New 13F filings are added each quarter as they're published.
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