FIRST TRUST RISING DIVIDEND RDVY
$80.14
-0.5% 52w: $59.91 – $81.06
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data59.9170.4881.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
755
+5 QoQ
13F value
$14.70B
+2.8% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $33K puts
Institutional value by quarter
Number of holders
Who owns RDVY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 32.3M | $2.21B | 0.6% | +6.0% |
| MORGAN STANLEY | Bank broker | 20.9M | $1.43B | 0.1% | +3.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 12.3M | $842.9M | 0.3% | +9.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 11.3M | $772.0M | 0.2% | +0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 9.3M | $638.4M | 0.1% | +3.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.4M | $508.3M | 0.0% | +3.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 5.6M | $383.2M | 0.5% | +1.0% |
| UBS Group AG | Bank broker | 5.5M | $377.5M | 0.1% | -7.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.4M | $369.8M | 0.1% | +5.2% |
| ROYAL BANK OF CANADA | Bank broker | 5.0M | $343.5M | 0.1% | +6.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 4.4M | $301.4M | 0.4% | +12.8% |
| Cetera Investment Advisers | Wealth advisor | 4.0M | $276.1M | 0.3% | +8.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 3.2M | $220.6M | 0.6% | +19.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.1M | $212.5M | 0.1% | +14.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 2.9M | $197.0M | 0.7% | +4.7% |
| Private Advisor Group, LLC | Wealth advisor | 2.6M | $177.7M | 0.8% | -0.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.6M | $174.3M | 0.2% | +3.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.1M | $140.4M | 0.1% | +34.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.8M | $120.4M | 0.2% | +8.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.5M | $105.8M | 0.3% | +3.0% |
| HighTower Advisors, LLC | Diversified mechanical | 1.5M | $104.1M | 0.1% | +4.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.4M | $98.2M | 0.4% | +9.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.4M | $95.4M | 0.1% | -0.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.4M | $92.7M | 0.3% | -9.3% |
| Equitable Holdings, Inc. | Wealth advisor | 1.2M | $86.8M | 0.6% | -8.1% |
| Prospera Financial Services Inc | Diversified mechanical | 1.2M | $80.0M | 1.3% | +5.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.1M | $76.9M | 0.1% | +10.0% |
| Csenge Advisory Group | Wealth advisor | 1.0M | $71.6M | 3.3% | +4.3% |
| Mariner, LLC | Diversified mechanical | 1.0M | $71.0M | 0.1% | -1.0% |
| Corient Private Wealth LLC | Diversified mechanical | 1.0M | $70.6M | 0.1% | -56.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 967.6K | $66.1M | 0.1% | +1.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 952.6K | $65.0M | 0.4% | +8.1% |
| CWM, LLC | Wealth advisor | 939.5K | $64.1M | 0.2% | -3.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 935.6K | $63.9M | 0.8% | +6.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 887.2K | $60.6M | 0.9% | +53.3% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 880.8K | $60.1M | 0.2% | +16.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 855.5K | $58.4M | 0.5% | +87.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 844.4K | $57.7M | 0.0% | New |
| LIBERTY SQUARE WEALTH PARTNERS LLC | Wealth advisor | 805.3K | $55.0M | 15.3% | +9.4% |
| JPMORGAN CHASE & CO | Bank broker | 773.2K | $51.4M | 0.0% | +23.0% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 742.6K | $50.7M | 0.6% | +1611.9% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 722.8K | $49.4M | 1.2% | +1520.4% |
| AFFINITY WEALTH MANAGEMENT LLC | Wealth advisor | 663.4K | $45.3M | 6.9% | -0.2% |
| Aptus Capital Advisors, LLC | Wealth advisor | 654.2K | $44.7M | 0.4% | +1.0% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 645.4K | $44.1M | 2.8% | +0.3% |
| Ascension Capital Advisors, Inc. | Wealth advisor | 585.4K | $40.0M | 12.6% | +0.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 582.1K | $39.7M | 0.5% | +7.8% |
| RVW Wealth, LLC | Wealth advisor | 570.7K | $39.0M | 3.0% | -1.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 569.2K | $38.9M | 0.2% | +6.2% |
| Koshinski Asset Management, Inc. | Wealth advisor | 564.5K | $38.5M | 2.4% | -0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.