First Trust Rising DividendRDVYETF
13F holders, Q2 2026 (June 30)819holders +51
82new positions
32sold out
4famous investors
$80.98avg. 13F price*
At the end of Q2 2026, 819 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 51 from Q1 2026. 82 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($2.8B), Morgan Stanley ($1.7B) and Raymond James Financial Inc. ($1.0B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- First Trust Rising Dividend
- CUSIP
- 33738R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $168.4M |
| Exits | 32 | $51.7M |
All 13F filers, Q1 2026 → Q2 2026: 14,417,208 shares bought and 5,740,494 shares sold, net +8,676,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 819 holders
| LPL Financial LLC | 0.64% | Add +8.1% | 34,938,293 | $2.8B |
| Morgan Stanley | 0.09% | Reduce -1.2% | 20,627,246 | $1.7B |
| Raymond James Financial Inc. | 0.28% | Add +3.7% | 12,803,482 | $1.0B |
| Wells Fargo & Company | 0.18% | Add +12.2% | 12,683,451 | $1.0B |
| Ameriprise Financial Inc. | 0.15% | Add +0.6% | 9,393,389 | $761.4M |
| Bank of America Corp. | 0.04% | Add +0.2% | 7,458,152 | $604.6M |
| Commonwealth Equity Services, LLC | 0.58% | Add +1.0% | 5,668,806 | $459.5M |
| Envestnet Asset Management Inc. | 0.11% | Add +1.6% | 5,503,234 | $446.1M |
| UBS Group AG | 0.07% | Reduce -2.4% | 5,398,773 | $437.6M |
| Royal Bank of Canada | 0.07% | Add +7.2% | 5,392,002 | $437.1M |
| Osaic Holdings, Inc. | 0.44% | Add +5.0% | 4,633,995 | $375.7M |
| Cetera Investment Advisers | 0.32% | Add +7.6% | 4,350,617 | $352.7M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +12.2% | 3,492,637 | $283.1M |
| Cambridge Investment Research Advisors, Inc. | 0.63% | Add +6.9% | 3,454,180 | $280.0M |
| Private Advisor Group, LLC | 1.19% | Add +22.9% | 3,198,885 | $259.3M |
| Kestra Advisory Services, LLC | 0.72% | Reduce -4.3% | 2,761,957 | $223.9M |
| Stifel Financial Corp. | 0.18% | Add +4.8% | 2,674,445 | $216.8M |
| Jones Financial Companies LLLP | 0.08% | Add +21.7% | 2,562,816 | $203.2M |
| Truist Financial Corp. | 0.17% | Add +1.9% | 1,796,860 | $145.7M |
| MML Investors Services, LLC | 0.28% | Add +23.6% | 1,678,164 | $136.0M |
| Janney Montgomery Scott LLC | 0.25% | Add +4.8% | 1,623,440 | $131.6M |
| NewEdge Advisors, LLC | 0.36% | Add +3.0% | 1,481,721 | $120.1M |
| Blair William & Co. | 0.30% | Add +62.5% | 1,431,021 | $116.0M |
| PNC Financial Services Group, Inc. | 0.06% | Add +0.7% | 1,406,881 | $114.0M |
| HighTower Advisors, LLC | 0.10% | Reduce -11.9% | 1,342,401 | $108.8M |
| Equitable Holdings, Inc. | 0.61% | Add +0.8% | 1,259,445 | $102.1M |
| Baird Financial Group, Inc. | 0.13% | Add +0.8% | 1,135,839 | $92.1M |
| Prospera Financial Services Inc | 1.30% | Reduce -5.6% | 1,105,561 | $89.6M |
| Csenge Advisory Group | 3.52% | Add +1.8% | 1,066,840 | $86.5M |
| D.A. Davidson & Co. | 0.44% | Add +2.6% | 977,097 | $79.2M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -0.0% | 967,545 | $78.4M |
| Kestra Private Wealth Services, LLC | 0.86% | Add +2.8% | 961,997 | $78.0M |
| Corient Private Wealth LP | 0.10% | Reduce -10.5% | 925,847 | $75.0M |
| Harbour Investments, Inc. | 1.00% | Add +2.9% | 912,649 | $74.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.6% | 870,819 | $70.1M |
| Liberty Square Wealth Partners LLC | 16.62% | Add +6.9% | 860,676 | $69.8M |
| Integrated Wealth Concepts LLC | 0.38% | Reduce -16.7% | 712,921 | $57.8M |
| Arax Advisory Partners | 0.38% | Add +47.5% | 709,083 | $57.5M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +22.8% | 698,928 | $56.7M |
| Aptus Capital Advisors, LLC | 0.40% | Add +2.4% | 669,631 | $54.3M |
| Guardian Wealth Advisors, LLC / NC | 3.06% | Add +3.1% | 665,509 | $53.9M |
| Affinity Wealth Management LLC | 6.93% | Add +0.1% | 663,879 | $53.8M |
| Paradiem, LLC | 10.67% | New | 610,726 | $49.5M |
| Stratos Wealth Partners, LTD. | 0.48% | Add +1.0% | 588,137 | $47.7M |
| RVW Wealth, LLC | 3.13% | Add +2.8% | 586,906 | $47.6M |
| Koshinski Asset Management, Inc. | 2.48% | Add +1.6% | 573,639 | $46.5M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +55.8% | 577,642 | $46.4M |
| Ascension Capital Advisors, Inc. | 12.87% | Reduce -3.4% | 565,306 | $45.8M |
| Perennial Investment Advisors, LLC | 3.00% | Add +6.8% | 554,406 | $44.9M |
| Financial Partners Group, Inc | 4.46% | Reduce -0.1% | 542,375 | $44.0M |
| Horizon Advisory Services, Inc. | 17.89% | Reduce -2.6% | 523,280 | $42.4M |
| Gladstone Institutional Advisory LLC | 1.33% | Add +2.9% | 520,450 | $42.2M |
| Vestmark Advisory Solutions, Inc. | 0.39% | Reduce -31.8% | 506,198 | $41.0M |
| Elevation Point Wealth Partners, LLC | 0.76% | Reduce -30.2% | 504,374 | $40.9M |
| Rise Advisors, LLC | 11.19% | Add +3.9% | 490,602 | $39.8M |
| Citigroup Inc. | 0.02% | Add +13.7% | 489,448 | $39.7M |
| First Heartland Consultants, Inc. | 2.56% | Add +1.6% | 488,517 | $39.6M |
| Advance Capital Management, Inc. | 1.25% | Add +552.1% | 478,374 | $38.8M |
| Benjamin Edwards Inc. | 0.35% | Add +1.9% | 468,651 | $38.0M |
| Bleakley Financial Group, LLC | 0.47% | Add +3.2% | 459,264 | $37.2M |
| VestGen Advisors, LLC | 1.02% | Reduce -0.3% | 429,740 | $34.8M |
| Hobart Private Capital, LLC | 5.96% | Reduce -17.0% | 428,601 | $34.7M |
| Foundations Investment Advisors, LLC | 0.35% | Add +6.0% | 423,202 | $34.3M |
| US Bancorp \de | 0.04% | Add +5.5% | 406,393 | $32.9M |
| Park National Corp. | 0.92% | Add +6.8% | 403,681 | $32.7M |
| Next Level Private LLC | 6.01% | Add +4.4% | 378,597 | $30.7M |
| ODonnell Financial Services, LLC | 8.98% | Add +3.9% | 376,288 | $30.5M |
| Western Wealth Management, LLC | 0.96% | Add +2.2% | 361,477 | $29.3M |
| Independent Financial Group, LLC | 0.54% | Reduce -0.8% | 357,875 | $29.0M |
| &partners | 0.12% | Add +6.4% | 352,932 | $28.6M |
| Sanctuary Advisors, LLC | 0.13% | Add +6.6% | 346,590 | $28.1M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +2.5% | 346,073 | $28.1M |
| Sanchez Wealth Management Group | 4.78% | Add +3.3% | 336,354 | $27.3M |
| Intellus Advisors LLC | 3.27% | Reduce -0.1% | 331,858 | $26.9M |
| Commonwealth Financial Services, LLC | 3.53% | Add +85.0% | 324,066 | $26.3M |
| Crumly & Associates Inc. | 5.01% | Add +5.5% | 322,777 | $26.2M |
| Howard Financial Services, LTD. | 2.43% | Add +4.0% | 299,667 | $24.3M |
| Silver Oak Securities, Incorporated | 1.46% | Add +9.8% | 296,606 | $24.0M |
| Pine Valley Investments Ltd Liability Co | 1.02% | Add +3.3% | 296,008 | $24.0M |
| Valmark Advisers, Inc. | 0.25% | Reduce -7.8% | 290,555 | $23.6M |
| Key Client Fiduciary Advisors, LLC | 6.74% | Add +1.6% | 285,320 | $23.1M |
| Uniting Wealth Partners, LLC | 4.58% | Add +3.0% | 278,026 | $22.5M |
| Geneos Wealth Management Inc. | 0.46% | Add +2.6% | 276,555 | $22.4M |
| Sentinel Advisory Group, LLC | 9.13% | Add +3.7% | 275,966 | $22.4M |
| IHT Wealth Management, LLC | 0.47% | Add +12.3% | 274,745 | $22.3M |
| Oppenheimer & Co. Inc. | 0.23% | Add +32.2% | 267,847 | $21.7M |
| Redhawk Wealth Advisors, Inc. | 2.13% | Add +89.7% | 266,232 | $21.6M |
| tru Independence LLC | 9.24% | Add +1.2% | 260,568 | $21.1M |
| Tidemark, LLC | 4.75% | Reduce -17.7% | 260,567 | $21.1M |
| Arkadios Wealth Advisors | 0.32% | Reduce -35.2% | 259,141 | $21.0M |
| Kingsview Wealth Management, LLC | 0.25% | Reduce -5.5% | 254,845 | $20.7M |
| Sigma Planning Corp | 0.52% | Reduce -2.4% | 252,822 | $20.5M |
| Avaii Wealth Management, LLC | 6.00% | Add +3.2% | 251,696 | $20.4M |
| IFG Advisory, LLC | 0.70% | New | 246,860 | $20.0M |
| Daymark Wealth Partners, LLC | 0.48% | Reduce -2.6% | 241,606 | $19.6M |
| Traction Financial Partners, LLC | 10.35% | Add +1.1% | 240,426 | $19.5M |
| Stratos Wealth Advisors, LLC | 1.05% | Add +21.9% | 235,642 | $19.1M |
| Chris Bulman Inc | 6.92% | Add +8.6% | 233,836 | $19.0M |
| Level Four Advisory Services, LLC | 0.53% | Add +2.2% | 231,642 | $18.8M |
| Prudential PLC | 0.12% | New | 227,200 | $18.4M |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.