First Trust Rising DividendRDVYETF
13F holders, Q1 2024 (March 31)531holders
4famous investors
$56.14avg. 13F price*
At the end of Q1 2024, 531 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings. The largest holders were LPL Financial LLC ($1.0B), Morgan Stanley ($791.3M) and Wells Fargo & Company ($480.3M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $48.9M |
| Exits | 31 | $40.7M |
Ownership 531 holders
| LPL Financial LLC | 0.56% | Add +11.1% | 18,685,624 | $1.0B |
| Morgan Stanley | 0.06% | Add +8.0% | 14,088,374 | $791.3M |
| Wells Fargo & Company | 0.13% | Add +7.5% | 8,550,750 | $480.3M |
| Raymond James Financial Services Advisors, Inc. | 0.48% | Reduce -0.3% | 5,788,639 | $325.1M |
| Bank of America Corp. | 0.03% | Add +14.3% | 4,642,866 | $260.8M |
| Commonwealth Equity Services, LLC | 0.41% | Add +10.9% | 4,424,371 | $248.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.4% | 4,047,759 | $228.0M |
| UBS Group AG | 0.07% | Add +16.6% | 3,859,788 | $216.8M |
| Osaic Holdings, Inc. | 0.40% | Reduce -12.9% | 3,155,068 | $176.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +4.5% | 3,050,442 | $171.3M |
| Raymond James & Associates | 0.10% | Add +1.8% | 2,753,855 | $154.7M |
| Royal Bank of Canada | 0.04% | Add +6.5% | 2,689,443 | $151.1M |
| Kestra Advisory Services, LLC | 0.96% | Add +17.4% | 2,542,131 | $142.8M |
| Cetera Investment Advisers | 0.30% | Add +178.5% | 2,264,096 | $127.2M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Add +10.2% | 1,876,091 | $105.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +10.9% | 1,791,866 | $100.6M |
| Stifel Financial Corp. | 0.10% | Add +30.3% | 1,567,589 | $88.1M |
| Private Advisor Group, LLC | 0.63% | Add +9.9% | 1,551,985 | $87.2M |
| Csenge Advisory Group | 3.22% | Add +4.0% | 1,021,905 | $57.4M |
| PNC Financial Services Group, Inc. | 0.04% | Add +8.5% | 977,715 | $54.9M |
| Fifth Third Securities, Inc. | 5.20% | Reduce -5.1% | 953,549 | $53.6M |
| Equitable Holdings, Inc. | 0.59% | Add +6.7% | 929,396 | $52.2M |
| MML Investors Services, LLC | 0.21% | Add +7.2% | 919,902 | $51.7M |
| Integrated Wealth Concepts LLC | 0.73% | Add +14.9% | 894,351 | $50.2M |
| Prospera Financial Services Inc | 1.38% | Add +5.4% | 826,205 | $46.4M |
| HighTower Advisors, LLC | 0.07% | Add +6.1% | 821,346 | $46.1M |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 815,684 | $45.8M |
| Baird Financial Group, Inc. | 0.08% | Reduce -0.4% | 689,816 | $38.7M |
| Kestra Private Wealth Services, LLC | 0.86% | Add +22.5% | 681,304 | $38.3M |
| Truist Financial Corp. | 0.06% | Reduce -0.6% | 667,448 | $37.5M |
| NewEdge Advisors, LLC | 0.33% | Reduce -7.8% | 664,096 | $37.3M |
| D.A. Davidson & Co. | 0.33% | Add +12.0% | 647,379 | $36.4M |
| Atria Wealth Solutions, Inc. | 0.40% | Add +26.4% | 625,083 | $35.1M |
| RVW Wealth, LLC | 3.58% | Add +0.8% | 619,989 | $34.8M |
| Steward Partners Investment Advisory, LLC | 0.37% | Add +1.2% | 604,170 | $33.9M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -1.6% | 596,817 | $33.5M |
| Harbour Investments, Inc. | 1.09% | Add +4.8% | 550,169 | $30.9M |
| Koshinski Asset Management, Inc. | 2.88% | Add +1707.8% | 500,465 | $28.1M |
| Horizon Advisory Services, Inc. | 12.60% | — | 481,560 | $27.0M |
| Avantax Advisory Services, Inc. | 0.24% | Add +93.0% | 476,820 | $26.8M |
| Ascension Capital Advisors, Inc. | 14.80% | Add +2.7% | 473,665 | $26.6M |
| Financial Partners Group, Inc | 4.10% | Add +11.5% | 457,577 | $25.7M |
| Affinity Wealth Management LLC | 4.55% | Add +1.2% | 437,256 | $24.6M |
| Aptus Capital Advisors, LLC | 0.50% | Add +10.0% | 418,583 | $23.5M |
| Guardian Wealth Advisors, LLC / NC | 2.86% | Add +10.8% | 416,338 | $23.4M |
| Sweet Financial Partners, LLC | 5.17% | Reduce -1.4% | 398,538 | $22.4M |
| Solano Wealth Management, Inc. | 12.25% | Add +18.3% | 388,752 | $21.8M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +6.3% | 384,452 | $21.6M |
| Cwm, LLC | 0.10% | Add +56.8% | 384,051 | $21.6M |
| ABLE Financial Group, LLC | 8.21% | Reduce -1.0% | 372,066 | $20.9M |
| Western Wealth Management, LLC | 1.57% | Reduce -3.5% | 359,264 | $20.2M |
| Blair William & Co. | 0.06% | Add +9.3% | 351,981 | $19.8M |
| Benjamin F. Edwards & Company, Inc. | 0.35% | Add +9.5% | 344,306 | $19.3M |
| Crumly & Associates Inc. | 5.03% | Add +133.1% | 340,432 | $19.1M |
| Independent Financial Group, LLC | 0.85% | Add +64.7% | 330,690 | $18.6M |
| Mariner, LLC | 0.04% | Reduce -4.4% | 329,412 | $18.5M |
| Beacon Financial Group | 2.05% | Add +26.9% | 317,742 | $17.8M |
| US Bancorp \de | 0.02% | Add +2.5% | 313,035 | $17.6M |
| Perennial Investment Advisors, LLC | 2.61% | Add +80.6% | 304,727 | $17.1M |
| Good Life Advisors, LLC | 1.52% | Reduce -8.4% | 304,217 | $17.1M |
| Jaffetilchin Investment Partners, LLC | 1.51% | Add +9.5% | 300,570 | $16.9M |
| Citigroup Inc. | 0.02% | Add +3.1% | 298,487 | $16.8M |
| Park National Corp. | 0.63% | Reduce -0.4% | 292,999 | $16.5M |
| First Heartland Consultants, Inc. | 1.52% | Add +9.6% | 261,381 | $14.7M |
| Financial Advocates Investment Management | 0.83% | Reduce -5.1% | 254,203 | $14.3M |
| Ergawealth Advisors, Inc. | 7.76% | Add +15.0% | 251,949 | $14.2M |
| Arax Advisory Partners | 1.49% | Add +1.4% | 250,665 | $14.1M |
| Hobart Private Capital, LLC | 4.22% | Add +18.4% | 246,241 | $13.8M |
| Pine Valley Investments Ltd Liability Co | 1.00% | Add +25.8% | 228,181 | $12.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +14.1% | 218,413 | $12.3M |
| Foundations Investment Advisors, LLC | 0.32% | Add +14.7% | 217,000 | $12.2M |
| Traction Financial Partners, LLC | 9.32% | Reduce -2.1% | 216,107 | $11.9M |
| IHT Wealth Management, LLC | 0.47% | Reduce -20.9% | 208,676 | $11.7M |
| Gladstone Institutional Advisory LLC | 0.63% | Reduce -3.7% | 205,058 | $11.5M |
| Concurrent Investment Advisors, LLC | 0.46% | Add +18.5% | 203,205 | $11.4M |
| Valmark Advisers, Inc. | 0.20% | Reduce -21.2% | 200,144 | $11.2M |
| Aspire Capital Advisors LLC | 3.70% | Add +39.9% | 195,683 | $11.0M |
| Howard Financial Services, LTD. | 1.88% | Add +5.7% | 193,969 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -6.0% | 192,231 | $10.8M |
| Silver Oak Securities, Incorporated | 1.65% | Add +4.0% | 191,724 | $10.8M |
| First Horizon Advisors, Inc. | 0.33% | Reduce -7.7% | 189,543 | $10.6M |
| US Financial Advisors, LLC | 3.68% | Add +2.9% | 189,247 | $10.6M |
| PFG Advisors | 0.76% | Reduce -2.3% | 185,857 | $10.4M |
| Advisory Alpha, LLC | 0.42% | Reduce -10.5% | 182,539 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.6% | 181,992 | $10.2M |
| Plotkin Financial Advisors, LLC | 6.74% | Add +9.2% | 181,081 | $10.2M |
| Pinnacle Associates Ltd. | 0.16% | Add +2.4% | 179,643 | $10.1M |
| Sigma Planning Corp | 0.31% | Add +97.8% | 175,817 | $9.9M |
| GeoWealth Management, LLC | 0.38% | Reduce -43.5% | 175,127 | $9.8M |
| Sanchez Wealth Management Group | 3.33% | Reduce -2.8% | 174,823 | $9.8M |
| Key Client Fiduciary Advisors, LLC | 5.15% | Reduce -0.8% | 172,753 | $9.7M |
| Invst, LLC | 1.15% | Add +6.1% | 173,662 | $9.7M |
| TBH Global Asset Management, LLC | 1.93% | Reduce -8.5% | 172,252 | $9.7M |
| Wagner Wealth Management, LLC | 2.95% | Add +57.1% | 172,149 | $9.7M |
| Asset Allocation Strategies LLC | 3.14% | Add +0.0% | 158,058 | $8.9M |
| Cedrus LLC | 4.80% | Add +7.2% | 156,528 | $8.8M |
| Ameritas Advisory Services, LLC | 0.35% | Add +19.9% | 153,953 | $8.6M |
| AJ Advisors, LLC | 4.72% | Add +5.1% | 152,372 | $8.6M |
| Weitzel Financial Services, Inc. | 4.20% | Add +2.9% | 148,562 | $8.3M |
| Per Stirling Capital Management, LLC. | 1.37% | Add +4.0% | 146,543 | $8.2M |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.