First Trust Rising DividendRDVYETF
13F holders, Q2 2024 (June 30)540holders +9
41new positions
28sold out
4famous investors
$54.74avg. 13F price*
At the end of Q2 2024, 540 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 9 from Q1 2024. 41 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($1.1B), Morgan Stanley ($819.3M) and Wells Fargo & Company ($479.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $50.8M |
| Exits | 28 | $25.1M |
All 13F filers, Q1 2024 → Q2 2024: 9,266,139 shares bought and 3,356,523 shares sold, net +5,909,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 540 holders
| LPL Financial LLC | 0.53% | Add +3.7% | 19,372,722 | $1.1B |
| Morgan Stanley | 0.06% | Add +6.2% | 14,963,664 | $819.3M |
| Wells Fargo & Company | 0.12% | Add +2.4% | 8,758,508 | $479.5M |
| Raymond James Financial Services Advisors, Inc. | 0.54% | Add +18.7% | 6,872,756 | $376.3M |
| Bank of America Corp. | 0.03% | Add +8.8% | 5,050,917 | $276.5M |
| Commonwealth Equity Services, LLC | 0.40% | Add +4.8% | 4,634,769 | $253.8M |
| Ameriprise Financial Inc. | 0.07% | Add +11.2% | 4,499,566 | $246.3M |
| UBS Group AG | 0.07% | Add +7.4% | 4,144,302 | $226.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +5.2% | 3,209,445 | $175.7M |
| Osaic Holdings, Inc. | 0.39% | Reduce -5.2% | 2,990,517 | $163.7M |
| Royal Bank of Canada | 0.04% | Add +8.5% | 2,919,246 | $159.8M |
| Raymond James & Associates | 0.10% | Add +2.3% | 2,818,055 | $154.3M |
| Kestra Advisory Services, LLC | 0.78% | Add +0.1% | 2,545,116 | $139.3M |
| Cetera Investment Advisers | 0.31% | Add +10.3% | 2,496,225 | $136.7M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +2.9% | 1,929,784 | $105.7M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +4.0% | 1,862,913 | $102.0M |
| Stifel Financial Corp. | 0.10% | Add +4.6% | 1,640,290 | $89.8M |
| Private Advisor Group, LLC | 0.59% | Add +3.8% | 1,611,084 | $88.2M |
| Csenge Advisory Group | 3.40% | Add +7.1% | 1,094,617 | $59.9M |
| MML Investors Services, LLC | 0.23% | Add +14.7% | 1,054,827 | $57.8M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.7% | 993,943 | $54.4M |
| Equitable Holdings, Inc. | 0.54% | Add +1.5% | 943,358 | $51.6M |
| Integrated Wealth Concepts LLC | 0.68% | Add +2.3% | 914,644 | $50.1M |
| Prospera Financial Services Inc | 1.32% | Add +4.6% | 863,996 | $47.3M |
| HighTower Advisors, LLC | 0.07% | Add +4.8% | 860,535 | $47.1M |
| Truist Financial Corp. | 0.06% | Add +12.7% | 752,466 | $41.2M |
| Baird Financial Group, Inc. | 0.08% | Add +3.6% | 714,703 | $39.1M |
| Kestra Private Wealth Services, LLC | 0.77% | Add +2.5% | 698,556 | $38.2M |
| NewEdge Advisors, LLC | 0.26% | Reduce -1.2% | 656,385 | $35.9M |
| D.A. Davidson & Co. | 0.31% | Reduce -0.4% | 644,886 | $35.3M |
| Atria Wealth Solutions, Inc. | 0.38% | Reduce -1.0% | 618,896 | $33.9M |
| RVW Wealth, LLC | 3.38% | Reduce -0.3% | 618,186 | $33.8M |
| Janney Montgomery Scott LLC | 0.10% | Add +1.6% | 606,641 | $33.2M |
| Steward Partners Investment Advisory, LLC | 0.34% | Reduce -3.8% | 581,187 | $31.8M |
| Avantax Advisory Services, Inc. | 0.22% | Add +19.1% | 567,723 | $31.1M |
| Harbour Investments, Inc. | 1.00% | Reduce -1.4% | 542,645 | $29.7M |
| Affinity Wealth Management LLC | 5.18% | Add +18.7% | 519,010 | $28.4M |
| Koshinski Asset Management, Inc. | 2.52% | Reduce -0.8% | 496,712 | $27.1M |
| Ascension Capital Advisors, Inc. | 14.20% | Add +3.1% | 488,411 | $26.7M |
| Financial Partners Group, Inc | 4.19% | Add +6.0% | 484,936 | $26.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.3% | 478,641 | $26.2M |
| Aptus Capital Advisors, LLC | 0.49% | Add +12.5% | 470,966 | $25.8M |
| Horizon Advisory Services, Inc. | 12.31% | Reduce -2.5% | 469,610 | $25.7M |
| Guardian Wealth Advisors, LLC / NC | 2.98% | Add +11.7% | 464,850 | $25.5M |
| Cwm, LLC | 0.11% | Add +13.9% | 437,626 | $24.0M |
| Hobart Private Capital, LLC | 6.50% | Add +69.4% | 417,184 | $22.8M |
| Solano Wealth Management, Inc. | 12.01% | Add +3.0% | 400,443 | $21.9M |
| Sweet Financial Partners, LLC | 4.93% | Reduce -1.1% | 393,936 | $21.6M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +2.3% | 393,216 | $21.5M |
| Independent Financial Group, LLC | 0.86% | Add +18.3% | 391,137 | $21.4M |
| Fifth Third Securities, Inc. | 1.95% | Reduce -59.7% | 384,594 | $21.1M |
| ABLE Financial Group, LLC | 7.37% | Add +0.1% | 372,384 | $20.4M |
| Western Wealth Management, LLC | 1.47% | Add +0.9% | 362,414 | $19.8M |
| Benjamin F. Edwards & Company, Inc. | 0.34% | Add +3.6% | 356,723 | $19.5M |
| Blair William & Co. | 0.06% | Add +0.1% | 352,350 | $19.3M |
| Mariner, LLC | 0.04% | Add +5.3% | 346,927 | $19.0M |
| Crumly & Associates Inc. | 5.35% | Reduce -0.2% | 339,613 | $18.6M |
| Perennial Investment Advisors, LLC | 2.54% | Add +6.5% | 324,521 | $17.8M |
| US Bancorp \de | 0.02% | Add +1.2% | 316,833 | $17.3M |
| Beacon Financial Group | 1.93% | Reduce -2.6% | 309,426 | $16.9M |
| Key Client Fiduciary Advisors, LLC | 8.37% | Add +75.2% | 302,692 | $16.6M |
| Jaffetilchin Investment Partners, LLC | 1.36% | Reduce -2.9% | 291,954 | $16.0M |
| Park National Corp. | 0.58% | Reduce -2.5% | 285,652 | $15.6M |
| Citigroup Inc. | 0.01% | Reduce -6.4% | 279,500 | $15.3M |
| Good Life Advisors, LLC | 1.23% | Reduce -10.3% | 272,956 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +420.4% | 260,177 | $14.2M |
| Ergawealth Advisors, Inc. | 7.75% | Add +3.2% | 260,084 | $14.2M |
| Arax Advisory Partners | 1.33% | Reduce -0.6% | 249,054 | $13.6M |
| Traction Financial Partners, LLC | 9.51% | Add +6.6% | 230,311 | $13.1M |
| Next Level Private LLC | 5.87% | Add +237.6% | 234,422 | $12.8M |
| Foundations Investment Advisors, LLC | 0.30% | Add +5.7% | 229,311 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +4.2% | 227,536 | $12.5M |
| Pine Valley Investments Ltd Liability Co | 0.90% | Reduce -2.3% | 222,933 | $12.2M |
| Sanctuary Advisors, LLC | 0.09% | — | 218,356 | $11.8M |
| Valmark Advisers, Inc. | 0.19% | Add +1.4% | 202,974 | $11.1M |
| IHT Wealth Management, LLC | 0.41% | Reduce -3.1% | 202,150 | $11.1M |
| Aspire Capital Advisors LLC | 3.62% | Add +3.2% | 201,997 | $11.1M |
| Gladstone Institutional Advisory LLC | 0.58% | Reduce -1.6% | 201,782 | $11.0M |
| IFG Advisory, LLC | 0.70% | Add +203.8% | 198,881 | $10.9M |
| First Heartland Consultants, Inc. | 1.08% | Reduce -24.4% | 197,497 | $10.8M |
| First Horizon Advisors, Inc. | 0.33% | Add +3.8% | 196,653 | $10.8M |
| Legacy Capital Wealth Partners, LLC | 2.71% | New | 194,507 | $10.6M |
| Silver Oak Securities, Incorporated | 1.58% | Add +0.6% | 192,884 | $10.6M |
| US Financial Advisors, LLC | 3.53% | Add +1.6% | 192,349 | $10.5M |
| Howard Financial Services, LTD. | 1.72% | Reduce -1.0% | 191,951 | $10.5M |
| Concurrent Investment Advisors, LLC | 0.35% | Reduce -5.7% | 191,723 | $10.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.5% | 190,173 | $10.4M |
| Pinnacle Associates Ltd. | 0.16% | Add +2.4% | 183,981 | $10.1M |
| PFG Advisors | 0.67% | Reduce -1.9% | 182,257 | $10.0M |
| Plotkin Financial Advisors, LLC | 6.28% | Reduce -1.4% | 178,450 | $9.8M |
| Sanchez Wealth Management Group | 3.13% | Add +1.1% | 176,690 | $9.7M |
| Scarborough Advisors, LLC | 3.93% | New | 174,810 | $9.6M |
| Cedrus LLC | 4.64% | Add +8.3% | 169,438 | $9.3M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +17.2% | 157,042 | $8.6M |
| Ameritas Advisory Services, LLC | 0.32% | Reduce -0.1% | 153,861 | $8.4M |
| Sigma Planning Corp | 0.27% | Reduce -12.6% | 153,652 | $8.4M |
| Wagner Wealth Management, LLC | 2.52% | Reduce -10.8% | 153,639 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -20.5% | 152,753 | $8.4M |
| Asset Allocation Strategies LLC | 2.80% | Reduce -3.8% | 152,013 | $8.3M |
| AJ Advisors, LLC | 4.53% | Reduce -1.9% | 149,522 | $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.