First Trust Rising DividendRDVYETF
13F holders, Q3 2024 (September 30)572holders +32
48new positions
19sold out
5famous investors
$59.20avg. 13F price*
At the end of Q3 2024, 572 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 32 from Q2 2024. 48 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($1.2B), Morgan Stanley ($915.5M) and Wells Fargo & Company ($514.0M). 5 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $72.0M |
| Exits | 19 | $12.5M |
All 13F filers, Q2 2024 → Q3 2024: 9,018,085 shares bought and 2,206,069 shares sold, net +6,812,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| LPL Financial LLC | 0.54% | Add +4.9% | 20,326,430 | $1.2B |
| Morgan Stanley | 0.07% | Add +3.3% | 15,461,962 | $915.5M |
| Wells Fargo & Company | 0.13% | Reduce -0.9% | 8,680,772 | $514.0M |
| Raymond James Financial Services Advisors, Inc. | 0.55% | Add +2.3% | 7,027,474 | $416.1M |
| Bank of America Corp. | 0.03% | Add +7.3% | 5,419,467 | $320.9M |
| Commonwealth Equity Services, LLC | 0.47% | Add +12.9% | 5,230,868 | $309.7M |
| Ameriprise Financial Inc. | 0.07% | Add +4.9% | 4,718,658 | $279.4M |
| UBS Group AG | 0.07% | Add +2.1% | 4,229,850 | $250.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.7% | 3,265,270 | $193.3M |
| Royal Bank of Canada | 0.04% | Add +4.8% | 3,058,806 | $181.1M |
| Osaic Holdings, Inc. | 0.39% | Reduce -1.3% | 2,950,812 | $174.7M |
| Raymond James & Associates | 0.10% | Reduce -1.8% | 2,766,435 | $163.8M |
| Kestra Advisory Services, LLC | 0.83% | Reduce -0.7% | 2,526,165 | $149.6M |
| Cetera Investment Advisers | 0.33% | Add +0.9% | 2,518,932 | $149.1M |
| Cambridge Investment Research Advisors, Inc. | 0.42% | Add +8.2% | 2,088,306 | $123.6M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +7.0% | 1,994,278 | $118.1M |
| Stifel Financial Corp. | 0.10% | Add +2.2% | 1,675,769 | $99.2M |
| Private Advisor Group, LLC | 0.60% | Add +1.8% | 1,639,849 | $97.1M |
| HighTower Advisors, LLC | 0.11% | Add +47.3% | 1,267,282 | $75.0M |
| JPMorgan Chase & Co. | 0.01% | Add +135.8% | 1,128,835 | $66.8M |
| PNC Financial Services Group, Inc. | 0.04% | Add +12.2% | 1,114,743 | $66.0M |
| Csenge Advisory Group | 3.40% | Reduce -1.0% | 1,083,423 | $65.1M |
| MML Investors Services, LLC | 0.21% | Reduce -6.2% | 989,452 | $58.6M |
| Equitable Holdings, Inc. | 0.54% | Reduce -0.5% | 938,566 | $55.6M |
| Baird Financial Group, Inc. | 0.11% | Add +30.1% | 929,687 | $55.0M |
| Integrated Wealth Concepts LLC | 0.65% | Reduce -0.9% | 906,653 | $53.7M |
| Prospera Financial Services Inc | 1.35% | Add +3.0% | 890,380 | $52.7M |
| Truist Financial Corp. | 0.07% | Add +3.4% | 778,277 | $46.1M |
| NewEdge Advisors, LLC | 0.29% | Add +16.0% | 761,509 | $45.1M |
| Kestra Private Wealth Services, LLC | 0.75% | Reduce -0.9% | 692,072 | $41.0M |
| D.A. Davidson & Co. | 0.33% | Add +4.5% | 674,180 | $39.9M |
| RVW Wealth, LLC | 3.48% | Add +2.4% | 632,945 | $37.5M |
| Atria Wealth Solutions, Inc. | 0.40% | Reduce -0.3% | 617,220 | $36.5M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -2.3% | 592,664 | $35.1M |
| Avantax Advisory Services, Inc. | 0.23% | Add +2.6% | 582,302 | $34.5M |
| Harbour Investments, Inc. | 0.94% | Reduce -2.4% | 529,708 | $31.4M |
| Affinity Wealth Management LLC | 5.52% | Add +1.3% | 525,929 | $31.1M |
| Ascension Capital Advisors, Inc. | 14.30% | Add +6.0% | 517,665 | $30.7M |
| Steward Partners Investment Advisory, LLC | 0.28% | Reduce -11.2% | 516,097 | $30.6M |
| Koshinski Asset Management, Inc. | 2.59% | Add +1.7% | 505,227 | $29.9M |
| Aptus Capital Advisors, LLC | 0.44% | Add +3.8% | 488,628 | $28.9M |
| Guardian Wealth Advisors, LLC / NC | 3.09% | Add +3.8% | 482,511 | $28.6M |
| Cwm, LLC | 0.12% | Add +9.8% | 480,651 | $28.5M |
| Financial Partners Group, Inc | 4.11% | Reduce -3.4% | 468,542 | $27.7M |
| Horizon Advisory Services, Inc. | 12.50% | Reduce -1.4% | 462,895 | $27.4M |
| Hobart Private Capital, LLC | 6.58% | Add +4.1% | 434,230 | $25.7M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +6.0% | 416,702 | $24.7M |
| Independent Financial Group, LLC | 0.89% | Add +4.0% | 406,679 | $24.1M |
| Sweet Financial Partners, LLC | 4.95% | Reduce -2.0% | 386,015 | $22.9M |
| Mariner, LLC | 0.04% | Add +10.8% | 384,230 | $22.8M |
| Blair William & Co. | 0.06% | Reduce -0.7% | 349,769 | $20.7M |
| Perennial Investment Advisors, LLC | 2.68% | Add +7.3% | 348,096 | $20.6M |
| Fifth Third Securities, Inc. | 1.91% | Reduce -11.5% | 340,308 | $20.1M |
| First Heartland Consultants, Inc. | 2.16% | Add +71.9% | 339,475 | $20.1M |
| Benjamin Edwards Inc. | 0.29% | Add +5198.7% | 336,786 | $19.9M |
| Western Wealth Management, LLC | 1.13% | Reduce -7.7% | 334,491 | $19.8M |
| US Bancorp \de | 0.03% | Add +5.4% | 334,077 | $19.8M |
| Crumly & Associates Inc. | 5.11% | Reduce -8.1% | 312,175 | $18.5M |
| Arax Advisory Partners | 1.64% | Add +24.7% | 310,484 | $18.4M |
| ABLE Financial Group, LLC | 5.53% | Reduce -18.9% | 302,126 | $17.9M |
| Key Client Fiduciary Advisors, LLC | 8.12% | Reduce -0.6% | 300,986 | $17.8M |
| Citigroup Inc. | 0.02% | Add +7.3% | 300,031 | $17.8M |
| Beacon Financial Group | 1.93% | Reduce -3.2% | 299,390 | $17.7M |
| Park National Corp. | 0.59% | Reduce -0.5% | 284,283 | $16.8M |
| Jaffetilchin Investment Partners, LLC | 1.27% | Reduce -3.1% | 282,970 | $16.8M |
| Good Life Advisors, LLC | 1.02% | Add +2.8% | 280,718 | $16.6M |
| Foundations Investment Advisors, LLC | 0.35% | Add +21.8% | 279,261 | $16.5M |
| Valmark Advisers, Inc. | 0.25% | Add +33.4% | 270,843 | $16.0M |
| Scarborough Advisors, LLC | 2.59% | Add +54.5% | 270,154 | $16.0M |
| Ergawealth Advisors, Inc. | 7.53% | Reduce -1.4% | 256,337 | $15.2M |
| IHT Wealth Management, LLC | 0.42% | Add +22.5% | 247,577 | $14.7M |
| Next Level Private LLC | 5.99% | Add +5.4% | 247,080 | $14.6M |
| Sanctuary Advisors, LLC | 0.09% | Add +4.2% | 227,479 | $14.5M |
| Legacy Capital Wealth Partners, LLC | 2.80% | Add +24.8% | 242,768 | $14.0M |
| Pine Valley Investments Ltd Liability Co | 0.94% | Add +2.9% | 229,330 | $13.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.2% | 223,246 | $13.2M |
| Jones Financial Companies LLLP | 0.01% | Add +175.6% | 222,542 | $13.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -4.1% | 218,172 | $12.9M |
| Cedrus LLC | 4.78% | Add +28.5% | 217,793 | $12.9M |
| Spectrum Wealth Advisory Group, LLC | 6.95% | New | 209,292 | $12.4M |
| Aspire Capital Advisors LLC | 3.64% | Add +2.1% | 206,318 | $12.2M |
| Gladstone Institutional Advisory LLC | 0.60% | Add +2.2% | 206,165 | $12.2M |
| Traction Financial Partners, LLC | 9.51% | Reduce -11.2% | 204,634 | $12.1M |
| Silver Oak Securities, Incorporated | 1.27% | Add +6.1% | 204,727 | $12.1M |
| Howard Financial Services, LTD. | 1.72% | Add +4.8% | 201,210 | $11.9M |
| IFG Advisory, LLC | 0.75% | Reduce -0.5% | 197,922 | $11.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.8% | 197,317 | $11.7M |
| US Financial Advisors, LLC | 3.62% | Add +2.1% | 196,448 | $11.6M |
| Concurrent Investment Advisors, LLC | 0.34% | Add +1.5% | 194,520 | $11.5M |
| PFG Advisors | 0.70% | Add +2.9% | 187,487 | $11.1M |
| First Horizon Advisors, Inc. | 0.30% | Reduce -6.4% | 184,136 | $10.9M |
| Plotkin Financial Advisors, LLC | 6.23% | Reduce -1.4% | 175,935 | $10.4M |
| Sanchez Wealth Management Group | 3.13% | Reduce -1.7% | 173,706 | $10.3M |
| Naviter Wealth, LLC | 1.39% | Add +29.4% | 168,192 | $10.0M |
| Stratos Wealth Advisors, LLC | 0.45% | Add +4.3% | 163,765 | $9.7M |
| Wagner Wealth Management, LLC | 2.58% | Add +5.1% | 161,468 | $9.6M |
| Pinnacle Associates Ltd. | 0.15% | Reduce -4.6% | 175,449 | $9.1M |
| AJ Advisors, LLC | 4.60% | Add +1.4% | 151,628 | $9.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.3% | 149,226 | $8.8M |
| tru Independence LLC | 2.57% | Add +8.4% | 148,061 | $8.8M |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.