First Trust Rising DividendRDVYETF
13F holders, Q4 2024 (December 31)652holders +80
47new positions
33sold out
3famous investors
$59.16avg. 13F price*
At the end of Q4 2024, 652 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 80 from Q3 2024. 47 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($1.3B), Morgan Stanley ($960.6M) and Raymond James Financial Inc. ($593.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $58.6M |
| Exits | 33 | $20.5M |
All 13F filers, Q3 2024 → Q4 2024: 10,493,062 shares bought and 2,313,494 shares sold, net +8,179,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 652 holders
| LPL Financial LLC | 0.51% | Add +4.8% | 21,307,144 | $1.3B |
| Morgan Stanley | 0.07% | Add +5.0% | 16,242,132 | $960.6M |
| Raymond James Financial Inc. | 0.22% | — | 10,031,147 | $593.2M |
| Wells Fargo & Company | 0.13% | Add +3.8% | 9,008,501 | $532.8M |
| Ameriprise Financial Inc. | 0.09% | Add +30.0% | 6,135,682 | $362.8M |
| Commonwealth Equity Services, LLC | 0.49% | Add +7.8% | 5,640,003 | $333.6M |
| Bank of America Corp. | 0.03% | Add +2.8% | 5,572,635 | $329.6M |
| UBS Group AG | 0.06% | Add +8.3% | 4,580,297 | $270.9M |
| Royal Bank of Canada | 0.04% | Add +11.3% | 3,403,022 | $201.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -5.5% | 3,086,696 | $182.5M |
| Osaic Holdings, Inc. | 0.35% | Reduce -11.0% | 2,626,532 | $155.4M |
| Kestra Advisory Services, LLC | 0.84% | Add +1.9% | 2,572,894 | $152.2M |
| Cetera Investment Advisers | 0.30% | Reduce -2.3% | 2,460,298 | $145.5M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Add +8.1% | 2,257,151 | $133.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +4.6% | 2,085,798 | $123.4M |
| Private Advisor Group, LLC | 0.61% | Add +11.9% | 1,835,062 | $108.5M |
| Stifel Financial Corp. | 0.11% | Add +5.0% | 1,759,159 | $104.0M |
| JPMorgan Chase & Co. | 0.01% | Add +27.1% | 1,434,410 | $84.8M |
| HighTower Advisors, LLC | 0.11% | Add +4.2% | 1,320,075 | $78.1M |
| PNC Financial Services Group, Inc. | 0.05% | Add +6.3% | 1,185,165 | $70.1M |
| Csenge Advisory Group | 3.58% | Add +3.0% | 1,115,963 | $66.0M |
| MML Investors Services, LLC | 0.21% | Add +2.8% | 1,017,213 | $60.2M |
| Equitable Holdings, Inc. | 0.52% | Reduce -1.3% | 926,838 | $54.8M |
| Baird Financial Group, Inc. | 0.10% | Reduce -0.5% | 924,983 | $54.7M |
| Integrated Wealth Concepts LLC | 0.63% | Add +0.9% | 914,721 | $54.1M |
| Prospera Financial Services Inc | 1.19% | Reduce -3.4% | 860,075 | $50.9M |
| Cwm, LLC | 0.21% | Add +76.1% | 846,436 | $50.1M |
| Truist Financial Corp. | 0.08% | Add +8.3% | 842,544 | $49.8M |
| NewEdge Advisors, LLC | 0.28% | Add +4.9% | 798,960 | $47.3M |
| D.A. Davidson & Co. | 0.35% | Add +8.2% | 729,399 | $43.1M |
| Atria Wealth Solutions, Inc. | 0.47% | Add +17.3% | 723,783 | $42.8M |
| Arax Advisory Partners | 2.64% | Add +128.3% | 708,953 | $41.9M |
| Janney Montgomery Scott LLC | 0.11% | Add +12.6% | 667,203 | $39.5M |
| Kestra Private Wealth Services, LLC | 0.66% | Reduce -4.6% | 660,029 | $39.0M |
| RVW Wealth, LLC | 3.53% | Add +1.0% | 639,327 | $37.8M |
| Horizon Advisory Services, Inc. | 19.18% | Add +22.4% | 566,625 | $33.5M |
| Avantax Advisory Services, Inc. | 0.21% | Reduce -3.5% | 561,782 | $33.2M |
| Harbour Investments, Inc. | 0.95% | Add +5.5% | 558,670 | $33.0M |
| Ascension Capital Advisors, Inc. | 13.63% | Add +2.1% | 528,668 | $31.3M |
| Affinity Wealth Management LLC | 5.50% | Reduce -0.3% | 524,540 | $31.0M |
| Koshinski Asset Management, Inc. | 2.63% | Add +2.7% | 518,874 | $30.7M |
| Aptus Capital Advisors, LLC | 0.35% | Add +3.1% | 503,604 | $29.8M |
| Steward Partners Investment Advisory, LLC | 0.26% | Reduce -3.1% | 500,246 | $29.6M |
| Guardian Wealth Advisors, LLC / NC | 2.35% | Add +3.1% | 497,495 | $29.4M |
| Financial Partners Group, Inc | 4.21% | Add +4.1% | 487,911 | $28.9M |
| Mariner, LLC | 0.04% | Add +17.4% | 450,952 | $26.7M |
| Hobart Private Capital, LLC | 6.45% | Add +1.2% | 439,584 | $26.0M |
| Independent Financial Group, LLC | 0.85% | Add +6.4% | 432,761 | $25.6M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +2.5% | 427,249 | $25.3M |
| Jones Financial Companies LLLP | 0.02% | Add +91.6% | 426,303 | $25.2M |
| First Heartland Consultants, Inc. | 2.33% | Add +13.4% | 384,890 | $22.8M |
| Fifth Third Securities, Inc. | 1.84% | Add +7.8% | 366,715 | $21.7M |
| Perennial Investment Advisors, LLC | 2.44% | Add +0.4% | 349,621 | $20.7M |
| Blair William & Co. | 0.06% | Reduce -0.1% | 349,272 | $20.7M |
| Crumly & Associates Inc. | 5.38% | Add +7.0% | 333,940 | $19.7M |
| Benjamin Edwards Inc. | 0.28% | Reduce -1.3% | 332,591 | $19.7M |
| US Bancorp \de | 0.03% | Reduce -1.7% | 328,477 | $19.4M |
| Western Wealth Management, LLC | 1.04% | Reduce -2.2% | 327,265 | $19.4M |
| Intellus Advisors LLC | 3.18% | — | 310,788 | $18.4M |
| Citigroup Inc. | 0.02% | Reduce -0.2% | 299,386 | $17.7M |
| Foundations Investment Advisors, LLC | 0.34% | Add +6.7% | 298,004 | $17.6M |
| Beacon Financial Group | 1.90% | Reduce -0.6% | 297,708 | $17.6M |
| Jaffetilchin Investment Partners, LLC | 1.27% | Add +4.8% | 296,603 | $17.5M |
| Key Client Fiduciary Advisors, LLC | 7.79% | Reduce -2.2% | 294,350 | $17.4M |
| Liberty Square Wealth Partners LLC | 6.26% | — | 273,995 | $17.2M |
| Valmark Advisers, Inc. | 0.26% | Add +5.6% | 286,091 | $16.9M |
| Park National Corp. | 0.62% | Add +0.3% | 285,137 | $16.9M |
| ABLE Financial Group, LLC | 4.87% | Reduce -7.8% | 278,575 | $16.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +75.8% | 262,407 | $15.5M |
| Next Level Private LLC | 6.26% | Add +6.2% | 262,333 | $15.5M |
| Independent Advisor Alliance | 0.20% | New | 261,177 | $15.4M |
| Ergawealth Advisors, Inc. | 7.45% | Reduce -0.5% | 255,011 | $15.1M |
| Spectrum Wealth Advisory Group, LLC | 6.96% | Add +19.3% | 249,602 | $14.8M |
| CLG LLC | 5.27% | — | 249,456 | $14.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +8.9% | 237,697 | $14.1M |
| Pine Valley Investments Ltd Liability Co | 0.92% | Add +3.5% | 237,341 | $14.0M |
| IHT Wealth Management, LLC | 0.45% | Reduce -4.8% | 235,786 | $13.9M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -4.7% | 216,805 | $13.7M |
| Gladstone Institutional Advisory LLC | 0.61% | Add +8.7% | 224,013 | $13.2M |
| Scarborough Advisors, LLC | 1.86% | Reduce -17.5% | 222,855 | $13.2M |
| Silver Oak Securities, Incorporated | 1.19% | Add +6.4% | 217,899 | $12.9M |
| Aspire Capital Advisors LLC | 3.62% | Add +3.7% | 213,876 | $12.6M |
| Traction Financial Partners, LLC | 9.79% | Add +4.1% | 212,998 | $12.6M |
| Good Life Advisors, LLC | 0.91% | Reduce -24.4% | 212,127 | $12.5M |
| Breakthru Advisory Services, LLC | 10.84% | — | 202,555 | $12.0M |
| ORG Partners LLC | 1.65% | Add +259.3% | 202,120 | $12.0M |
| PFG Advisors | 0.73% | Add +7.1% | 200,831 | $11.9M |
| US Financial Advisors, LLC | 3.64% | Add +1.9% | 200,186 | $11.8M |
| Howard Financial Services, LTD. | 1.61% | Reduce -0.6% | 199,981 | $11.8M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +2.4% | 199,258 | $11.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.8% | 199,004 | $11.8M |
| IFG Advisory, LLC | 0.65% | Reduce -1.9% | 194,083 | $11.5M |
| Strategic Planning Group, LLC | 2.10% | New | 193,316 | $11.4M |
| Solano Wealth Investment Advisors LLC | 6.81% | — | 191,548 | $11.3M |
| Sanchez Wealth Management Group | 3.08% | Add +9.9% | 190,929 | $11.3M |
| Pinnacle Associates Ltd. | 0.15% | Add +6.6% | 187,006 | $11.1M |
| Legacy Capital Wealth Partners, LLC | 2.71% | Reduce -20.9% | 192,074 | $11.0M |
| Integrity Wealth Advisors, Inc. | 7.87% | — | 181,090 | $10.7M |
| Global Retirement Partners, LLC | 0.30% | Add +46.5% | 174,595 | $10.3M |
| Stratos Wealth Advisors, LLC | 0.48% | Add +3.8% | 169,913 | $10.0M |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.