First Trust Rising DividendRDVYETF
13F holders, Q1 2025 (March 31)647holders −5
45new positions
44sold out
4famous investors
$58.48avg. 13F price*
At the end of Q1 2025, 647 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, down 5 from Q4 2024. 45 opened new positions and 44 sold out. The largest holders were LPL Financial LLC ($1.4B), Morgan Stanley ($978.9M) and Raymond James Financial Inc. ($644.1M). 4 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First Trust Rising Dividend
- CUSIP
- 33738R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $26.9M |
| Exits | 44 | $38.4M |
All 13F filers, Q4 2024 → Q1 2025: 13,826,428 shares bought and 2,605,009 shares sold, net +11,221,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 647 holders
| LPL Financial LLC | 0.54% | Add +11.2% | 23,686,574 | $1.4B |
| Morgan Stanley | 0.07% | Add +3.0% | 16,722,470 | $978.9M |
| Raymond James Financial Inc. | 0.24% | Add +9.7% | 11,002,535 | $644.1M |
| Wells Fargo & Company | 0.13% | Add +5.7% | 9,523,531 | $557.5M |
| Bank of America Corp. | 0.03% | Add +12.7% | 6,278,885 | $367.6M |
| Ameriprise Financial Inc. | 0.10% | Reduce -0.3% | 6,116,510 | $357.1M |
| Commonwealth Equity Services, LLC | 0.50% | Add +7.7% | 6,074,450 | $355.6M |
| UBS Group AG | 0.06% | Add +6.0% | 4,856,995 | $284.3M |
| Royal Bank of Canada | 0.05% | Add +3.5% | 3,521,054 | $206.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +10.8% | 3,421,026 | $200.3M |
| Osaic Holdings, Inc. | 0.40% | Add +15.5% | 3,034,631 | $177.7M |
| Cetera Investment Advisers | 0.31% | Add +9.6% | 2,697,319 | $157.9M |
| Kestra Advisory Services, LLC | 0.72% | Reduce -1.8% | 2,526,316 | $147.9M |
| Cambridge Investment Research Advisors, Inc. | 0.48% | Add +7.4% | 2,425,054 | $142.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +12.6% | 2,349,402 | $137.5M |
| Stifel Financial Corp. | 0.13% | Add +22.4% | 2,153,159 | $126.1M |
| Private Advisor Group, LLC | 0.67% | Add +3.7% | 1,902,358 | $111.4M |
| HighTower Advisors, LLC | 0.12% | Add +15.1% | 1,518,752 | $88.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.8% | 1,409,027 | $82.5M |
| PNC Financial Services Group, Inc. | 0.04% | Add +7.8% | 1,276,965 | $74.8M |
| Janney Montgomery Scott LLC | 0.21% | Add +91.0% | 1,274,557 | $74.6M |
| MML Investors Services, LLC | 0.25% | Add +24.8% | 1,269,467 | $74.3M |
| Csenge Advisory Group | 3.41% | Reduce -1.3% | 1,101,361 | $60.2M |
| Truist Financial Corp. | 0.09% | Add +15.5% | 972,991 | $57.0M |
| Equitable Holdings, Inc. | 0.54% | Add +4.1% | 964,704 | $56.5M |
| Prospera Financial Services Inc | 1.29% | Add +11.1% | 955,665 | $56.0M |
| Integrated Wealth Concepts LLC | 0.64% | Add +1.9% | 932,018 | $54.6M |
| NewEdge Advisors, LLC | 0.31% | Add +12.4% | 898,120 | $52.6M |
| Baird Financial Group, Inc. | 0.10% | Reduce -6.2% | 867,566 | $50.8M |
| D.A. Davidson & Co. | 0.39% | Add +13.3% | 826,259 | $48.4M |
| Cwm, LLC | 0.19% | Reduce -2.9% | 822,043 | $48.1M |
| Jones Financial Companies LLLP | 0.04% | Add +61.4% | 688,084 | $39.9M |
| Kestra Private Wealth Services, LLC | 0.65% | Add +1.3% | 668,528 | $39.1M |
| Affinity Wealth Management LLC | 7.19% | Add +26.2% | 662,153 | $38.8M |
| Arax Advisory Partners | 2.33% | Reduce -12.3% | 621,844 | $36.4M |
| Avantax Advisory Services, Inc. | 0.21% | Add +2.9% | 578,290 | $33.9M |
| RVW Wealth, LLC | 3.17% | Reduce -10.0% | 575,463 | $33.7M |
| Harbour Investments, Inc. | 0.96% | Add +2.7% | 573,676 | $33.6M |
| Atria Wealth Solutions, Inc. | 0.40% | Reduce -21.0% | 572,070 | $33.5M |
| Horizon Advisory Services, Inc. | 18.68% | Reduce -0.5% | 563,903 | $33.0M |
| Ascension Capital Advisors, Inc. | 14.28% | Add +1.0% | 533,898 | $31.3M |
| Koshinski Asset Management, Inc. | 2.65% | Add +2.8% | 533,279 | $31.2M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +5.3% | 526,911 | $30.8M |
| Aptus Capital Advisors, LLC | 0.34% | Add +3.0% | 518,933 | $30.4M |
| Financial Partners Group, Inc | 4.67% | Add +6.0% | 517,244 | $30.3M |
| Guardian Wealth Advisors, LLC / NC | 2.40% | Add +3.1% | 512,877 | $30.0M |
| Mariner, LLC | 0.05% | Add +8.6% | 489,714 | $28.7M |
| Stratos Wealth Partners, LTD. | 0.43% | Add +11.5% | 476,233 | $27.9M |
| Hobart Private Capital, LLC | 6.79% | Add +5.6% | 464,097 | $27.2M |
| Independent Financial Group, LLC | 0.92% | Add +6.2% | 459,417 | $26.9M |
| Fifth Third Securities, Inc. | 1.98% | Add +9.6% | 401,988 | $23.5M |
| VestGen Advisors, LLC | 0.99% | — | 371,728 | $21.8M |
| Blair William & Co. | 0.06% | Add +0.4% | 350,554 | $20.5M |
| Crumly & Associates Inc. | 5.52% | Add +2.3% | 341,751 | $20.0M |
| Perennial Investment Advisors, LLC | 2.23% | Reduce -3.2% | 338,387 | $19.8M |
| Citigroup Inc. | 0.01% | Add +11.4% | 333,431 | $19.5M |
| US Bancorp \de | 0.03% | Add +0.7% | 330,792 | $19.4M |
| Benjamin Edwards Inc. | 0.27% | Reduce -1.9% | 326,326 | $19.1M |
| Western Wealth Management, LLC | 1.26% | Reduce -0.9% | 324,386 | $19.0M |
| Liberty Square Wealth Partners LLC | 7.13% | Add +16.4% | 318,985 | $18.7M |
| Intellus Advisors LLC | 3.22% | Add +1.2% | 314,599 | $18.4M |
| ABLE Financial Group, LLC | 5.00% | Add +9.3% | 304,387 | $17.8M |
| Valmark Advisers, Inc. | 0.27% | Add +5.1% | 300,681 | $17.6M |
| Spectrum Wealth Advisory Group, LLC | 8.24% | Add +17.5% | 293,346 | $17.2M |
| Key Client Fiduciary Advisors, LLC | 7.91% | Reduce -0.4% | 293,291 | $17.2M |
| Next Level Private LLC | 6.33% | Add +10.6% | 290,258 | $17.0M |
| First Heartland Consultants, Inc. | 1.74% | Reduce -25.3% | 287,653 | $16.8M |
| Pine Valley Investments Ltd Liability Co | 1.08% | Add +21.2% | 287,580 | $16.8M |
| Park National Corp. | 0.61% | Reduce -0.9% | 282,437 | $16.5M |
| Good Life Advisors, LLC | 1.13% | Add +29.7% | 275,153 | $16.1M |
| Beacon Financial Group | 1.76% | Reduce -7.7% | 274,793 | $16.1M |
| Sanctuary Advisors, LLC | 0.11% | Add +25.1% | 271,311 | $15.9M |
| Ergawealth Advisors, Inc. | 7.46% | Add +0.9% | 257,311 | $15.1M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +7.5% | 255,623 | $15.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.8% | 254,976 | $14.9M |
| Foundations Investment Advisors, LLC | 0.26% | Reduce -18.9% | 241,841 | $14.2M |
| ORG Partners LLC | 3.51% | Add +16.0% | 234,451 | $13.8M |
| IHT Wealth Management, LLC | 0.43% | Reduce -1.2% | 232,962 | $13.6M |
| CLG LLC | 4.69% | Reduce -7.5% | 230,736 | $13.5M |
| Strategic Planning Group, LLC | 2.60% | Add +17.6% | 227,326 | $13.3M |
| Integrity Wealth Advisors, Inc. | 9.73% | Add +25.3% | 226,879 | $13.3M |
| Scarborough Advisors, LLC | 1.88% | Add +1.2% | 225,535 | $13.2M |
| Silver Oak Securities, Incorporated | 1.20% | Add +1.1% | 220,194 | $12.8M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +8.6% | 216,451 | $12.7M |
| tru Independence LLC | 3.86% | Add +44.8% | 212,635 | $12.4M |
| GPS Wealth Strategies Group, LLC | 1.68% | Add +96.8% | 212,404 | $12.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.0% | 208,946 | $12.2M |
| Arkadios Wealth Advisors | 0.46% | Add +69.9% | 207,911 | $12.2M |
| Gladstone Institutional Advisory LLC | 0.56% | Reduce -8.3% | 205,395 | $12.0M |
| Howard Financial Services, LTD. | 1.63% | Add +2.4% | 204,854 | $12.0M |
| PFG Advisors | 0.67% | Add +1.9% | 204,638 | $12.0M |
| Global Assets Advisory, LLC | 2.21% | Add +189.6% | 211,714 | $11.7M |
| Traction Financial Partners, LLC | 8.97% | Reduce -7.9% | 196,136 | $11.5M |
| US Financial Advisors, LLC | 3.39% | Reduce -2.1% | 195,898 | $11.5M |
| IFG Advisory, LLC | 0.64% | Add +0.8% | 195,734 | $11.5M |
| Sanchez Wealth Management Group | 3.10% | Add +2.2% | 195,146 | $11.4M |
| N.E.W. Advisory Services LLC | 0.87% | Add +102.7% | 195,077 | $11.4M |
| Pinnacle Associates Ltd. | 0.17% | Add +4.1% | 194,715 | $11.4M |
| Breakthru Advisory Services, LLC | 17.48% | Reduce -4.7% | 193,146 | $11.3M |
| Solano Wealth Investment Advisors LLC | 6.68% | Reduce -3.8% | 184,334 | $10.8M |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.