First Trust Rising DividendRDVYETF
13F holders, Q2 2025 (June 30)651holders +4
44new positions
36sold out
3famous investors
$62.71avg. 13F price*
At the end of Q2 2025, 651 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 4 from Q1 2025. 44 opened new positions and 36 sold out. The largest holders were LPL Financial LLC ($1.6B), Morgan Stanley ($1.1B) and Raymond James Financial Inc. ($702.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Rising Dividend
- CUSIP
- 33738R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $39.0M |
| Exits | 36 | $31.6M |
All 13F filers, Q1 2025 → Q2 2025: 12,838,992 shares bought and 4,089,333 shares sold, net +8,749,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 651 holders
| LPL Financial LLC | 0.54% | Add +9.3% | 25,895,165 | $1.6B |
| Morgan Stanley | 0.07% | Add +0.8% | 16,851,576 | $1.1B |
| Raymond James Financial Inc. | 0.24% | Add +1.8% | 11,201,473 | $702.8M |
| Wells Fargo & Company | 0.14% | Add +3.5% | 9,858,738 | $618.5M |
| Ameriprise Financial Inc. | 0.11% | Add +15.7% | 7,074,097 | $442.5M |
| Bank of America Corp. | 0.03% | Add +4.1% | 6,537,057 | $410.1M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -5.3% | 5,755,413 | $361.1M |
| UBS Group AG | 0.07% | Add +5.3% | 5,115,328 | $320.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +26.5% | 4,328,699 | $271.6M |
| Royal Bank of Canada | 0.05% | Add +12.7% | 3,969,781 | $249.1M |
| Osaic Holdings, Inc. | 0.36% | Add +6.8% | 3,240,145 | $203.2M |
| Cetera Investment Advisers | 0.30% | Add +3.6% | 2,795,239 | $175.4M |
| Kestra Advisory Services, LLC | 0.80% | Add +3.8% | 2,622,035 | $164.5M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +3.8% | 2,438,734 | $153.0M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Reduce -1.8% | 2,381,386 | $149.4M |
| Private Advisor Group, LLC | 0.79% | Add +22.9% | 2,337,390 | $146.6M |
| Stifel Financial Corp. | 0.14% | Add +6.2% | 2,286,136 | $143.4M |
| HighTower Advisors, LLC | 0.11% | Reduce -6.7% | 1,416,412 | $88.9M |
| Truist Financial Corp. | 0.13% | Add +44.3% | 1,403,926 | $88.1M |
| MML Investors Services, LLC | 0.25% | Add +7.0% | 1,358,900 | $85.3M |
| Janney Montgomery Scott LLC | 0.22% | Add +5.5% | 1,344,406 | $84.3M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -2.2% | 1,248,516 | $78.3M |
| Mariner, LLC | 0.10% | Add +125.0% | 1,101,967 | $69.1M |
| Prospera Financial Services Inc | 1.24% | Add +10.9% | 1,060,141 | $66.5M |
| Equitable Holdings, Inc. | 0.53% | Add +5.5% | 1,018,270 | $63.9M |
| Cwm, LLC | 0.23% | Add +23.7% | 1,017,109 | $63.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.4% | 981,307 | $61.6M |
| Csenge Advisory Group | 3.20% | Reduce -8.3% | 1,009,938 | $60.8M |
| Integrated Wealth Concepts LLC | 0.59% | Add +0.9% | 940,700 | $59.0M |
| NewEdge Advisors, LLC | 0.30% | Add +3.8% | 931,960 | $58.5M |
| Baird Financial Group, Inc. | 0.10% | Add +4.5% | 906,359 | $56.9M |
| Jones Financial Companies LLLP | 0.04% | Add +31.6% | 905,565 | $56.5M |
| D.A. Davidson & Co. | 0.38% | Add +3.4% | 853,924 | $53.6M |
| Kestra Private Wealth Services, LLC | 0.77% | Add +26.9% | 848,500 | $53.2M |
| Arax Advisory Partners | 1.92% | Add +7.3% | 666,963 | $41.8M |
| Affinity Wealth Management LLC | 6.60% | Reduce -0.6% | 658,282 | $41.3M |
| Harbour Investments, Inc. | 0.94% | Add +2.8% | 589,845 | $37.0M |
| RVW Wealth, LLC | 3.08% | Add +0.5% | 578,049 | $36.3M |
| Horizon Advisory Services, Inc. | 19.14% | Add +0.6% | 567,208 | $35.6M |
| Avantax Advisory Services, Inc. | 0.19% | Reduce -5.6% | 545,836 | $34.2M |
| Koshinski Asset Management, Inc. | 2.58% | Add +2.3% | 545,512 | $34.2M |
| Aptus Capital Advisors, LLC | 0.34% | Add +4.5% | 542,059 | $34.0M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +2.8% | 541,777 | $34.0M |
| Ascension Capital Advisors, Inc. | 14.06% | Add +0.5% | 536,395 | $33.7M |
| Guardian Wealth Advisors, LLC / NC | 2.36% | Add +4.2% | 534,527 | $33.5M |
| Financial Partners Group, Inc | 4.56% | Add +1.6% | 525,641 | $33.0M |
| Independent Financial Group, LLC | 0.88% | Add +10.3% | 506,488 | $31.8M |
| Stratos Wealth Partners, LTD. | 0.41% | Add +1.1% | 481,513 | $30.2M |
| Hobart Private Capital, LLC | 6.44% | Reduce -2.5% | 452,699 | $28.4M |
| Atria Wealth Solutions, Inc. | 0.61% | Reduce -24.5% | 432,090 | $27.2M |
| Liberty Square Wealth Partners LLC | 9.05% | Add +30.9% | 417,481 | $26.2M |
| Perennial Investment Advisors, LLC | 2.37% | Add +14.9% | 388,880 | $24.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +80.7% | 377,614 | $23.7M |
| VestGen Advisors, LLC | 0.93% | Add +0.3% | 372,731 | $23.4M |
| Blair William & Co. | 0.06% | Add +4.8% | 367,543 | $23.1M |
| Benjamin Edwards Inc. | 0.29% | Add +12.5% | 367,052 | $23.0M |
| First Heartland Consultants, Inc. | 2.03% | Add +26.7% | 364,470 | $22.9M |
| Crumly & Associates Inc. | 5.34% | Add +2.4% | 349,978 | $22.0M |
| Citigroup Inc. | 0.02% | Add +4.4% | 348,174 | $21.8M |
| US Bancorp \de | 0.03% | Add +4.7% | 346,323 | $21.7M |
| Intellus Advisors LLC | 3.04% | Add +3.5% | 325,463 | $20.4M |
| Park National Corp. | 0.66% | Add +13.7% | 321,045 | $20.1M |
| Western Wealth Management, LLC | 1.19% | Reduce -1.4% | 319,876 | $20.1M |
| Valmark Advisers, Inc. | 0.28% | Add +5.9% | 318,347 | $20.0M |
| ABLE Financial Group, LLC | 4.57% | Reduce -0.8% | 302,041 | $19.0M |
| Next Level Private LLC | 6.05% | Add +2.1% | 296,408 | $18.6M |
| Spectrum Wealth Advisory Group, LLC | 8.65% | Add +1.0% | 296,274 | $18.6M |
| Key Client Fiduciary Advisors, LLC | 7.51% | Reduce -0.6% | 291,655 | $18.3M |
| Sanctuary Advisors, LLC | 0.11% | Add +7.4% | 291,268 | $18.3M |
| Good Life Advisors, LLC | 1.14% | Add +5.7% | 290,787 | $18.2M |
| Pine Valley Investments Ltd Liability Co | 1.07% | Add +0.5% | 289,048 | $18.1M |
| Integrity Wealth Advisors, Inc. | 12.57% | Add +26.3% | 286,447 | $18.0M |
| Foundations Investment Advisors, LLC | 0.28% | Add +14.8% | 277,590 | $17.4M |
| Concurrent Investment Advisors, LLC | 0.33% | Add +27.0% | 274,842 | $17.2M |
| Ergawealth Advisors, Inc. | 7.67% | Add +5.5% | 271,590 | $17.0M |
| Geneos Wealth Management Inc. | 0.41% | Add +96.5% | 266,237 | $16.7M |
| Beacon Financial Group | 1.71% | Reduce -4.8% | 261,635 | $16.4M |
| GPS Wealth Strategies Group, LLC | 1.85% | Add +20.4% | 255,823 | $16.1M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -3.4% | 246,952 | $15.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -4.8% | 242,829 | $15.5M |
| IHT Wealth Management, LLC | 0.41% | Add +1.6% | 236,612 | $14.8M |
| Strategic Planning Group, LLC | 2.38% | Add +2.6% | 233,307 | $14.6M |
| Silver Oak Securities, Incorporated | 1.19% | Add +3.6% | 228,237 | $14.3M |
| Gladstone Institutional Advisory LLC | 0.59% | Add +10.7% | 227,353 | $14.3M |
| Golden State Wealth Management, LLC | 1.71% | Add +29.8% | 224,504 | $14.1M |
| tru Independence LLC | 4.03% | Add +4.4% | 221,996 | $13.9M |
| ORG Partners LLC | 3.01% | Reduce -7.4% | 216,998 | $13.7M |
| Arkadios Wealth Advisors | 0.40% | Add +3.2% | 214,552 | $13.5M |
| Howard Financial Services, LTD. | 1.75% | Add +3.6% | 212,224 | $13.3M |
| Traction Financial Partners, LLC | 8.79% | Add +5.3% | 206,604 | $13.0M |
| IFG Advisory, LLC | 0.65% | Add +5.2% | 205,819 | $12.9M |
| Scarborough Advisors, LLC | 2.49% | Reduce -11.4% | 199,703 | $12.5M |
| PFG Advisors | 0.58% | Reduce -2.4% | 199,667 | $12.5M |
| Sanchez Wealth Management Group | 3.02% | Add +2.2% | 199,426 | $12.5M |
| Pinnacle Associates Ltd. | 0.18% | Add +2.0% | 198,677 | $12.5M |
| CW Advisors, LLC | 0.12% | New | 196,566 | $12.3M |
| CLG LLC | 3.72% | Reduce -17.6% | 190,128 | $11.9M |
| Daymark Wealth Partners, LLC | 0.45% | Add +98.6% | 189,775 | $11.9M |
| ODonnell Financial Services, LLC | 4.50% | Add +2.9% | 186,910 | $11.7M |
| Global Retirement Partners, LLC | 0.29% | — | 185,356 | $11.6M |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.