First Trust Rising DividendRDVYETF
13F holders, Q3 2025 (September 30)672holders +21
46new positions
21sold out
5famous investors
$66.80avg. 13F price*
At the end of Q3 2025, 672 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 21 from Q2 2025. 46 opened new positions and 21 sold out. The largest holders were LPL Financial LLC ($1.9B), Morgan Stanley ($1.3B) and Raymond James Financial Inc. ($742.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Rising Dividend
- CUSIP
- 33738R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $70.7M |
| Exits | 21 | $73.8M |
All 13F filers, Q2 2025 → Q3 2025: 17,337,651 shares bought and 3,491,095 shares sold, net +13,846,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 672 holders
| LPL Financial LLC | 0.54% | Add +6.6% | 27,596,346 | $1.9B |
| Morgan Stanley | 0.08% | Add +14.0% | 19,212,352 | $1.3B |
| Raymond James Financial Inc. | 0.24% | Reduce -1.4% | 11,042,125 | $742.7M |
| Wells Fargo & Company | 0.14% | Add +3.5% | 10,199,657 | $686.0M |
| Ameriprise Financial Inc. | 0.12% | Add +10.1% | 7,790,897 | $523.9M |
| Bank of America Corp. | 0.04% | Add +7.0% | 6,992,315 | $470.3M |
| UBS Group AG | 0.08% | Add +12.2% | 5,740,264 | $386.1M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -4.1% | 5,518,630 | $371.2M |
| Envestnet Asset Management Inc. | 0.10% | Add +13.3% | 4,906,017 | $330.0M |
| Royal Bank of Canada | 0.05% | Add +4.6% | 4,153,645 | $279.4M |
| Osaic Holdings, Inc. | 0.34% | Add +11.9% | 3,627,446 | $240.4M |
| Cetera Investment Advisers | 0.27% | Add +25.3% | 3,500,974 | $235.5M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +15.2% | 2,810,099 | $189.0M |
| Kestra Advisory Services, LLC | 0.81% | Add +0.8% | 2,641,758 | $177.7M |
| Cambridge Investment Research Advisors, Inc. | 0.48% | Add +8.8% | 2,590,920 | $174.3M |
| Private Advisor Group, LLC | 0.81% | Add +4.4% | 2,440,958 | $164.2M |
| Stifel Financial Corp. | 0.15% | Add +4.9% | 2,397,191 | $161.2M |
| JPMorgan Chase & Co. | 0.01% | Add +74.0% | 1,707,049 | $114.8M |
| Truist Financial Corp. | 0.15% | Add +13.5% | 1,592,895 | $107.1M |
| Janney Montgomery Scott LLC | 0.23% | Add +7.5% | 1,445,301 | $97.2M |
| HighTower Advisors, LLC | 0.11% | Reduce -0.6% | 1,407,827 | $94.7M |
| MML Investors Services, LLC | 0.25% | Add +3.3% | 1,403,214 | $94.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +4.9% | 1,309,827 | $88.1M |
| Equitable Holdings, Inc. | 0.62% | Add +23.8% | 1,260,330 | $84.8M |
| NewEdge Advisors, LLC | 0.35% | Add +24.4% | 1,159,579 | $78.0M |
| Jones Financial Companies LLLP | 0.05% | Add +27.4% | 1,153,826 | $77.6M |
| Baird Financial Group, Inc. | 0.12% | Add +21.0% | 1,096,299 | $73.7M |
| Prospera Financial Services Inc | 1.25% | Add +2.9% | 1,090,919 | $73.4M |
| Mariner, LLC | 0.09% | Reduce -5.5% | 1,041,625 | $70.1M |
| Cwm, LLC | 0.20% | Reduce -3.7% | 979,064 | $65.9M |
| Csenge Advisory Group | 3.11% | Reduce -4.1% | 968,633 | $65.2M |
| D.A. Davidson & Co. | 0.37% | Add +1.9% | 870,517 | $58.6M |
| Integrated Wealth Concepts LLC | 0.52% | Reduce -7.9% | 866,752 | $58.3M |
| Kestra Private Wealth Services, LLC | 0.76% | Add +1.4% | 860,827 | $57.9M |
| Harbour Investments, Inc. | 1.02% | Add +13.0% | 666,609 | $44.8M |
| Affinity Wealth Management LLC | 6.53% | Add +0.7% | 662,779 | $44.6M |
| Aptus Capital Advisors, LLC | 0.38% | Add +12.8% | 611,322 | $41.1M |
| Guardian Wealth Advisors, LLC / NC | 2.65% | Add +13.0% | 604,002 | $40.6M |
| RVW Wealth, LLC | 3.06% | Add +0.8% | 582,873 | $39.2M |
| Blair William & Co. | 0.10% | Add +57.4% | 578,324 | $38.9M |
| Liberty Square Wealth Partners LLC | 11.72% | Add +35.2% | 564,503 | $38.0M |
| Horizon Advisory Services, Inc. | 19.32% | Reduce -1.0% | 561,329 | $37.8M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +2.8% | 556,666 | $37.4M |
| Koshinski Asset Management, Inc. | 2.64% | Add +1.0% | 550,827 | $37.0M |
| Ascension Capital Advisors, Inc. | 13.96% | Reduce -0.6% | 533,262 | $35.9M |
| Financial Partners Group, Inc | 4.39% | Reduce -0.3% | 523,955 | $35.2M |
| Integrity Wealth Advisors, Inc. | 12.64% | Add +88.2% | 539,118 | $35.2M |
| Stratos Wealth Partners, LTD. | 0.41% | Add +6.5% | 512,774 | $34.5M |
| Hobart Private Capital, LLC | 6.89% | Add +8.2% | 489,613 | $32.9M |
| Prudential PLC | 0.24% | New | 487,100 | $32.8M |
| Gladstone Institutional Advisory LLC | 1.19% | Add +102.6% | 460,658 | $31.0M |
| Independent Financial Group, LLC | 0.71% | Reduce -12.7% | 442,260 | $29.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +11.5% | 421,008 | $28.3M |
| Perennial Investment Advisors, LLC | 2.32% | Add +7.2% | 416,847 | $28.0M |
| Benjamin Edwards Inc. | 0.31% | Add +9.7% | 402,698 | $27.1M |
| First Heartland Consultants, Inc. | 2.08% | Add +4.9% | 382,462 | $25.7M |
| VestGen Advisors, LLC | 0.83% | Reduce -0.1% | 372,160 | $25.0M |
| Crumly & Associates Inc. | 5.37% | Add +4.4% | 365,294 | $24.6M |
| Citigroup Inc. | 0.02% | Add +4.7% | 364,681 | $24.5M |
| US Bancorp \de | 0.03% | Add +2.7% | 355,647 | $23.9M |
| Park National Corp. | 0.73% | Add +8.8% | 349,281 | $23.5M |
| ODonnell Financial Services, LLC | 8.34% | Add +86.4% | 348,445 | $23.4M |
| Sanctuary Advisors, LLC | 0.13% | Add +13.2% | 329,712 | $22.2M |
| Intellus Advisors LLC | 3.03% | Add +1.1% | 328,987 | $22.1M |
| Western Wealth Management, LLC | 1.16% | Add +1.6% | 325,070 | $21.9M |
| Foundations Investment Advisors, LLC | 0.31% | Add +14.9% | 319,101 | $21.5M |
| Valmark Advisers, Inc. | 0.27% | Reduce -1.1% | 314,879 | $21.2M |
| Next Level Private LLC | 6.09% | Add +4.4% | 309,556 | $21.0M |
| Pine Valley Investments Ltd Liability Co | 1.05% | Add +3.5% | 299,298 | $20.1M |
| Spectrum Wealth Advisory Group, LLC | 8.31% | Add +1.0% | 299,210 | $20.1M |
| ABLE Financial Group, LLC | 4.28% | Reduce -2.7% | 293,851 | $19.8M |
| Key Client Fiduciary Advisors, LLC | 6.63% | Add +0.2% | 292,230 | $19.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +17.4% | 285,147 | $19.2M |
| Concurrent Investment Advisors, LLC | 0.32% | Reduce -1.0% | 272,158 | $18.3M |
| Geneos Wealth Management Inc. | 0.46% | Add +2.1% | 271,935 | $18.3M |
| GPS Wealth Strategies Group, LLC | 1.86% | Add +2.3% | 261,668 | $17.6M |
| Silver Oak Securities, Incorporated | 1.30% | Add +13.3% | 258,506 | $17.4M |
| IHT Wealth Management, LLC | 0.44% | Add +8.6% | 256,849 | $17.3M |
| Beacon Financial Group | 1.61% | Reduce -7.0% | 243,425 | $16.4M |
| Sigma Planning Corp | 0.45% | Add +32.7% | 236,005 | $15.9M |
| tru Independence LLC | 4.08% | Add +5.2% | 233,631 | $15.7M |
| &partners | 0.10% | Add +58.8% | 232,971 | $15.7M |
| Howard Financial Services, LTD. | 1.88% | Add +7.9% | 228,966 | $15.4M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -8.6% | 225,724 | $15.2M |
| Traction Financial Partners, LLC | 9.29% | Add +8.4% | 223,872 | $15.1M |
| Uniting Wealth Partners, LLC | 3.48% | Add +1567.3% | 218,970 | $14.7M |
| Arkadios Wealth Advisors | 0.36% | Add +1.4% | 217,448 | $14.6M |
| Per Stirling Capital Management, LLC. | 1.72% | Add +46.8% | 213,917 | $14.4M |
| IFG Advisory, LLC | 0.65% | Add +3.1% | 212,166 | $14.3M |
| Daymark Wealth Partners, LLC | 0.48% | Add +9.8% | 208,328 | $14.0M |
| PFG Advisors | 0.57% | Add +4.0% | 207,596 | $14.0M |
| Sanchez Wealth Management Group | 3.04% | Add +2.2% | 203,860 | $13.7M |
| ORG Partners LLC | 2.50% | Reduce -7.1% | 201,619 | $13.5M |
| Pinnacle Associates Ltd. | 0.18% | Add +0.7% | 199,995 | $13.5M |
| Assetmark, Inc. | 0.03% | Add +39.4% | 198,075 | $13.3M |
| Scarborough Advisors, LLC | 2.31% | Reduce -2.5% | 194,612 | $13.1M |
| Atria Investments, Inc | 0.15% | Add +7.1% | 193,425 | $13.0M |
| Golden State Wealth Management, LLC | 1.44% | Reduce -13.9% | 193,359 | $13.0M |
| Plotkin Financial Advisors, LLC | 6.13% | Add +5.8% | 184,294 | $12.4M |
| KMG Fiduciary Partners, LLC | 0.82% | Add +1.1% | 181,672 | $12.2M |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.