First Trust Rising DividendRDVYETF
13F holders, Q4 2025 (December 31)757holders +85
72new positions
26sold out
5famous investors
$69.94avg. 13F price*
At the end of Q4 2025, 757 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 85 from Q3 2025. 72 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($2.1B), Morgan Stanley ($1.4B) and Raymond James Financial Inc. ($784.0M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $160.5M |
| Exits | 26 | $26.5M |
All 13F filers, Q3 2025 → Q4 2025: 18,136,321 shares bought and 3,913,400 shares sold, net +14,222,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| LPL Financial LLC | 0.58% | Add +10.5% | 30,504,116 | $2.1B |
| Morgan Stanley | 0.08% | Add +4.9% | 20,152,942 | $1.4B |
| Raymond James Financial Inc. | 0.24% | Add +2.2% | 11,285,710 | $784.0M |
| Wells Fargo & Company | 0.15% | Add +10.6% | 11,276,215 | $783.4M |
| Ameriprise Financial Inc. | 0.14% | Add +16.1% | 9,042,649 | $628.1M |
| Bank of America Corp. | 0.04% | Add +3.3% | 7,225,255 | $501.9M |
| UBS Group AG | 0.08% | Add +4.4% | 5,994,505 | $416.4M |
| Commonwealth Equity Services, LLC | 0.51% | Add +0.7% | 5,555,442 | $385.9M |
| Envestnet Asset Management Inc. | 0.11% | Add +4.9% | 5,147,131 | $357.6M |
| Royal Bank of Canada | 0.06% | Add +13.7% | 4,722,755 | $328.1M |
| Osaic Holdings, Inc. | 0.40% | Add +7.8% | 3,912,205 | $271.8M |
| Cetera Investment Advisers | 0.28% | Add +7.0% | 3,744,525 | $260.1M |
| Kestra Advisory Services, LLC | 0.79% | Add +4.3% | 2,756,341 | $191.5M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Reduce -3.3% | 2,717,559 | $188.8M |
| Cambridge Investment Research Advisors, Inc. | 0.50% | Add +4.5% | 2,708,359 | $188.2M |
| Private Advisor Group, LLC | 0.85% | Add +7.0% | 2,610,967 | $181.4M |
| Stifel Financial Corp. | 0.15% | Add +3.3% | 2,476,533 | $172.0M |
| Truist Financial Corp. | 0.15% | Add +2.1% | 1,626,177 | $113.0M |
| Jones Financial Companies LLLP | 0.07% | Add +36.0% | 1,569,304 | $109.0M |
| Janney Montgomery Scott LLC | 0.24% | Add +4.0% | 1,503,228 | $104.4M |
| MML Investors Services, LLC | 0.25% | Add +6.7% | 1,496,878 | $104.0M |
| Bellevue Asset Management, LLC | 33.07% | Add +1.4% | 147,860 | $102.3M |
| HighTower Advisors, LLC | 0.11% | Add +3.2% | 1,453,245 | $101.0M |
| PNC Financial Services Group, Inc. | 0.05% | Add +7.0% | 1,400,833 | $97.3M |
| Equitable Holdings, Inc. | 0.65% | Add +7.8% | 1,358,890 | $94.4M |
| NewEdge Advisors, LLC | 0.33% | Add +13.2% | 1,312,729 | $91.2M |
| Corient Private Wealth LP | 0.11% | Reduce -3.3% | 1,176,963 | $81.8M |
| Prospera Financial Services Inc | 1.27% | Add +2.1% | 1,113,908 | $77.4M |
| Mariner, LLC | 0.09% | Add +0.8% | 1,050,247 | $73.0M |
| Baird Financial Group, Inc. | 0.11% | Reduce -6.5% | 1,024,802 | $71.2M |
| Csenge Advisory Group | 3.16% | Add +3.8% | 1,005,353 | $69.8M |
| Cwm, LLC | 0.18% | Reduce -0.8% | 970,829 | $67.4M |
| Rockefeller Capital Management L.P. | 0.12% | Add +126.1% | 951,998 | $66.1M |
| Kestra Private Wealth Services, LLC | 0.76% | Add +2.4% | 881,129 | $61.2M |
| D.A. Davidson & Co. | 0.38% | Add +1.2% | 881,008 | $61.2M |
| Blair William & Co. | 0.14% | Add +30.3% | 753,309 | $52.3M |
| Liberty Square Wealth Partners LLC | 14.58% | Add +30.4% | 736,020 | $51.1M |
| Arax Advisory Partners | 1.39% | New | 685,811 | $47.6M |
| Affinity Wealth Management LLC | 6.57% | Add +0.3% | 664,802 | $46.2M |
| Aptus Capital Advisors, LLC | 0.38% | Add +6.0% | 647,858 | $45.0M |
| Guardian Wealth Advisors, LLC / NC | 2.80% | Add +6.5% | 643,484 | $44.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.2% | 628,835 | $43.7M |
| Ascension Capital Advisors, Inc. | 13.86% | Add +9.0% | 581,472 | $40.4M |
| Harbour Investments, Inc. | 0.82% | Reduce -13.2% | 578,881 | $40.2M |
| RVW Wealth, LLC | 3.06% | Reduce -1.0% | 577,086 | $40.1M |
| Koshinski Asset Management, Inc. | 2.54% | Add +3.1% | 568,144 | $39.5M |
| Financial Partners Group, Inc | 4.50% | Add +2.8% | 538,609 | $38.9M |
| BNP Paribas Financial Markets | 0.02% | Add +640.9% | 554,949 | $38.6M |
| Horizon Advisory Services, Inc. | 19.37% | Reduce -1.8% | 551,075 | $38.3M |
| Stratos Wealth Partners, LTD. | 0.43% | Add +5.3% | 539,821 | $37.5M |
| Steward Partners Investment Advisory, LLC | 0.20% | Reduce -3.7% | 535,903 | $37.2M |
| Spectrum Wealth Advisory Group, LLC | 13.66% | Add +78.8% | 535,049 | $37.2M |
| Hobart Private Capital, LLC | 6.84% | Add +3.0% | 504,239 | $35.0M |
| Gladstone Institutional Advisory LLC | 1.22% | Add +0.8% | 464,538 | $32.3M |
| Integrated Wealth Concepts LLC | 0.38% | Reduce -47.3% | 457,152 | $31.8M |
| Perennial Investment Advisors, LLC | 2.45% | Add +6.9% | 445,635 | $31.0M |
| VestGen Advisors, LLC | 1.31% | Add +19.2% | 443,541 | $30.8M |
| Rise Advisors, LLC | 10.92% | Add +5883.8% | 440,766 | $30.6M |
| Benjamin Edwards Inc. | 0.32% | Add +4.3% | 419,817 | $29.2M |
| Citigroup Inc. | 0.02% | Add +6.2% | 387,275 | $26.9M |
| First Heartland Consultants, Inc. | 2.03% | Add +0.6% | 384,922 | $26.7M |
| US Bancorp \de | 0.03% | Add +3.0% | 366,138 | $25.4M |
| Park National Corp. | 0.78% | Add +3.5% | 361,464 | $25.1M |
| ODonnell Financial Services, LLC | 8.48% | Add +2.5% | 357,074 | $24.8M |
| Foundations Investment Advisors, LLC | 0.32% | Add +11.3% | 355,234 | $24.7M |
| Crumly & Associates Inc. | 4.94% | Reduce -7.3% | 338,770 | $23.5M |
| Western Wealth Management, LLC | 1.09% | Add +4.2% | 338,654 | $23.5M |
| &partners | 0.12% | Add +43.7% | 334,860 | $23.3M |
| Silver Oak Securities, Incorporated | 1.57% | Add +27.9% | 330,678 | $23.2M |
| Intellus Advisors LLC | 3.04% | Add +0.2% | 329,586 | $22.9M |
| Next Level Private LLC | 5.98% | Add +6.2% | 328,636 | $22.8M |
| Concurrent Investment Advisors, LLC | 0.26% | Add +20.6% | 328,333 | $22.8M |
| Independent Financial Group, LLC | 0.50% | Reduce -26.9% | 323,449 | $22.5M |
| Sanchez Wealth Management Group | 4.77% | Add +57.6% | 321,361 | $22.3M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -3.1% | 319,471 | $22.2M |
| Valmark Advisers, Inc. | 0.27% | Reduce -0.9% | 312,065 | $21.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.0% | 293,601 | $21.3M |
| Pine Valley Investments Ltd Liability Co | 1.05% | Add +1.5% | 303,721 | $21.1M |
| Bleakley Financial Group, LLC | 0.36% | New | 298,462 | $20.7M |
| ABLE Financial Group, LLC | 4.12% | Reduce -0.7% | 291,868 | $20.3M |
| Key Client Fiduciary Advisors, LLC | 6.80% | Reduce -3.3% | 282,669 | $19.6M |
| Geneos Wealth Management Inc. | 0.46% | Add +0.1% | 272,274 | $18.9M |
| Integrity Wealth Advisors, Inc. | 13.07% | Reduce -50.2% | 268,530 | $18.7M |
| Uniting Wealth Partners, LLC | 5.65% | Add +21.2% | 265,408 | $18.4M |
| IHT Wealth Management, LLC | 0.44% | Add +1.3% | 260,075 | $18.1M |
| Sigma Planning Corp | 0.48% | Add +6.4% | 251,078 | $17.5M |
| Tidemark, LLC | 4.95% | Add +1398.6% | 250,819 | $17.4M |
| tru Independence LLC | 4.33% | Add +5.8% | 247,244 | $17.2M |
| Prudential PLC | 0.14% | Reduce -49.6% | 245,700 | $17.1M |
| Howard Financial Services, LTD. | 1.98% | Add +6.3% | 243,410 | $16.9M |
| Beacon Financial Group | 1.64% | Reduce -2.7% | 236,880 | $16.5M |
| Daymark Wealth Partners, LLC | 0.52% | Add +13.3% | 235,935 | $16.4M |
| Kingsview Wealth Management, LLC | 0.24% | Add +81.5% | 235,918 | $16.4M |
| Traction Financial Partners, LLC | 9.71% | Add +5.3% | 235,795 | $16.4M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +2.8% | 232,016 | $16.1M |
| Juno Financial Group LLC | 6.44% | — | 231,421 | $16.1M |
| Arkadios Wealth Advisors | 0.30% | Add +1.6% | 220,814 | $15.3M |
| Per Stirling Capital Management, LLC. | 1.72% | Add +3.0% | 220,373 | $15.3M |
| Napier Financial, LLC | 3.81% | — | 219,623 | $15.3M |
| Merit Financial Group, LLC | 0.12% | Add +311.3% | 210,248 | $14.6M |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.