First Trust Rising DividendRDVYETF
13F holders, Q1 2026 (March 31)768holders +11
54new positions
44sold out
6famous investors
$68.29avg. 13F price*
At the end of Q1 2026, 768 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 11 from Q4 2025. 54 opened new positions and 44 sold out. The largest holders were LPL Financial LLC ($2.2B), Morgan Stanley ($1.4B) and Raymond James Financial Inc. ($842.9M). 6 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $140.4M |
| Exits | 44 | $111.1M |
All 13F filers, Q4 2025 → Q1 2026: 16,333,747 shares bought and 4,030,861 shares sold, net +12,302,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 768 holders
| LPL Financial LLC | 0.59% | Add +6.0% | 32,332,134 | $2.2B |
| Morgan Stanley | 0.09% | Add +3.6% | 20,878,444 | $1.4B |
| Raymond James Financial Inc. | 0.26% | Add +9.4% | 12,344,290 | $842.9M |
| Wells Fargo & Company | 0.15% | Add +0.3% | 11,305,832 | $772.0M |
| Ameriprise Financial Inc. | 0.15% | Add +3.3% | 9,341,197 | $638.4M |
| Bank of America Corp. | 0.04% | Add +3.0% | 7,444,315 | $508.3M |
| Commonwealth Equity Services, LLC | 0.54% | Add +1.0% | 5,611,798 | $383.2M |
| UBS Group AG | 0.07% | Reduce -7.8% | 5,529,230 | $377.5M |
| Envestnet Asset Management Inc. | 0.10% | Add +5.2% | 5,416,550 | $369.8M |
| Royal Bank of Canada | 0.07% | Add +6.5% | 5,030,578 | $343.5M |
| Osaic Holdings, Inc. | 0.44% | Add +12.8% | 4,412,718 | $301.4M |
| Cetera Investment Advisers | 0.29% | Add +8.0% | 4,044,145 | $276.1M |
| Cambridge Investment Research Advisors, Inc. | 0.57% | Add +19.3% | 3,230,196 | $220.6M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +14.5% | 3,112,676 | $212.5M |
| Kestra Advisory Services, LLC | 0.75% | Add +4.7% | 2,885,091 | $197.0M |
| Private Advisor Group, LLC | 0.83% | Reduce -0.3% | 2,603,193 | $177.7M |
| Stifel Financial Corp. | 0.16% | Add +3.1% | 2,553,066 | $174.3M |
| Jones Financial Companies LLLP | 0.07% | Add +34.2% | 2,105,680 | $140.4M |
| Truist Financial Corp. | 0.16% | Add +8.5% | 1,763,900 | $120.4M |
| Janney Montgomery Scott LLC | 0.26% | Add +3.0% | 1,548,817 | $105.8M |
| HighTower Advisors, LLC | 0.11% | Add +4.9% | 1,524,251 | $104.1M |
| NewEdge Advisors, LLC | 0.35% | Add +9.5% | 1,437,974 | $98.2M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -0.3% | 1,396,712 | $95.4M |
| MML Investors Services, LLC | 0.26% | Reduce -9.3% | 1,357,751 | $92.7M |
| Equitable Holdings, Inc. | 0.56% | Reduce -8.1% | 1,249,378 | $86.8M |
| Prospera Financial Services Inc | 1.29% | Add +5.1% | 1,171,062 | $80.0M |
| Baird Financial Group, Inc. | 0.12% | Add +10.0% | 1,126,899 | $76.9M |
| Csenge Advisory Group | 3.28% | Add +4.3% | 1,048,094 | $71.6M |
| Mariner, LLC | 0.08% | Reduce -1.0% | 1,039,283 | $71.0M |
| Corient Private Wealth LP | 0.10% | Reduce -12.2% | 1,034,009 | $70.6M |
| Rockefeller Capital Management L.P. | 0.12% | Add +1.6% | 967,621 | $66.1M |
| D.A. Davidson & Co. | 0.39% | Add +8.1% | 952,581 | $65.0M |
| Cwm, LLC | 0.17% | Reduce -3.2% | 939,509 | $64.1M |
| Kestra Private Wealth Services, LLC | 0.79% | Add +6.2% | 935,616 | $63.9M |
| Harbour Investments, Inc. | 0.94% | Add +53.3% | 887,227 | $60.6M |
| Blair William & Co. | 0.17% | Add +16.9% | 880,823 | $60.1M |
| Integrated Wealth Concepts LLC | 0.47% | Add +87.1% | 855,453 | $58.4M |
| Two Sigma Investments, LP | 0.05% | New | 844,400 | $57.7M |
| Liberty Square Wealth Partners LLC | 15.34% | Add +9.4% | 805,324 | $55.0M |
| JPMorgan Chase & Co. | 0.00% | Add +22.9% | 773,165 | $51.4M |
| Vestmark Advisory Solutions, Inc. | 0.56% | Add +1611.9% | 742,642 | $50.7M |
| Elevation Point Wealth Partners, LLC | 1.17% | Add +1520.4% | 722,842 | $49.4M |
| Affinity Wealth Management LLC | 6.86% | Reduce -0.2% | 663,446 | $45.3M |
| Aptus Capital Advisors, LLC | 0.38% | Add +1.0% | 654,217 | $44.7M |
| Guardian Wealth Advisors, LLC / NC | 2.80% | Add +0.3% | 645,395 | $44.1M |
| Ascension Capital Advisors, Inc. | 12.58% | Add +0.7% | 585,365 | $40.0M |
| Stratos Wealth Partners, LTD. | 0.46% | Add +7.8% | 582,079 | $39.7M |
| RVW Wealth, LLC | 3.04% | Reduce -1.1% | 570,710 | $39.0M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +6.2% | 569,198 | $38.9M |
| Koshinski Asset Management, Inc. | 2.40% | Reduce -0.6% | 564,494 | $38.5M |
| Financial Partners Group, Inc | 4.44% | Add +0.8% | 543,025 | $37.1M |
| Horizon Advisory Services, Inc. | 18.79% | Reduce -2.5% | 537,012 | $36.7M |
| Spectrum Wealth Advisory Group, LLC | 13.51% | Reduce -0.6% | 532,040 | $36.3M |
| Independent Advisor Alliance | 0.38% | New | 523,384 | $35.7M |
| Perennial Investment Advisors, LLC | 2.83% | Add +16.5% | 519,015 | $35.4M |
| Hobart Private Capital, LLC | 6.93% | Add +2.5% | 516,607 | $35.3M |
| Gladstone Institutional Advisory LLC | 1.28% | Add +8.8% | 505,605 | $34.5M |
| First Heartland Consultants, Inc. | 2.51% | Add +24.9% | 480,671 | $32.8M |
| Arax Advisory Partners | 0.93% | Reduce -29.9% | 480,602 | $32.8M |
| Rise Advisors, LLC | 11.46% | Add +7.2% | 472,396 | $32.5M |
| VestGen Advisors, LLC | 0.89% | Reduce -2.8% | 430,978 | $31.9M |
| Benjamin Edwards Inc. | 0.31% | Add +9.6% | 459,941 | $31.4M |
| Bleakley Financial Group, LLC | 0.48% | Add +49.1% | 444,900 | $30.4M |
| Citigroup Inc. | 0.02% | Add +11.2% | 430,510 | $29.4M |
| Arkadios Wealth Advisors | 0.45% | Add +81.1% | 399,950 | $27.3M |
| Foundations Investment Advisors, LLC | 0.34% | Add +12.4% | 399,315 | $27.3M |
| US Bancorp \de | 0.03% | Add +5.2% | 385,183 | $26.3M |
| Park National Corp. | 0.79% | Add +4.6% | 378,101 | $25.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +26.3% | 370,701 | $25.5M |
| Next Level Private LLC | 5.59% | Add +10.3% | 362,555 | $24.8M |
| ODonnell Financial Services, LLC | 8.51% | Add +1.4% | 362,140 | $24.7M |
| Independent Financial Group, LLC | 0.55% | Add +11.5% | 360,739 | $24.6M |
| Western Wealth Management, LLC | 0.92% | Add +4.5% | 353,709 | $24.2M |
| Concurrent Investment Advisors, LLC | 0.25% | Add +2.8% | 337,481 | $23.0M |
| Intellus Advisors LLC | 3.10% | Add +0.8% | 332,314 | $22.7M |
| &partners | 0.11% | Reduce -0.9% | 331,820 | $22.6M |
| Sanchez Wealth Management Group | 4.81% | Add +1.4% | 325,764 | $22.2M |
| Sanctuary Advisors, LLC | 0.12% | Add +1.8% | 325,077 | $22.2M |
| Tidemark, LLC | 5.50% | Add +26.3% | 316,682 | $21.6M |
| Valmark Advisers, Inc. | 0.26% | Add +1.0% | 315,259 | $21.5M |
| Crumly & Associates Inc. | 4.39% | Reduce -9.7% | 305,910 | $20.9M |
| Integrity Wealth Advisors, Inc. | 12.44% | Add +13.0% | 303,538 | $20.7M |
| Howard Financial Services, LTD. | 2.22% | Add +18.4% | 288,104 | $19.7M |
| Pine Valley Investments Ltd Liability Co | 0.95% | Reduce -5.7% | 286,474 | $19.6M |
| Key Client Fiduciary Advisors, LLC | 6.59% | Reduce -0.7% | 280,764 | $19.2M |
| Silver Oak Securities, Incorporated | 1.35% | Reduce -18.3% | 270,094 | $18.4M |
| Uniting Wealth Partners, LLC | 3.92% | Add +1.7% | 269,997 | $18.4M |
| Kingsview Wealth Management, LLC | 0.25% | Add +14.3% | 269,660 | $18.4M |
| Geneos Wealth Management Inc. | 0.43% | Reduce -1.0% | 269,459 | $18.4M |
| Sentinel Advisory Group, LLC | 8.86% | — | 266,200 | $18.2M |
| Sigma Planning Corp | 0.49% | Add +3.2% | 259,052 | $17.7M |
| tru Independence LLC | 8.69% | Add +4.1% | 257,442 | $17.6M |
| Gateway Wealth Partners, LLC | 0.66% | Add +91.7% | 249,140 | $17.0M |
| Daymark Wealth Partners, LLC | 0.53% | Add +5.2% | 248,181 | $16.9M |
| IHT Wealth Management, LLC | 0.39% | Reduce -6.0% | 244,557 | $16.7M |
| Avaii Wealth Management, LLC | 5.81% | New | 243,929 | $16.7M |
| Traction Financial Partners, LLC | 10.00% | Add +0.8% | 237,780 | $16.2M |
| Beacon Financial Group | 1.58% | Reduce -2.2% | 231,768 | $15.8M |
| RFG Advisory, LLC | 0.29% | Add +248.1% | 231,424 | $15.8M |
| Juno Financial Group LLC | 6.15% | Reduce -0.7% | 229,897 | $15.7M |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.