FIRST TRUST RISING DIVIDEND (RDVY) Institutional Ownership and Insiders Activity
FIRST TRUST RISING DIVIDEND (RDVY) is widely held by institutional investors, with 801 firms reporting positions valued at approximately $17.41B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $2.83B in RDVY holdings in its latest filing.
Institutional Holders
801
Total Reported Value
$17.41B
Largest Holder
Lpl Financial Llc
Largest Position
$2.83B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
64
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$2.83B
- Morgan Stanley$1.67B
- Raymond James Financial Inc$1.04B
- Wells Fargo & Company/Mn$1.03B
- Ameriprise Financial Inc$761.39M
RDVY News
All news- Tru Independence Llc Portfolio Shifts in Q3 2026
Aug 11, 2026 · valut.ai
- <h2>Hfg Advisors Inc Portfolio Shifts: Recent Activity Analysis</h2>
Aug 10, 2026 · valut.ai
- <strong>Denver Wealth Management Inc.</strong> Portfolio Shifts: Significant ETF Purchases and Sales Observed for Q2 2026
Aug 10, 2026 · valut.ai
- Bellevue Asset Management Q2 Portfolio Shifts: Heavy Investments in Tech ETFs
Aug 8, 2026 · valut.ai
- Horizon Advisory Services Inc.: Portfolio Activity Analysis for Q2 Ending June 30, 2026
Aug 5, 2026 · valut.ai
- Park Square Financial Group Activity Analysis: Q3 2026 Portfolio Changes
Aug 4, 2026 · valut.ai
- Koshinski Asset Management Q2 2026 Portfolio Activity: Concentrated in ETFs and Technology
Jul 28, 2026 · valut.ai
- Iams Wealth Management Q2 Portfolio Changes: Focus on ETFs and Sectors
Jul 18, 2026 · valut.ai