RDVY Institutional Ownership & Shareholders
FIRST TRUST RISING DIVIDEND (RDVY) is currently held by 811 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.37B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of RDVY tracked by InsiderSet, reporting ownership valued at approximately $2.83B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.77B, representing an estimated loss of -2.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed RDVY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST RISING DIVIDEND (RDVY).
This page ranks the largest institutional RDVY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
811
Total Reported Value
$17.37B
Largest Holder
Lpl Financial Llc
Largest Position
$2.83B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.64% | 34,938,293 | $2,832,097,827 | $2,766,064,657 | -$66,033,170 | -2.33% | |
| Morgan Stanley | 0.09% | 20,627,246 | $1,672,044,656 | $1,633,059,066 | -$38,985,590 | -2.33% | |
| Raymond James Financial Inc | 0.28% | 12,803,482 | $1,037,850,267 | $1,013,651,670 | -$24,198,597 | -2.33% | |
| Wells Fargo & Company/Mn | 0.18% | 12,683,451 | $1,028,120,499 | $1,004,148,816 | -$23,971,683 | -2.33% | |
| Ameriprise Financial Inc | 0.15% | 9,393,389 | $761,390,725 | $743,674,607 | -$17,716,118 | -2.33% | |
| Bank Of America Corp | 0.04% | 7,458,152 | $604,557,824 | $590,461,894 | -$14,095,930 | -2.33% | |
| Commonwealth Equity Services, Llc | 0.58% | 5,720,865 | $447,886,518 | $452,920,882 | +$5,034,364 | +1.12% | |
| Envestnet Asset Management Inc | 0.11% | 5,503,234 | $446,092,163 | $435,691,036 | -$10,401,127 | -2.33% | |
| Ubs Group Ag | 0.07% | 5,398,773 | $437,624,540 | $427,420,858 | -$10,203,682 | -2.33% | |
| Royal Bank Of Canada | 0.07% | 5,392,002 | $437,075,000 | $426,884,798 | -$10,190,202 | -2.33% | |
| Osaic Holdings, Inc. | 0.44% | 4,633,995 | $375,717,162 | $366,873,384 | -$8,843,778 | -2.35% | |
| Cetera Investment Advisers | 0.32% | 4,350,617 | $352,661,059 | $344,438,348 | -$8,222,711 | -2.33% | |
| Private Advisor Group, Llc | 1.19% | 3,198,885 | $259,301,488 | $253,255,725 | -$6,045,763 | -2.33% | |
| Kestra Advisory Services, Llc | 0.65% | 2,904,730 | $227,411,321 | $229,967,474 | +$2,556,153 | +1.12% | |
| Stifel Financial Corp | 0.18% | 2,674,445 | $216,794,876 | $211,735,811 | -$5,059,065 | -2.33% | |
| Jones Financial Companies Lllp | 0.08% | 2,562,816 | $203,205,630 | $202,898,143 | -$307,487 | -0.15% | |
| Truist Financial Corp | 0.16% | 1,747,626 | $136,821,653 | $138,359,550 | +$1,537,897 | +1.12% | |
| Mml Investors Services, Llc | 0.28% | 1,678,164 | $136,032,004 | $132,860,244 | -$3,171,760 | -2.33% | |
| Janney Montgomery Scott Llc | 0.25% | 1,623,440 | $131,596,000 | $128,527,745 | -$3,068,255 | -2.33% | |
| Newedge Advisors, Llc | 0.36% | 1,481,721 | $120,108,262 | $117,307,852 | -$2,800,410 | -2.33% | |
| Blair William & Co/Il | 0.30% | 1,431,021 | $115,998,539 | $113,293,933 | -$2,704,606 | -2.33% | |
| Pnc Financial Services Group, Inc. | 0.06% | 1,406,881 | $114,041,777 | $111,382,769 | -$2,659,008 | -2.33% | |
| Equitable Holdings, Inc. | 0.61% | 1,259,445 | $102,090,561 | $99,710,261 | -$2,380,300 | -2.33% | |
| Baird Financial Group, Inc. | 0.13% | 1,135,839 | $92,071,157 | $89,924,374 | -$2,146,783 | -2.33% | |
| Prospera Financial Services Inc | 1.30% | 1,105,561 | $89,634,180 | $87,527,264 | -$2,106,916 | -2.35% | |
| Csenge Advisory Group | 3.52% | 1,066,840 | $86,478,040 | $84,461,723 | -$2,016,317 | -2.33% | |
| Kestra Private Wealth Services, Llc | 0.85% | 1,017,083 | $79,627,413 | $80,522,461 | +$895,048 | +1.12% | |
| Rockefeller Capital Management L.P. | 0.12% | 967,545 | $78,429,269 | $76,600,538 | -$1,828,731 | -2.33% | |
| Corient Private Wealth Llc | 0.10% | 925,847 | $75,049,183 | $73,299,307 | -$1,749,876 | -2.33% | |
| D.A. Davidson & Co. | 0.40% | 956,176 | $74,859,019 | $75,700,454 | +$841,435 | +1.12% | |
| Harbour Investments, Inc. | 1.00% | 912,649 | $73,979,301 | $72,254,421 | -$1,724,880 | -2.33% | |
| Jpmorgan Chase & Co | 0.00% | 870,819 | $70,092,426 | $68,942,740 | -$1,149,686 | -1.64% | |
| Liberty Square Wealth Partners Llc | 16.62% | 860,676 | $69,766,389 | $68,139,719 | -$1,626,670 | -2.33% | |
| Cwm, Llc | 0.17% | 939,509 | $64,149,649 | $74,380,928 | +$10,231,279 | +15.95% | |
| Integrated Wealth Concepts Llc | 0.38% | 712,921 | $57,789,351 | $56,441,956 | -$1,347,395 | -2.33% | |
| Arax Advisory Partners | 0.38% | 709,083 | $57,478,204 | $56,138,101 | -$1,340,103 | -2.33% | |
| Steward Partners Investment Advisory, Llc | 0.29% | 698,928 | $56,655,098 | $55,334,130 | -$1,320,968 | -2.33% | |
| Koshinski Asset Management, Inc. | 2.90% | 707,267 | $55,371,928 | $55,994,328 | +$622,400 | +1.12% | |
| Aptus Capital Advisors, Llc | 0.40% | 669,631 | $54,280,289 | $53,014,686 | -$1,265,603 | -2.33% | |
| Guardian Wealth Advisors, Llc / Nc | 3.06% | 665,509 | $53,946,171 | $52,688,348 | -$1,257,823 | -2.33% | |
| Affinity Wealth Management Llc | 6.93% | 663,879 | $53,814,043 | $52,559,300 | -$1,254,743 | -2.33% | |
| Paradiem, Llc | 10.67% | 610,726 | $49,505,450 | $48,351,177 | -$1,154,273 | -2.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 609,986 | $48,451,179 | $48,292,592 | -$158,587 | -0.33% | |
| Stratos Wealth Partners, Ltd. | 0.48% | 588,137 | $47,674,450 | $46,562,806 | -$1,111,644 | -2.33% | |
| Rvw Wealth, Llc | 3.00% | 596,440 | $46,695,319 | $47,220,155 | +$524,836 | +1.12% | |
| Ascension Capital Advisors, Inc. | 12.87% | 565,306 | $45,823,704 | $44,755,276 | -$1,068,428 | -2.33% | |
| Perennial Investment Advisors, Llc | 3.00% | 554,406 | $44,939,518 | $43,892,323 | -$1,047,195 | -2.33% | |
| Concurrent Investment Advisors, Llc | 0.31% | 568,548 | $44,511,562 | $45,011,945 | +$500,383 | +1.12% | |
| Financial Partners Group, Inc | 4.49% | 552,438 | $43,250,408 | $43,736,516 | +$486,108 | +1.12% | |
| Gladstone Institutional Advisory Llc | 1.33% | 520,450 | $42,187,643 | $41,204,027 | -$983,617 | -2.33% |
Frequently asked questions about RDVY
Who are the largest institutional holders of RDVY?
The largest institutional holders of RDVY reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported RDVY position.
What is RDVY institutional ownership?
This page tracks RDVY positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST RISING DIVIDEND (RDVY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RDVY?
InsiderSet currently tracks 811 institutional managers reporting RDVY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RDVY shareholders.
How much RDVY stock do institutions own?
Institutional investment managers disclosed approximately $17.37B in RDVY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RDVY institutional ownership last updated?
The latest RDVY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RDVY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RDVY position after the reporting date.
Are institutions buying or selling RDVY?
Institutional buying and selling can be analyzed by comparing RDVY positions across consecutive 13F reporting periods. InsiderSet's RDVY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RDVY ownership changes.
How has RDVY institutional ownership changed over time?
InsiderSet tracks RDVY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.