FIRST TRUST RISING DIVIDEND (RDVY) Institutional Shareholders
FIRST TRUST RISING DIVIDEND (RDVY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $17.40B in RDVY holdings during the latest filing period.
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 -2.31% 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
797
Total Reported Value
$17.40B
Largest Holder
Lpl Financial Llc
Largest Position
$2.83B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
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 | $2,766,763,423 | -$65,334,404 | -2.31% | |
| Morgan Stanley | 0.09% | 20,627,246 | $1,672,044,656 | $1,633,471,611 | -$38,573,045 | -2.31% | |
| Raymond James Financial Inc | 0.28% | 12,803,482 | $1,037,850,267 | $1,013,907,740 | -$23,942,527 | -2.31% | |
| Wells Fargo & Company/Mn | 0.18% | 12,683,451 | $1,028,120,499 | $1,004,402,485 | -$23,718,014 | -2.31% | |
| Ameriprise Financial Inc | 0.15% | 9,393,389 | $761,390,725 | $743,862,475 | -$17,528,250 | -2.30% | |
| Bank Of America Corp | 0.04% | 7,458,152 | $604,557,824 | $590,611,057 | -$13,946,767 | -2.31% | |
| Commonwealth Equity Services, Llc | 0.58% | 5,668,806 | $459,513,403 | $448,912,747 | -$10,600,656 | -2.31% | |
| Envestnet Asset Management Inc | 0.11% | 5,503,234 | $446,092,163 | $435,801,100 | -$10,291,063 | -2.31% | |
| Ubs Group Ag | 0.07% | 5,398,773 | $437,624,540 | $427,528,834 | -$10,095,706 | -2.31% | |
| Royal Bank Of Canada | 0.07% | 5,392,002 | $437,075,000 | $426,992,638 | -$10,082,362 | -2.31% | |
| Osaic Holdings, Inc. | 0.44% | 4,633,995 | $375,717,162 | $366,966,064 | -$8,751,098 | -2.33% | |
| Cetera Investment Advisers | 0.32% | 4,350,617 | $352,661,059 | $344,525,360 | -$8,135,699 | -2.31% | |
| Private Advisor Group, Llc | 1.19% | 3,198,885 | $259,301,488 | $253,319,703 | -$5,981,785 | -2.31% | |
| Kestra Advisory Services, Llc | 0.72% | 2,761,957 | $223,884,258 | $218,719,375 | -$5,164,883 | -2.31% | |
| Stifel Financial Corp | 0.18% | 2,674,445 | $216,794,876 | $211,789,300 | -$5,005,576 | -2.31% | |
| Jones Financial Companies Lllp | 0.08% | 2,562,816 | $203,205,630 | $202,949,399 | -$256,231 | -0.13% | |
| Truist Financial Corp | 0.17% | 1,796,860 | $145,653,497 | $142,293,343 | -$3,360,154 | -2.31% | |
| Mml Investors Services, Llc | 0.28% | 1,678,164 | $136,032,004 | $132,893,807 | -$3,138,197 | -2.31% | |
| Janney Montgomery Scott Llc | 0.25% | 1,623,440 | $131,596,000 | $128,560,214 | -$3,035,786 | -2.31% | |
| Newedge Advisors, Llc | 0.36% | 1,481,721 | $120,108,262 | $117,337,486 | -$2,770,776 | -2.31% | |
| Blair William & Co/Il | 0.30% | 1,431,021 | $115,998,539 | $113,322,553 | -$2,675,986 | -2.31% | |
| Pnc Financial Services Group, Inc. | 0.06% | 1,406,881 | $114,041,777 | $111,410,906 | -$2,630,871 | -2.31% | |
| Equitable Holdings, Inc. | 0.61% | 1,259,445 | $102,090,561 | $99,735,450 | -$2,355,111 | -2.31% | |
| Baird Financial Group, Inc. | 0.13% | 1,135,839 | $92,071,157 | $89,947,090 | -$2,124,067 | -2.31% | |
| Prospera Financial Services Inc | 1.30% | 1,105,561 | $89,634,180 | $87,549,376 | -$2,084,804 | -2.33% | |
| Csenge Advisory Group | 3.52% | 1,066,840 | $86,478,040 | $84,483,060 | -$1,994,980 | -2.31% | |
| D.A. Davidson & Co. | 0.44% | 977,097 | $79,203,556 | $77,376,311 | -$1,827,245 | -2.31% | |
| Rockefeller Capital Management L.P. | 0.12% | 967,545 | $78,429,269 | $76,619,889 | -$1,809,380 | -2.31% | |
| Kestra Private Wealth Services, Llc | 0.86% | 961,997 | $77,979,501 | $76,180,542 | -$1,798,959 | -2.31% | |
| Corient Private Wealth Llc | 0.10% | 925,847 | $75,049,183 | $73,317,824 | -$1,731,359 | -2.31% | |
| Harbour Investments, Inc. | 1.00% | 912,649 | $73,979,301 | $72,272,674 | -$1,706,627 | -2.31% | |
| Jpmorgan Chase & Co | 0.00% | 870,819 | $70,092,426 | $68,960,157 | -$1,132,269 | -1.62% | |
| Liberty Square Wealth Partners Llc | 16.62% | 860,676 | $69,766,389 | $68,156,932 | -$1,609,457 | -2.31% | |
| Cwm, Llc | 0.17% | 939,509 | $64,149,649 | $74,399,718 | +$10,250,069 | +15.98% | |
| Integrated Wealth Concepts Llc | 0.38% | 712,921 | $57,789,351 | $56,456,214 | -$1,333,137 | -2.31% | |
| Arax Advisory Partners | 0.38% | 709,083 | $57,478,204 | $56,152,283 | -$1,325,921 | -2.31% | |
| Steward Partners Investment Advisory, Llc | 0.29% | 698,928 | $56,655,098 | $55,348,108 | -$1,306,990 | -2.31% | |
| Aptus Capital Advisors, Llc | 0.40% | 669,631 | $54,280,289 | $53,028,079 | -$1,252,210 | -2.31% | |
| Guardian Wealth Advisors, Llc / Nc | 3.06% | 665,509 | $53,946,171 | $52,701,658 | -$1,244,513 | -2.31% | |
| Affinity Wealth Management Llc | 6.93% | 663,879 | $53,814,043 | $52,572,578 | -$1,241,465 | -2.31% | |
| Paradiem, Llc | 10.67% | 610,726 | $49,505,450 | $48,363,392 | -$1,142,058 | -2.31% | |
| Stratos Wealth Partners, Ltd. | 0.48% | 588,137 | $47,674,450 | $46,574,569 | -$1,099,881 | -2.31% | |
| Rvw Wealth, Llc | 3.13% | 586,906 | $47,574,639 | $46,477,086 | -$1,097,553 | -2.31% | |
| Koshinski Asset Management, Inc. | 2.48% | 573,639 | $46,499,198 | $45,426,472 | -$1,072,726 | -2.31% | |
| Wealth Enhancement Advisory Services, Llc | 0.08% | 577,642 | $46,384,638 | $45,743,470 | -$641,168 | -1.38% | |
| Ascension Capital Advisors, Inc. | 12.87% | 565,306 | $45,823,704 | $44,766,582 | -$1,057,122 | -2.31% | |
| Perennial Investment Advisors, Llc | 3.00% | 554,406 | $44,939,518 | $43,903,411 | -$1,036,107 | -2.31% | |
| Horizon Advisory Services, Inc. | 17.89% | 523,280 | $42,417,069 | $41,438,543 | -$978,526 | -2.31% | |
| Gladstone Institutional Advisory Llc | 1.33% | 520,450 | $42,187,643 | $41,214,436 | -$973,208 | -2.31% | |
| Vestmark Advisory Solutions, Inc. | 0.39% | 506,198 | $41,032,417 | $40,085,820 | -$946,597 | -2.31% |
Frequently asked questions about RDVY
Who owns the most RDVY stock?
The largest holders of RDVY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST RISING DIVIDEND (RDVY).
Is RDVY widely held by superinvestors?
Many widely followed stocks like RDVY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RDVY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.