FIRST TRUST RISING DIVIDEND (RDVY) Institutional Ownership Changes & 13F Activity

FIRST TRUST RISING DIVIDEND (RDVY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Wells Fargo & Company/Mn, Two Sigma Investments, Lp, Raymond James Financial Inc, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+86,684+1.6%5,503,234$446.09MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+16,964+326.8%22,155$1.80MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-101-0.2%53,138$4.31MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-142,532-16.7%712,921$57.79MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+4+0.2%2,505$203.08KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-1,799-41.8%2,501$202.73KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-108,162-10.5%925,847$75.05MQ2 2026Aug 27, 2026
Serenity Investment AdvisorsBuy+28,004—28,004$2.28MQ2 2026Aug 24, 2026
Rehmann Capital Advisory GroupBuy+10,599+43.3%35,052$3.09MQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcSell-188-1.4%12,905$1.05MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcSell-14,815-5.5%254,845$20.66MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+2,723+184.1%4,202$340.65KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-2,584-4.3%57,182$4.64MQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+34,831—34,831$2.82MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,742+7.0%26,685$2.16MQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+16,551+71.5%39,688$3.22MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+10,067+0.8%1,259,445$102.09MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+197+0.5%37,113$3.01MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+67+0.1%49,146$3.98MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+9,393,389—9,393,389$761.39MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,377,619+12.2%12,683,451$1.03BQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-841,800-99.7%2,600$210.76KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+459,192+3.7%12,803,482$1.04BQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+457,136+21.7%2,562,816$203.21MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+361,424+7.2%5,392,002$437.07MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+246,860—246,860$20.01MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-236,444-31.8%506,198$41.03MQ2 2026Aug 14, 2026
Prudential PlcBuy+227,200—227,200$18.42MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+221,277+5.0%4,633,995$375.72MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+118,662—118,662$9.62MQ2 2026Aug 14, 2026
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Frequently asked questions about RDVY activity

  • Which institutional owners are buying RDVY?

    Institutional owners buying RDVY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in RDVY activity?

    "Buy" means an investor increased their reported position in RDVY compared to the prior reporting period. This reflects growing exposure to FIRST TRUST RISING DIVIDEND (RDVY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in RDVY increasing?

    Institutional interest in RDVY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.