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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +86,684 | +1.6% | 5,503,234 | $446.09M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +16,964 | +326.8% | 22,155 | $1.80M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -101 | -0.2% | 53,138 | $4.31M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -142,532 | -16.7% | 712,921 | $57.79M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +4 | +0.2% | 2,505 | $203.08K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -1,799 | -41.8% | 2,501 | $202.73K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -108,162 | -10.5% | 925,847 | $75.05M | Q2 2026 | Aug 27, 2026 |
| Serenity Investment Advisors | Buy | +28,004 | — | 28,004 | $2.28M | Q2 2026 | Aug 24, 2026 |
| Rehmann Capital Advisory Group | Buy | +10,599 | +43.3% | 35,052 | $3.09M | Q2 2026 | Aug 20, 2026 |
| Forefront Wealth Partners, Llc | Sell | -188 | -1.4% | 12,905 | $1.05M | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -14,815 | -5.5% | 254,845 | $20.66M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +2,723 | +184.1% | 4,202 | $340.65K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -2,584 | -4.3% | 57,182 | $4.64M | Q2 2026 | Aug 19, 2026 |
| Concorde Asset Management, Llc | Buy | +34,831 | — | 34,831 | $2.82M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,742 | +7.0% | 26,685 | $2.16M | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Buy | +16,551 | +71.5% | 39,688 | $3.22M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +10,067 | +0.8% | 1,259,445 | $102.09M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +197 | +0.5% | 37,113 | $3.01M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +67 | +0.1% | 49,146 | $3.98M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +9,393,389 | — | 9,393,389 | $761.39M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,377,619 | +12.2% | 12,683,451 | $1.03B | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -841,800 | -99.7% | 2,600 | $210.76K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +459,192 | +3.7% | 12,803,482 | $1.04B | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +457,136 | +21.7% | 2,562,816 | $203.21M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +361,424 | +7.2% | 5,392,002 | $437.07M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +246,860 | — | 246,860 | $20.01M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -236,444 | -31.8% | 506,198 | $41.03M | Q2 2026 | Aug 14, 2026 |
| Prudential Plc | Buy | +227,200 | — | 227,200 | $18.42M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +221,277 | +5.0% | 4,633,995 | $375.72M | Q2 2026 | Aug 14, 2026 |
| Cozad Asset Management Inc | Buy | +118,662 | — | 118,662 | $9.62M | Q2 2026 | Aug 14, 2026 |
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.