RDVY

First Trust Rising DividendETF
UnclassifiedUSCUSIP 33738R506◍ Confluence graph
Tracked 13F Holders
750
-81 QoQ
13F Value (tracked)
$15.2B
13F Moves · latest Q
32 added
13 trimmed
Recent Filings
0

Who owns RDVY?

750 tracked 13F filers

750 tracked 13F filers disclose a position in RDVY as of the latest SEC 13F filings, a combined $15.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$2.2B
32.3M
+6.0%
Added · +1.8M sh
Q1 2026
2MORGAN STANLEY
$1.4B
20.9M
+3.6%
Added · +726K sh
Q1 2026
3RAYMOND JAMES FINANCIAL INC
$842.9M
12.3M
+9.4%
Added · +1.1M sh
Q1 2026
4WELLS FARGO & COMPANY/MN
$772.0M
11.3M
+0.3%
Added · +30K sh
Q1 2026
5AMERIPRISE FINANCIAL INC
$638.4M
9.3M
+3.3%
Added · +299K sh
Q1 2026
6BANK OF AMERICA CORP /DE/
$508.3M
7.4M
+3.0%
Added · +219K sh
Q1 2026
7COMMONWEALTH EQUITY SERVICES, LLC
$383.2M
5.6M
+1.0%
Added · +56K sh
Q1 2026
8UBS Group AG
$377.5M
5.5M
−7.8%
Reduced · −465K sh
Q1 2026
9ENVESTNET ASSET MANAGEMENT INC
$369.8M
5.4M
+5.2%
Added · +269K sh
Q1 2026
10ROYAL BANK OF CANADA
$343.5M
5.0M
+6.5%
Added · +308K sh
Q1 2026
11OSAIC HOLDINGS, INC.
$301.4M
4.4M
+13%
Added · +501K sh
Q1 2026
12Cetera Investment Advisers
$276.1M
4.0M
+8.0%
Added · +300K sh
Q1 2026
13Private Advisor Group, LLC
$259.3M
3.2M
+23%
Added · +596K sh
Q2 2026
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$212.5M
3.1M
+15%
Added · +395K sh
Q1 2026
15Kestra Advisory Services, LLC
$223.9M
2.8M
−4.3%
Reduced · −123K sh
Q2 2026
16STIFEL FINANCIAL CORP
$174.3M
2.6M
+3.1%
Added · +77K sh
Q1 2026
17JONES FINANCIAL COMPANIES LLLP
$140.4M
2.1M
+34%
Added · +536K sh
Q1 2026
18TRUIST FINANCIAL CORP
$120.4M
1.8M
+8.5%
Added · +138K sh
Q1 2026
19MML INVESTORS SERVICES, LLC
$136.0M
1.7M
+24%
Added · +320K sh
Q2 2026
20HighTower Advisors, LLC
$104.1M
1.5M
+4.9%
Added · +71K sh
Q1 2026
21NewEdge Advisors, LLC
$120.1M
1.5M
+3.0%
Added · +44K sh
Q2 2026
22BLAIR WILLIAM & CO/IL
$116.0M
1.4M
+62%
Added · +550K sh
Q2 2026
23PNC FINANCIAL SERVICES GROUP, INC.
$95.4M
1.4M
−0.3%
Reduced · −4K sh
Q1 2026
24Equitable Holdings, Inc.
$102.1M
1.3M
+0.8%
Added · +10K sh
Q2 2026
25Baird Financial Group, Inc.
$76.9M
1.1M
+10.0%
Added · +102K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RDVY being bought or sold by institutions?

Last quarter, 2 funds opened a new position in RDVY and 30 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
30
funds
Reduced
13
funds
Exited
0
funds

Funds that own RDVY also own

CompanyCo-held byCombined value
APPLE INCAAPL443 funds$90.8B
NVIDIA CORPNVDA438 funds$102.8B
MICROSOFT CORPMSFT438 funds$68.2B
AMAZON.COM INCAMZN437 funds$49.7B
ALPHABET INC-CL AGOOGL428 funds$47.5B
JPMORGAN CHASE & COJPM422 funds$24.7B
SS SPDR S&P 500 ETF TRUST-USSPY419 funds$20.8B
ALPHABET INC-CL CGOOG416 funds$27.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B410 funds$14.6B
BROADCOM INCAVGO408 funds$37.9B
INVESCO QQQ TRUST SERIES 1QQQ408 funds$11.7B
META PLATFORMS INC-CLASS AMETA403 funds$25.2B

Ranked by how many of RDVY's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

595 funds+208 since Q3 2024
0338676Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.8B

Share classes

Class13F holdersValue held
RDVYthis pagemc750 funds$15.2B
AIRRmc500 funds$6.2B
TDIVmc398 funds$2.2B
FVmc332 funds$2.2B
FTHImc209 funds$1.3B
FTXLmc188 funds$1.4B
ROBTmc165 funds$306.0M
FTXOmc125 funds$229.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in RDVY

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RDVY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RDVY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RDVY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.