Who owns RDVY?
First Trust Rising Dividend Achievers ETF · First Trust
815 institutions reported holding RDVY, worth $18.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RDVY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $2.8B | 34,938,293 | +2,606,159 shares |
| Morgan Stanley | New York, NY | $1.7B | 20,627,246 | −251,198 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.0B | 12,803,482 | +459,192 shares |
| Wells Fargo & Company | San Francisco, CA | $1.0B | 12,683,451 | +1,377,619 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $761.4M | 9,393,389 | +52,192 shares |
| Bank of America Corp. | Charlotte, NC | $604.6M | 7,458,152 | +13,837 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $560.0M | 6,907,979 | +3,677,783 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $459.5M | 5,668,806 | +57,008 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $446.1M | 5,503,234 | +86,684 shares |
| UBS Group AG | Zurich, Switzerland | $437.6M | 5,398,773 | −130,457 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RDVY?
815 institutional managers reported holding RDVY in Form 13F filings for June 30, 2026, worth $18.4B in total. The largest reported position was held by LPL Financial LLC, at $2.8B.
Did institutions buy or sell RDVY last quarter?
Reported 13F value rose 26.7% from March 31, 2026, which includes price moves as well as buying and selling. 107 firms reported a new position and 31 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RDVY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.