RDVY
First Trust Rising Dividend Achievers ETF$68.62-1.13 (-1.63%)Financial ServicesNASDAQ
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$2.143271211900014e+269T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TD Capital Management LLC | 30,852 | $2.1B | 0.19% | Share |
| 2 | LPL Financial LLC | 30,504,116 | $2.1B | 0.58% | Share |
| 3 | MORGAN STANLEY | 20,133,649 | $1.4B | 0.08% | Share |
| 4 | AMERIPRISE FINANCIAL INC | 9,008,581 | $625.0M | 0.14% | Share |
| 5 | RAYMOND JAMES FINANCIAL INC | 7,781,430 | $540.0M | 0.17% | Share |
| 6 | UBS Group AG | 5,993,558 | $416.4M | 0.07% | Share |
| 7 | WELLS FARGO & COMPANY/MN | 5,943,110 | $412.0M | 0.08% | Share |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 5,555,442 | $385.0M | 0.51% | Share |
| 9 | WELLS FARGO & COMPANY/MN | 5,333,105 | $370.0M | 0.07% | Share |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 5,147,131 | $357.0M | 0.11% | Share |
| 11 | ROYAL BANK OF CANADA | 4,710,939 | $327.0M | 0.05% | Share |
| 12 | BANK OF AMERICA CORP /DE/ | 3,753,780 | $260.0M | 0.02% | Share |
| 13 | Cetera Investment Advisers | 3,744,525 | $260.0M | 0.28% | Share |
| 14 | OSAIC HOLDINGS, INC. | 3,497,299 | $243.0M | 0.36% | Share |
| 15 | RAYMOND JAMES FINANCIAL INC | 3,432,915 | $238.0M | 0.07% | Share |
| 16 | BANK OF AMERICA CORP /DE/ | 3,433,911 | $238.0M | 0.02% | Share |
| 17 | Kestra Advisory Services, LLC | 2,756,341 | $191.0M | 0.79% | Share |
| 18 | Cambridge Investment Research Advisors, Inc. | 2,708,359 | $188.0M | 0.50% | Share |
| 19 | Private Advisor Group, LLC | 2,610,967 | $181.0M | 0.85% | Share |
| 20 | STIFEL FINANCIAL CORP | 2,432,429 | $168.0M | 0.15% | Share |
| 21 | TRUIST FINANCIAL CORP | 1,617,348 | $112.4M | 0.15% | Share |
| 22 | JONES FINANCIAL COMPANIES LLLP | 1,569,304 | $109.0M | 0.07% | Share |
| 23 | Janney Montgomery Scott LLC | 1,503,228 | $104.0M | 0.24% | Share |
| 24 | MML INVESTORS SERVICES, LLC | 1,496,878 | $103.0M | 0.25% | Share |
| 25 | BELLEVUE ASSET MANAGEMENT, LLC | 147,860 | $102.3M | 33.07% | Share |
| 26 | HighTower Advisors, LLC | 1,453,245 | $100.0M | 0.11% | Share |
| 27 | PNC FINANCIAL SERVICES GROUP, INC. | 1,397,566 | $97.0M | 0.05% | Share |
| 28 | Equitable Holdings, Inc. | 1,358,890 | $94.0M | 0.64% | Share |
| 29 | NewEdge Advisors, LLC | 1,312,729 | $91.0M | 0.33% | Share |
| 30 | Corient Private Wealth LLC | 1,176,963 | $81.8M | 0.11% | Share |
| 31 | Prospera Financial Services Inc | 1,113,908 | $77.0M | 1.26% | Share |
| 32 | Baird Financial Group, Inc. | 1,023,436 | $71.0M | 0.11% | Share |
| 33 | Csenge Advisory Group | 1,005,353 | $69.8M | 3.16% | Share |
| 34 | CWM, LLC | 970,829 | $67.4M | 0.18% | Share |
| 35 | Rockefeller Capital Management L.P. | 947,483 | $65.0M | 0.12% | Share |
| 36 | KESTRA PRIVATE WEALTH SERVICES, LLC | 881,129 | $61.2M | 0.76% | Share |
| 37 | D.A. DAVIDSON & CO. | 881,008 | $61.2M | 0.37% | Share |
| 38 | Mariner, LLC | 779,028 | $54.0M | 0.06% | Share |
| 39 | BLAIR WILLIAM & CO/IL | 753,309 | $52.0M | 0.14% | Share |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 724,390 | $51.6M | 0.03% | Share |
| 41 | LIBERTY SQUARE WEALTH PARTNERS LLC | 736,020 | $51.1M | 14.58% | Share |
| 42 | Arax Advisory Partners | 685,811 | $47.0M | 1.37% | Share |
| 43 | AFFINITY WEALTH MANAGEMENT LLC | 664,802 | $46.2M | 6.57% | Share |
| 44 | Aptus Capital Advisors, LLC | 647,858 | $45.0M | 0.32% | Share |
| 45 | GUARDIAN WEALTH ADVISORS, LLC / NC | 643,484 | $44.7M | 2.78% | Share |
| 46 | Ascension Capital Advisors, Inc. | 581,472 | $40.4M | 13.86% | Share |
| 47 | HARBOUR INVESTMENTS, INC. | 578,881 | $40.2M | 0.82% | Share |
| 48 | RVW Wealth, LLC | 577,086 | $40.1M | 3.06% | Share |
| 49 | Koshinski Asset Management, Inc. | 568,144 | $39.5M | 2.54% | Share |
| 50 | Financial Partners Group, Inc | 538,609 | $38.9M | 4.50% | Share |