FIRST TRUST RISING DIVIDEND (RDVY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling RDVY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for FIRST TRUST RISING DIVIDEND, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on RDVY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for FIRST TRUST RISING DIVIDEND.

Is institutional money flowing into RDVY?

104 institutional investors hold FIRST TRUST RISING DIVIDEND (RDVY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about RDVY?

Track institutional sentiment and conviction scores for FIRST TRUST RISING DIVIDEND (RDVY) including Smart Money Verdict and position changes on HoldingsIntel.

FIRST TRUST RISING DIVIDEND

RDVY·33738R506·US·etf·Unknown - Unknown

RISN

RDVY (FIRST TRUST RISING DIVIDEND) is held by 104 institutional investors as of Q4 2025. Largest holders: LPL Financial LLC ($2.2B), COMMONWEALTH EQUITY SERVICES, LLC ($383.2M), UBS Group AG ($377.5M). Net institutional sentiment: Bullish.

104

Holders

Avg rating(6 Elite)

$10.6B

Total Value

67% (109)

Fund Consensus

68 buying - 33 selling

Smart Money Verdict

View all

68Positive Momentum (Unconfirmed)Single Source

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See how RDVY's score breaks down across 4 SEC sources

Held by 104 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	32.3M(+6.0%)	$2.2B	0.6%	—	48
COMMONWEALTH EQUITY SERVICES, LLC	Increased	5.6M(+1.0%)	$383.2M	0.5%	—	44
UBS Group AG	Decreased	5.5M(-7.8%)	$377.5M	0.1%	—	0
ENVESTNET ASSET MANAGEMENT INC	Increased	5.4M(+5.2%)	$369.8M	0.1%	—	33
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	3.1M(+14.5%)	$212.5M	0.1%	—	42
Kestra Advisory Services, LLC	Increased	2.9M(+4.7%)	$197M	0.7%	—	45
Private Advisor Group, LLC	Decreased	2.6M(-0.3%)	$177.7M	0.8%	—	0
TRUIST FINANCIAL CORP	Increased	1.8M(+8.5%)	$120.4M	0.2%	—	39
HighTower Advisors, LLC	Increased	1.5M(+4.9%)	$104.1M	0.1%	—	38
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1.4M(-0.3%)	$95.4M	0.1%	—	0
MML INVESTORS SERVICES, LLC	Decreased	1.4M(-9.3%)	$92.7M	0.3%	—	0
D.A. DAVIDSON & CO.	Increased	952,581(+8.1%)	$65M	0.4%	—	38
BLAIR WILLIAM & CO/IL	Increased	880,823(+16.9%)	$60.1M	0.2%	—	41
Steward Partners Investment Advisory, LLC	Increased	569,198(+6.2%)	$38.9M	0.2%	—	37
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	370,701(+26.3%)	$25.5M	0.1%	—	35
Sanctuary Advisors, LLC	Increased	325,077(+1.8%)	$22.2M	0.1%	—	35
MFMerit Financial Group, LLC	Increased	212,452(+1.1%)	$14.5M	0.1%	—	34
ASSETMARK, INC	Decreased	184,440(-9.2%)	$12.6M	0.0%	—	0
Farther Finance Advisors, LLC	Increased	166,064(+5.1%)	$11.4M	0.1%	—	35
DAVENPORT & Co LLC	Increased	164,009(+10.9%)	$11.2M	0.1%	—	31
FIFTH THIRD BANCORP	Increased	126,073(+5846.8%)	$8.6M	0.0%	—	44
AXXCESS WEALTH MANAGEMENT, LLC	Increased	102,783(+9.2%)	$7M	0.2%	—	36
OneDigital Investment Advisors LLC	Increased	99,545(+16.8%)	$6.8M	0.1%	—	32
Envestnet Portfolio Solutions, Inc.	Decreased	53,239(-77.0%)	$3.6M	0.0%	—	0
QRQRG CAPITAL MANAGEMENT, INC.	Increased	5,191(+8.6%)	$354,441	0.0%	—	26
Bank Julius Baer & Co. Ltd, Zurich	Decreased	5,033(-44.4%)	$343,657	0.0%	—	0
Savant Capital, LLC	New	4,237	$289,303	0.0%	—	32
CLIFFORD SWAN INVESTMENT COUNSEL LLC	Unchanged	4,003	$273,325	0.0%	—	0
Fisher Asset Management, LLC	Decreased	3,402(-24.7%)	$232,288	0.0%	—	0
Russell Investments Group, Ltd.	Increased	2,391(+24.5%)	$163,286	0.0%	—	27
MATHER GROUP, LLC.	New	1,065	$72,718	0.0%	—	29
CBCULLEN/FROST BANKERS, INC.	Increased	885(+35.7%)	$60,433	0.0%	—	27
WHITTIER TRUST CO	New	175	$12,164	0.0%	—	24
Allspring Global Investments Holdings, LLC	Unchanged	150	$10,310	0.0%	—	0
EXCHANGE TRADED CONCEPTS, LLC	Exited	0(-100.0%)	$1,389	0.0%	—	0

FIRST TRUST RISING DIVIDEND

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