Who owns First Trust Rising Dividend Achievers ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RDVY from SEC Form 13F filings across 819 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 819 institutions disclosed 223.0M shares of First Trust Rising Dividend Achievers ETF worth $18.06B — about 73.8% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
819
13F holders
$18.06B
value, 2026 filers
73.8%
of shares outstanding (223.0M sh)
116
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RDVY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 34.9M | $2.83B | 0.6% | 11.6% | +8.1% |
| 2 | MORGAN STANLEY | 20.6M | $1.67B | 0.1% | 6.8% | -1.2% |
| 3 | RAYMOND JAMES FINANCIAL INC | 12.8M | $1.04B | 0.3% | 4.2% | +3.7% |
| 4 | WELLS FARGO & COMPANY/MN | 12.7M | $1.03B | 0.2% | 4.2% | +12.2% |
| 5 | AMERIPRISE FINANCIAL INC | 9.4M | $761.4M | 0.2% | 3.1% | +0.6% |
| 6 | BANK OF AMERICA CORP /DE/ | 7.5M | $604.6M | 0.0% | 2.5% | +0.2% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 5.7M | $459.5M | 0.6% | 1.9% | +1.0% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 5.5M | $446.1M | 0.1% | 1.8% | +1.6% |
| 9 | UBS Group AG | 5.4M | $437.6M | 0.1% | 1.8% | -2.4% |
| 10 | ROYAL BANK OF CANADA | 5.4M | $437.1M | 0.1% | 1.8% | +7.2% |
| 11 | OSAIC HOLDINGS, INC. | 4.6M | $375.7M | 0.4% | 1.5% | +5.0% |
| 12 | Cetera Investment Advisers | 4.4M | $352.7M | 0.3% | 1.4% | +7.6% |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.5M | $283.1M | 0.2% | 1.2% | +12.2% |
| 14 | Cambridge Investment Research Advisors, Inc. | 3.5M | $280.0M | 0.6% | 1.1% | +6.9% |
| 15 | Private Advisor Group, LLC | 3.2M | $259.3M | 1.2% | 1.1% | +22.9% |
| 16 | Kestra Advisory Services, LLC | 2.8M | $223.9M | 0.7% | 0.9% | -4.3% |
| 17 | STIFEL FINANCIAL CORP | 2.7M | $216.8M | 0.2% | 0.9% | +4.8% |
| 18 | JONES FINANCIAL COMPANIES LLLP | 2.6M | $203.2M | 0.1% | 0.8% | +21.7% |
| 19 | TRUIST FINANCIAL CORP | 1.8M | $145.7M | 0.2% | 0.6% | +1.9% |
| 20 | MML INVESTORS SERVICES, LLC | 1.7M | $136.0M | 0.3% | 0.6% | +23.6% |
| 21 | Janney Montgomery Scott LLC | 1.6M | $131.6M | 0.3% | 0.5% | +4.8% |
| 22 | NewEdge Advisors, LLC | 1.5M | $120.1M | 0.4% | 0.5% | +28.0% |
| 23 | BLAIR WILLIAM & CO/IL | 1.4M | $116.0M | 0.3% | 0.5% | +62.5% |
| 24 | PNC Financial Services Group, Inc. | 1.4M | $114.0M | 0.1% | 0.5% | +0.7% |
| 25 | HighTower Advisors, LLC | 1.3M | $108.8M | 0.1% | 0.4% | -11.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.