Who Owns RDVY?
First Trust Rising Dividend Achievers ETF — Institutional Ownership & 13F Holdings
$75.02
+0.07 (+0.10%)
Market Cap
$20.9B
Shares Outstanding
266,480,097
Institutional Holders
622
Total Inst. Value
$7.1B
% of Float Held
—
QoQ Holder Change
+314
Institutional data as of Q1 2025
New Positions
181
Closed Positions
53
Increased
256
Decreased
130
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $978.9M | 16,722,470 |
| 2 | RAYMOND JAMES FINANCIAL INC | $644.1M | 11,002,535 |
| 3 | WELLS FARGO & COMPANY/MN | $557.5M | 9,523,531 |
| 4 | BANK OF AMERICA CORP /DE/ | $367.6M | 6,278,885 |
| 5 | AMERIPRISE FINANCIAL INC | $357.1M | 6,116,510 |
| 6 | UBS Group AG | $284.3M | 4,856,995 |
| 7 | ROYAL BANK OF CANADA | $206.1M | 3,521,054 |
| 8 | OSAIC HOLDINGS, INC. | $177.7M | 3,034,631 |
| 9 | Cetera Investment Advisers | $157.9M | 2,697,319 |
| 10 | Cambridge Investment Research Advisors, Inc. | $142.0M | 2,425,054 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +480K | $978.9M |
| RAYMOND JAMES FINANCIAL INC | +971K | $644.1M |
| WELLS FARGO & COMPANY/MN | +515K | $557.5M |
| BANK OF AMERICA CORP /DE/ | +706K | $367.6M |
| UBS Group AG | +277K | $284.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LEIGH BALDWIN & CO., LLC | -2.2M | $2.7M |
| Jaffetilchin Investment Partners, LLC | -247K | $2.9M |
| First Heartland Consultants, Inc. | -97K | $16.8M |
| BNP PARIBAS FINANCIAL MARKETS | -97K | $1.2M |
| Arax Advisory Partners | -87K | $36.4M |
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Frequently Asked Questions
How many institutional investors hold RDVY?
As of Q1 2025, 622 institutional investors report holding RDVY (First Trust Rising Dividend Achievers ETF) in their 13F filings.
Which hedge fund owns the most RDVY?
The largest institutional holder of RDVY is MORGAN STANLEY with $978.9M in shares.
Are institutions buying or selling RDVY?
This quarter, 181 institutions opened new positions in RDVY and 53 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.