RDVY

First Trust Rising Dividend

-$14.1B

Net Activity

Institutions Holding

68

Popularity Rank

#495

Avg Weight

1.17%

Total Value

$486.1M

Ownership Trend

68 institutions currently hold RDVY, with 34 net buyers and 24 net sellers this quarter.

Institutional Moves

Institutional Moves (Q2 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

24

Net Buying Institutions

34

Key Holders

Key Holders

Top 5 by Value

RW
RVW Wealth, LLC
$47.6M
RA
Rise Advisors, LLC
$39.8M
FH
First Heartland Consultants, Inc.
$39.6M
HP
Hobart Private Capital, LLC
$34.7M
PN
Park National CORP /oh/
$32.7M

Top 5 by Conviction

RA
Rise Advisors, LLC
11.19%
KC
Key Client Fiduciary Advisors, LLC
6.67%
HP
Hobart Private Capital, LLC
5.96%
C&
Crumly & Associates Inc.
5.01%
EF
Envision Financial LLC
4.41%
View all 68 holding institutions

Quarterly Activity

Recent Activity

+$359.7M

Total Buy Value

$131.6M

Total Sell Value

New buy4
Trim21
Add30
Sold out3

34

Net Buyers

24

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST RISING DIVIDEND (RDVY)?
Major stakeholders currently include RVW Wealth, LLC ($47.6M), Rise Advisors, LLC ($39.8M), First Heartland Consultants, Inc. ($39.6M). Based on the latest 13F filings, there are a total of 68 tracked investment funds and institutions maintaining positions in RDVY.
What is the overall institutional sentiment toward RDVY recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $14.1B, driven by 34 managers accumulating shares while 24 reduced their exposure.
Which institutions have been selling or reducing their RDVY positions?
In the latest period, 21 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $131.6M.
Are there any notable investors adding RDVY to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 30 existing holders added to their shares. The total reported buy value for the quarter amounted to $359.7M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

601

Total reported value

$20.1B

310 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

563

Total reported value

$25.2B

299 13F institutions increased their position this quarter

View detail
VUG

Vanguard Growth ETF

Institutions Holding

302

Total reported value

$4.3B

269 13F institutions increased their position this quarter

View detail