Across its top 20 institutional holders, RDVY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 18/100).

Quarterly Activity

Recent Activity

+$13.4B

Total Buy Value

$2.4B

Total Sell Value

New buy57

Trim197

Add397

Sold out47

454

Net Buyers

244

Net Sellers

Smart Money Convergence

RDVY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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

CUSIP

33738R506

FAQ

Who are the top institutional investors holding FIRST TRUST RISING DIVIDEND (RDVY)?

Major stakeholders currently include LPL Financial LLC ($2.2B), Morgan Stanley ($1.4B), Raymond James Financial INC ($842.9M). Based on the latest 13F filings, there are a total of 750 tracked investment funds and institutions maintaining positions in RDVY.

What is the overall institutional sentiment toward RDVY recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $530.7M, driven by 454 managers accumulating shares while 244 reduced their exposure.

Which institutions have been selling or reducing their RDVY positions?

In the latest period, 197 funds trimmed their holdings, and 47 managers completely exited their positions. The aggregate reported sell value was $2.4B.

Are there any notable investors adding RDVY to their portfolios?

Yes, buying activity remains notable. 57 institutions opened new positions in {ticker}, and 397 existing holders added to their shares. The total reported buy value for the quarter amounted to $13.4B.