First Trust Rising Dividend
$80.57-1.1%
+$839.2M
Net Activity
+3.81% total shares
Institutions Holding
817
Popularity Rank
#635
Avg Weight
0.84%
Total Value
$18.1B
817 institutions currently hold RDVY, with 481 net buyers and 266 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
266
Net Buying Institutions
481
Top 5 by Value
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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 20/100).
RDVY ranks #635 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
RDVY is a top-conviction position for Liberty Square Wealth Partners LLC — at 16.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in RDVY belongs to LPL Financial LLC, but the position matters far more to Liberty Square Wealth Partners LLC, who has 16.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
LPL Financial LLC has added to its RDVY position for two straight quarters, increasing it by $713.0M to reach $2.8B today.
Mariner, LLC has trimmed its RDVY position for two straight quarters, cutting it by $54.6M while still holding $18.4M.
RDVY is down 1.1% today, but institutions show net buying of $839.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$1.2B
Total Buy Value
$466.7M
Total Sell Value
481
Net Buyers
266
Net Sellers
RDVY
Q2 2026
Top 5 Institutional Movers
+$624.5M
+$256.2M
+$246.5M
+$195.0M
+$122.9M
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.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33738R506
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Access RDVY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/RDVYCLI
npx alphasmo stocks get RDVY