First Trust Rising Dividend
$79.340%
+$840.2M
Net Activity
+3.85% total shares
Institutions Holding
822
Popularity Rank
#635
Avg Weight
0.83%
Total Value
$18.1B
822 institutions currently hold RDVY, with 487 net buyers and 271 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
271
Net Buying Institutions
487
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 37696 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.
Wealth Enhancement Advisory Services, LLC has added to its RDVY position for two straight quarters, increasing it by $22.9M to reach $48.5M today.
Hobart Private Capital, LLC has trimmed its RDVY position for two straight quarters, cutting it by $5.4M while still holding $29.9M.
RDVY is down 0% today, but institutions show net buying of $840.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$1.2B
Total Buy Value
$478.9M
Total Sell Value
487
Net Buyers
271
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 2026-09-30 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
6,284
Total reported value
$2.2T
3256 13F institutions increased their position this quarter
Institutions Holding
6,031
Total reported value
$3.6T
3055 13F institutions increased their position this quarter
Institutions Holding
6,194
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,141
Total reported value
$279.7B
Held by 4141 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,139
Total reported value
$649.6B
Held by 4139 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,138
Total reported value
$713.3B
Held by 4138 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