First Trust Rising Dividend Achievers ETF (RDVY)
ETF ยท Nasdaq
First Trust Rising Dividend Achievers ETF (RDVY) is an exchange-traded fund listed on Nasdaq, where it has traded since January 6, 2014.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- January 6, 2014
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 808 institutions reported holding RDVY, with 221.6 million shares worth $18.0 billion in aggregate. The largest reported holder was Lpl Financial, with 34.9 million shares worth $2.8 billion. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 34,938,293 | $2.8B | Added 8.06% |
| Morgan Stanley | 20,627,246 | $1.7B | Reduced 1.2% |
| Raymond James Financial | 12,803,482 | $1.0B | Added 3.72% |
| Wells Fargo & Company/MN | 12,683,451 | $1.0B | Added 12.19% |
| Ameriprise Financial | 9,393,389 | $761M | Added 0.56% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is RDVY?
First Trust Rising Dividend Achievers ETF (RDVY) is an exchange-traded fund listed on Nasdaq, where it has traded since January 6, 2014.
Who are the largest institutional holders of RDVY?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of RDVY were Lpl Financial, Morgan Stanley and Raymond James Financial.
How many institutions own RDVY?
808 institutions reported a position in RDVY for the quarter ended June 30, 2026, worth $18.0 billion in total.
Did institutions buy or sell RDVY last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for RDVY.
Every reported institutional holder, plus insider and congressional trades in RDVY, on SentiSense.