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RDVY · First Trust Rising Dividend Achievers ETF ETF

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$82.04 -0.07 (-0.09%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 7
Total Value: $83,276,908
Total Shares: 1,027,349

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026
Top Holder
90.1%
Sep 2021 → Jun 2026 · range 11.2% – 100.0%
+42.5 pts
Top 5
99.5%
Sep 2021 → Jun 2026 · range 38.0% – 100.0%
−0.5 pts
Top 10
100.0%
Sep 2021 → Jun 2026 · range 53.1% – 100.0%
0.0 pts
HHI
8,165
Sep 2021 → Jun 2026 · range 436 – 10,000
Highly concentrated+4,379

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
1
Decreased
1
Sold Out
1
Unchanged
0
Holder count: +4
Institutional value: +4608.9%
Shares held: +3866.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
TUCKER ASSET MANAGEMENT LLC +211 4,769

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Kingsbury Capital Investment Advisors LLC −406 11,922

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 925,847 $75,049,157
CARLSON FINANCIAL, INC. 64,855 $5,257,146
Kinetic Wealth Investment Advisors LLC 14,950 $1,211,847
Parkside Financial Bank & Trust 2,505 $203,055
CITADEL ADVISORS LLC 2,501 $202,731

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Allie Family Office LLC 9,015 $615,544
Filter: New 5 Increased 1 Reduced 1 Sold out 1 Unchanged 0
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC RDVY $75,049,157 90.12% 925,847
CARLSON FINANCIAL, INC. RDVY $5,257,146 6.31% 64,855
Kinetic Wealth Investment Advisors LLC RDVY $1,211,847 1.46% 14,950
Kingsbury Capital Investment Advisors LLC RDVY $966,397 1.16% 11,922
TUCKER ASSET MANAGEMENT LLC RDVY $386,575 0.46% 4,769
Parkside Financial Bank & Trust RDVY $203,055 0.24% 2,505
CITADEL ADVISORS LLC RDVY $202,731 0.24% 2,501