RDVY Institutional Ownership
First Trust Rising Dividend Achievers ETF
1W: -0.2%
1M: -2.5%
3M: -1.6%
YTD: +12.9%
1Y: +18.2%
3Y: +79.3%
5Y: +76.0%
$79.21
+0.02 (+0.03%)
Weekly Expected Move ±1.6%
$77
$78
$79
$80
$82
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — RDVY
849
Institutional Holders
+36 vs prior quarter
0.0%
Ownership
+0.00pp
18B
Total Invested
95
New Positions
393
Increased
264
Reduced
34
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (891 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 34,938,293 | 2.8B | +2,606,159 | +8.1% | 47Q | SEC ↗ |
| 2 | MORGAN STANLEY | 20,627,246 | 1.6B | -251,198 | -1.2% | 47Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 12,803,482 | 1.0B | +459,192 | +3.7% | 7Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 12,683,451 | 1.0B | +1,377,619 | +12.2% | 43Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 9,393,389 | 744M | +52,192 | +0.6% | 16Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 7,458,152 | 591M | +13,837 | +0.2% | 15Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 5,668,806 | 449M | +57,008 | +1.0% | 35Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 5,503,234 | 436M | +86,684 | +1.6% | 31Q | SEC ↗ |
| 9 | UBS Group AG | 5,398,773 | 428M | -130,457 | -2.4% | 39Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 5,392,002 | 427M | +361,424 | +7.2% | 46Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 4,633,995 | 367M | +221,277 | +5.0% | 26Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 4,350,617 | 345M | +306,472 | +7.6% | 28Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,492,637 | 277M | +379,961 | +12.2% | 38Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 3,454,180 | 274M | +223,984 | +6.9% | 37Q | SEC ↗ |
| 15 | Private Advisor Group, LLC | 3,198,885 | 253M | +595,692 | +22.9% | 37Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 2,761,957 | 219M | -123,134 | -4.3% | 24Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP | 2,674,445 | 212M | +121,379 | +4.8% | 39Q | SEC ↗ |
| 18 | JONES FINANCIAL COMPANIES LLLP | 2,562,816 | 203M | +457,136 | +21.7% | 11Q | SEC ↗ |
| 19 | TRUIST FINANCIAL CORP | 1,796,860 | 142M | +32,960 | +1.9% | 27Q | SEC ↗ |
| 20 | MML INVESTORS SERVICES, LLC | 1,678,164 | 133M | +320,413 | +23.6% | 37Q | SEC ↗ |
| 21 | Janney Montgomery Scott LLC | 1,623,440 | 129M | +74,623 | +4.8% | 40Q | SEC ↗ |
| 22 | NewEdge Advisors, LLC | 1,481,721 | 117M | +43,747 | +3.0% | 21Q | SEC ↗ |
| 23 | BLAIR WILLIAM & CO/IL | 1,431,021 | 113M | +550,198 | +62.5% | 26Q | SEC ↗ |
| 24 | PNC Financial Services Group, Inc. | 1,406,881 | 111M | +10,169 | +0.7% | 15Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 1,342,401 | 106M | -181,850 | -11.9% | 26Q | SEC ↗ |
| 26 | Equitable Holdings, Inc. | 1,259,445 | 100M | +10,067 | +0.8% | 27Q | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 1,135,839 | 90M | +8,940 | +0.8% | 29Q | SEC ↗ |
| 28 | Prospera Financial Services Inc | 1,105,561 | 88M | -65,501 | -5.6% | 23Q | SEC ↗ |
| 29 | Csenge Advisory Group | 1,066,840 | 85M | +18,746 | +1.8% | 25Q | SEC ↗ |
| 30 | D.A. DAVIDSON & CO. | 977,097 | 77M | +24,516 | +2.6% | 34Q | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 967,545 | 77M | -76 | -0.0% | 27Q | SEC ↗ |
| 32 | KESTRA PRIVATE WEALTH SERVICES, LLC | 961,997 | 76M | +26,381 | +2.8% | 23Q | SEC ↗ |
| 33 | CWM, LLC | 939,509 | 74M | -31,320 | -3.2% | 18Q | SEC ↗ |
| 34 | Corient Private Wealth LP | 925,847 | 73M | -108,162 | -10.5% | 5Q | SEC ↗ |
| 35 | HARBOUR INVESTMENTS, INC. | 912,649 | 72M | +25,422 | +2.9% | 17Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 870,819 | 69M | +97,654 | +12.6% | 36Q | SEC ↗ |
| 37 | LIBERTY SQUARE WEALTH PARTNERS LLC | 860,676 | 68M | +55,352 | +6.9% | 7Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC | 712,921 | 56M | -142,532 | -16.7% | 23Q | SEC ↗ |
| 39 | Arax Advisory Partners | 709,083 | 56M | +228,481 | +47.5% | 3Q | SEC ↗ |
| 40 | Steward Partners Investment Advisory, | 698,928 | 55M | +129,730 | +22.8% | 36Q | SEC ↗ |
| 41 | Aptus Capital Advisors, LLC | 669,631 | 53M | +15,414 | +2.4% | 21Q | SEC ↗ |
| 42 | GUARDIAN WEALTH ADVISORS, LLC / NC | 665,509 | 53M | +20,114 | +3.1% | 19Q | SEC ↗ |
| 43 | AFFINITY WEALTH MANAGEMENT LLC | 663,879 | 53M | +433 | +0.1% | 12Q | SEC ↗ |
| 44 | Paradiem, LLC NEW | 610,726 | 48M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Stratos Wealth Partners, LTD. | 588,137 | 47M | +6,058 | +1.0% | 37Q | SEC ↗ |
| 46 | RVW Wealth, LLC | 586,906 | 46M | +16,196 | +2.8% | 30Q | SEC ↗ |
| 47 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 577,642 | 46M | +206,941 | +55.8% | 12Q | SEC ↗ |
| 48 | Koshinski Asset Management, Inc. | 573,639 | 45M | +9,145 | +1.6% | 27Q | SEC ↗ |
| 49 | Ascension Capital Advisors, Inc. | 565,306 | 45M | -20,059 | -3.4% | 22Q | SEC ↗ |
| 50 | Perennial Investment Advisors, LLC | 554,406 | 44M | +35,391 | +6.8% | 21Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Paradiem, LLC | 610,726 | 48M |
| IFG Advisory, LLC | 246,860 | 20M |
| PRUDENTIAL PLC | 227,200 | 18M |
| Bluespring Wealth Management, LLC | 214,373 | 17M |
| Stonebridge Financial Group, LLC/CA | 194,317 | 15M |
| Global Retirement Partners, LLC | 152,469 | 12M |
| Coppell Advisory Solutions LLC | 99,995 | 8M |
| Trivium Point Advisory, LLC | 81,339 | 6M |
| LeClair Wealth Partners LLC | 80,093 | 6M |
| NI ACQUISITIONS COMPANY, LLC | 77,617 | 6M |
| Performance Wealth Partners, LLC | 77,411 | 6M |
| Xcelsior Advisor Partners LLC | 69,301 | 5M |
| Global Assets Advisory, LLC | 52,469 | 4M |
| Synergy Asset Management, LLC | 37,752 | 3M |
| My Portfolio Guide, LLC | 36,285 | 3M |
| Copper Harbor Investment Advisors, | 30,834 | 2M |
| HUB Investment Partners, LLC | 26,940 | 2M |
| GTS SECURITIES LLC | 24,894 | 2M |
| XTX Topco Ltd | 23,437 | 2M |
| FIDUCIARY FINANCIAL ADVISORS | 20,857 | 2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 523,384 | 41M |
| RENAISSANCE TECHNOLOGIES LLC | 72,200 | 6M |
| Fifth Third Securities, Inc. | 42,800 | 3M |
| Capital Advisory Group Advisory Ser | 30,198 | 2M |
| TrueWealth Financial Partners | 24,326 | 2M |
| NOMURA ASSET MANAGEMENT CO LTD | 23,175 | 2M |
| Pacific Excel Wealth Advisors, Inc. | 21,045 | 2M |
| JANE STREET GROUP, LLC | 19,956 | 2M |
| TFB Advisors LLC | 19,073 | 2M |
| Baer Investment Advisory LLC | 17,720 | 1M |
| FLOW TRADERS U.S. LLC | 17,711 | 1M |
| BREAKTHRU ADVISORY SERVICES, LLC | 12,174 | 964K |
| Second Half Financial Partners, LLC | 10,787 | 854K |
| LAKE STREET PRIVATE WEALTH, LLC | 9,268 | 734K |
| HRT FINANCIAL LP | 5,913 | 468K |
| Ascentis Independent Advisors | 5,501 | 436K |
| Bank Julius Baer & Co. Ltd, Zurich | 5,033 | 399K |
| CPC Advisors, LLC | 4,918 | 390K |
| FIRST NATIONAL BANK OF OMAHA | 4,400 | 349K |
| TIAA TRUST, NATIONAL ASSOCIATION | 4,267 | 338K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +2,606,159 | +8.1% | 34,938,293 |
| WELLS FARGO & COMPANY/MN | +1,377,619 | +12.2% | 12,683,451 |
| Private Advisor Group, LLC | +595,692 | +22.9% | 3,198,885 |
| BLAIR WILLIAM & CO/IL | +550,198 | +62.5% | 1,431,021 |
| RAYMOND JAMES FINANCIAL INC | +459,192 | +3.7% | 12,803,482 |
| JONES FINANCIAL COMPANIES LLLP | +457,136 | +21.7% | 2,562,816 |
| Advance Capital Management, Inc. | +405,020 | +552.1% | 478,374 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +379,961 | +12.2% | 3,492,637 |
| ROYAL BANK OF CANADA | +361,424 | +7.2% | 5,392,002 |
| MML INVESTORS SERVICES, LLC | +320,413 | +23.6% | 1,678,164 |
| Cetera Investment Advisers | +306,472 | +7.6% | 4,350,617 |
| Arax Advisory Partners | +228,481 | +47.5% | 709,083 |
| Cambridge Investment Research Advis | +223,984 | +6.9% | 3,454,180 |
| OSAIC HOLDINGS, INC. | +221,277 | +5.0% | 4,633,995 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +206,941 | +55.8% | 577,642 |
| Commonwealth Financial Services, LL | +148,862 | +85.0% | 324,066 |
| Steward Partners Investment Advisor | +129,730 | +22.8% | 698,928 |
| Redhawk Wealth Advisors, Inc. | +125,867 | +89.7% | 266,232 |
| STIFEL FINANCIAL CORP | +121,379 | +4.8% | 2,674,445 |
| JPMORGAN CHASE & CO | +97,654 | +12.6% | 870,819 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -841,800 | -99.7% | 2,600 |
| Mariner, LLC | -812,532 | -78.2% | 226,751 |
| Spectrum Wealth Advisory Group, LLC | -317,645 | -59.7% | 214,395 |
| MORGAN STANLEY | -251,198 | -1.2% | 20,627,246 |
| Vestmark Advisory Solutions, Inc. | -236,444 | -31.8% | 506,198 |
| ELEVATION POINT WEALTH PARTNERS, LL | -218,468 | -30.2% | 504,374 |
| HighTower Advisors, LLC | -181,850 | -11.9% | 1,342,401 |
| Integrated Wealth Concepts LLC | -142,532 | -16.7% | 712,921 |
| Arkadios Wealth Advisors | -140,809 | -35.2% | 259,141 |
| KMG FIDUCIARY PARTNERS, LLC | -140,112 | -87.6% | 19,846 |
| UBS Group AG | -130,457 | -2.4% | 5,398,773 |
| Kestra Advisory Services, LLC | -123,134 | -4.3% | 2,761,957 |
| Gateway Wealth Partners, LLC | -115,481 | -46.4% | 133,659 |
| Corient Private Wealth LP | -108,162 | -10.5% | 925,847 |
| Hobart Private Capital, LLC | -88,006 | -17.0% | 428,601 |
| Qube Research & Technologies Ltd | -87,933 | -44.4% | 110,258 |
| Scarborough Advisors, LLC | -76,559 | -33.7% | 150,748 |
| Golden State Wealth Management, LLC | -71,293 | -38.0% | 116,217 |
| Prospera Financial Services Inc | -65,501 | -5.6% | 1,105,561 |
| Tidemark, LLC | -56,115 | -17.7% | 260,567 |