13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
RDVY

FIRST TRUST RISING DIVIDEND

862 institutions still hold FIRST TRUST RISING DIVIDEND as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738R506·Exchange Traded Fund·862 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12.1B
visible holders
Holders
862
filers reporting
Concentration
23.34%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

862 institutions reported RDVY in Q2 2026. LPL Financial LLC leads at 23.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$2.8B34.9M0.64%Q2 202602
MORGAN STANLEY
CIK 0000895421
$1.7B20.6M0.09%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1.0B12.8M0.28%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1.0B12.7M0.17%Q2 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$761M9.4M0.15%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$605M7.5M0.04%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$460M5.7M0.58%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$446M5.5M0.11%Q2 202609
UBS Group AG
CIK 0001610520
$438M5.4M0.06%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$437M5.4M0.07%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$376M4.6M0.44%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$353M4.4M0.32%Q2 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$283M3.5M0.15%Q2 202614
Private Advisor Group, LLC
CIK 0001567755
$259M3.2M1.19%Q2 202615
Kestra Advisory Services, LLC
CIK 0001830819
$224M2.8M0.72%Q2 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$221M3.2M0.57%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$217M2.7M0.18%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$203M2.6M0.08%Q2 202619
TRUIST FINANCIAL CORP
CIK 0000092230
$146M1.8M0.17%Q2 202620
MML INVESTORS SERVICES, LLC
CIK 0000701059
$136M1.7M0.28%Q2 2026
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