RDVY FIRST TRUST RISING DIVIDEND AC
common
CUSIP: 33738R506
FIGI: BBG005SW6WR1
Institutional Holders736
Total Institutional Value$13,738,473,913
Total Shares Held202,575,367
Avg Position$18,666,405
Top 5 Holders %41.6%
Alpha-Weighted Score62.8
New Positions+69
Exited Positions-28
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | High Conviction | Market Mover | $2,119,120,739 (15.4%) | 30,504,116 | 14.2% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $1,400,024,995 (10.2%) | 20,152,942 | 8.3% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $784,018,319 (5.7%) | 11,285,710 | 5.6% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $783,358,637 (5.7%) | 11,276,215 | 14.2% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $628,124,117 (4.6%) | 9,042,649 | 19.9% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $501,938,465 (3.7%) | 7,225,255 | -46.6% |
| UBS Group AG | Moderate Conviction | Market Mover | $416,438,262 (3.0%) | 5,994,505 | 7.9% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $385,936,564 (2.8%) | 5,555,442 | 103,874.7% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $357,571,170 (2.6%) | 5,147,131 | 8.4% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $328,089,000 (2.4%) | 4,722,755 | -55.3% |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $271,837,304 (2.0%) | 3,912,205 | -38.7% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $260,132,170 (1.9%) | 3,744,525 | 10.5% |
| KESTRA ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $191,482,994 (1.4%) | 2,756,341 | 7.8% |
| PRIVATE ADVISOR GROUP, LLC | High Conviction | Significant Flow | $181,383,887 (1.3%) | 2,610,967 | 10.5% |
| STIFEL FINANCIAL CORP | High Conviction | Market Mover | $172,047,726 (1.3%) | 2,476,533 | 6.7% |
| TRUIST FINANCIAL CORP | High Conviction | Significant Flow | $112,970,485 (0.8%) | 1,626,177 | 5.4% |
| JONES FINANCIAL COS LP | Elite Conviction | Market Mover | $109,019,552 (0.8%) | 1,569,304 | 40.5% |
| MML INVESTORS SERVICES, LLC | High Conviction | Significant Flow | $103,988,135 (0.8%) | 1,496,878 | 10.2% |
| BELLEVUE ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $102,270,404 (0.7%) | 147,860 | 942.4% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $100,956,954 (0.7%) | 1,453,245 | 6.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | High Conviction | Market Mover | $97,315,863 (0.7%) | 1,400,833 | 10.5% |
| Equitable Holdings, Inc. | High Conviction | Moderate Flow | $94,402,088 (0.7%) | 1,358,890 | 11.4% |
| NEWEDGE ADVISORS, LLC | High Conviction | Significant Flow | $91,195,295 (0.7%) | 1,312,729 | 16.9% |
| CORIENT PRIVATE WEALTH LLC | High Conviction | Market Mover | $81,763,981 (0.6%) | 1,176,963 | 9,542.3% |
| PROSPERA FINANCIAL SERVICES | High Conviction | Moderate Flow | $77,411,942 (0.6%) | 1,113,908 | 5.5% |
| MARINER, LLC | High Conviction | Market Mover | $72,960,607 (0.5%) | 1,050,247 | 4.1% |
| BAIRD FINANCIAL GROUP, INC. | High Conviction | Significant Flow | $71,192,995 (0.5%) | 1,024,802 | -3.5% |
| CSENGE ADVISORY GROUP | High Conviction | Low Flow | $69,841,895 (0.5%) | 1,005,353 | 7.2% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | High Conviction | Market Mover | $66,249,045 (0.5%) | 951,531 | 134.0% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | High Conviction | Moderate Flow | $61,212,020 (0.4%) | 881,129 | 5.7% |
| DAVIDSON D A & CO | High Conviction | Moderate Flow | $61,203,676 (0.4%) | 881,008 | 4.5% |
| BLAIR WILLIAM & CO/IL | High Conviction | Significant Flow | $52,332,362 (0.4%) | 753,309 | 34.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Moderate Conviction | Significant Flow | $51,618,390 (0.4%) | 724,390 | -72.7% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | High Conviction | Minimal Flow | $51,131,289 (0.4%) | 736,020 | 34.7% |
| SRS CAPITAL ADVISORS, INC. | Moderate Conviction | Moderate Flow | $47,643,278 (0.3%) | 685,811 | NEW |
| COMPU VAL INVESTMENTS INC | High Conviction | Minimal Flow | $46,183,769 (0.3%) | 664,802 | 3.6% |
| APTUS CAPITAL ADVISORS, LLC | High Conviction | Moderate Flow | $45,006,695 (0.3%) | 647,858 | 9.5% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | High Conviction | Low Flow | $44,702,852 (0.3%) | 643,484 | 10.0% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $43,685,182 (0.3%) | 628,835 | -81.0% |
| ASCENSION CAPITAL ADVISORS, INC. | Elite Conviction | Minimal Flow | $40,394,860 (0.3%) | 581,472 | 12.6% |
| HARBOUR INVESTMENTS, INC. | High Conviction | Moderate Flow | $40,214,855 (0.3%) | 578,881 | -10.3% |
| RVW WEALTH, LLC | High Conviction | Low Flow | $40,090,149 (0.3%) | 577,086 | 2.3% |
| KOSHINSKI ASSET MANAGEMENT, INC. | High Conviction | Low Flow | $39,468,980 (0.3%) | 568,144 | 6.5% |
| FINANCIAL PARTNERS GROUP, INC | High Conviction | Low Flow | $38,925,264 (0.3%) | 538,609 | 10.5% |
| BNP PARIBAS FINANCIAL MARKETS | Moderate Conviction | Market Mover | $38,552,307 (0.3%) | 554,949 | 665.2% |
| HORIZON ADVISORY SERVICES, INC. | High Conviction | Minimal Flow | $38,283,156 (0.3%) | 551,075 | - |
| STRATOS WEALTH PARTNERS, LTD. | High Conviction | Moderate Flow | $37,501,421 (0.3%) | 539,821 | 8.7% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | High Conviction | Significant Flow | $37,229,176 (0.3%) | 535,903 | - |
| SPECTRUM WEALTH ADVISORY GROUP, LLC | High Conviction | Minimal Flow | $37,169,812 (0.3%) | 535,049 | 84.7% |
| HOBART PRIVATE CAPITAL, LLC | High Conviction | Minimal Flow | $35,029,472 (0.3%) | 504,239 | 6.4% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | High Conviction | Low Flow | $32,271,493 (0.2%) | 464,538 | 4.2% |
| INTEGRATED WEALTH CONCEPTS LLC | Moderate Conviction | Moderate Flow | $31,758,362 (0.2%) | 457,152 | -45.5% |
| PERENNIAL INVESTMENT ADVISORS, LLC | High Conviction | Low Flow | $30,957,885 (0.2%) | 445,635 | 10.4% |
| VestGen Advisors, LLC | Moderate Conviction | Moderate Flow | $30,812,815 (0.2%) | 443,541 | 23.1% |
| RISE ADVISORS, LLC | Elite Conviction | Minimal Flow | $30,620,036 (0.2%) | 440,766 | 6,080.7% |
| BENJAMIN EDWARDS INC | High Conviction | Moderate Flow | $29,171,470 (0.2%) | 419,817 | 7.7% |
| CITIGROUP INC | Moderate Conviction | Market Mover | $26,903,982 (0.2%) | 387,275 | 9.7% |
| FIRST HEARTLAND CONSULTANTS, INC. | High Conviction | Low Flow | $26,740,520 (0.2%) | 384,922 | 4.0% |
| US BANCORP \DE\ | High Conviction | Significant Flow | $25,439,802 (0.2%) | 366,138 | 6.3% |
| PARK NATIONAL CORP /OH/ | High Conviction | Low Flow | $25,110,905 (0.2%) | 361,464 | 6.9% |
| ODONNELL FINANCIAL SERVICES, LLC | High Conviction | Minimal Flow | $24,805,931 (0.2%) | 357,074 | 5.8% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | High Conviction | Moderate Flow | $24,678,106 (0.2%) | 355,234 | 15.0% |
| CRUMLY & ASSOCIATES INC. | High Conviction | Minimal Flow | $23,534,336 (0.2%) | 338,770 | -4.2% |
| WESTERN WEALTH MANAGEMENT, LLC | High Conviction | Low Flow | $23,526,296 (0.2%) | 338,654 | 7.6% |
| WILEY BROS.-AINTREE CAPITAL, LLC | High Conviction | Significant Flow | $23,269,980 (0.2%) | 334,860 | 48.5% |
| WILLIAM E. HOPKINS & ASSOCIATES, INC. | High Conviction | Low Flow | $23,200,403 (0.2%) | 330,678 | 33.4% |
| Intellus Advisors LLC | High Conviction | Minimal Flow | $22,896,339 (0.2%) | 329,586 | 3.5% |
| NEXT LEVEL PRIVATE LLC | High Conviction | Minimal Flow | $22,830,349 (0.2%) | 328,636 | 8.6% |
| CONCURRENT INVESTMENT ADVISORS, LLC | High Conviction | Significant Flow | $22,809,295 (0.2%) | 328,333 | 24.6% |
| SANCHEZ WEALTH MANAGEMENT GROUP | High Conviction | Minimal Flow | $22,324,922 (0.2%) | 321,361 | 62.8% |
| VALMARK ADVISERS, INC. | High Conviction | Moderate Flow | $21,679,156 (0.2%) | 312,065 | 2.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $21,253,762 (0.2%) | 293,601 | 10.9% |
| BLEAKLEY FINANCIAL GROUP, LLC | High Conviction | Moderate Flow | $20,734,155 (0.2%) | 298,462 | NEW |
| ABLE FINANCIAL GROUP, LLC | High Conviction | Minimal Flow | $20,276,055 (0.1%) | 291,868 | 2.6% |
| KEY CLIENT FIDUCIARY ADVISORS, LLC | High Conviction | Minimal Flow | $19,637,013 (0.1%) | 282,669 | - |
| AXXCESS WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $18,953,044 (0.1%) | 272,823 | 286.9% |
| GENEOS WEALTH MANAGEMENT INC. | High Conviction | Moderate Flow | $18,914,890 (0.1%) | 272,274 | 3.4% |
| INTEGRITY WEALTH ADVISORS, INC. | High Conviction | Minimal Flow | $18,654,782 (0.1%) | 268,530 | -47.0% |
| Uniting Wealth Partners, LLC | High Conviction | Minimal Flow | $18,437,902 (0.1%) | 265,408 | 25.2% |
| IHT WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $18,072,525 (0.1%) | 260,075 | 4.6% |
| SIGMA PLANNING CORP | High Conviction | Moderate Flow | $17,452,087 (0.1%) | 251,078 | 9.9% |
| TIDEMARK, LLC | High Conviction | Low Flow | $17,424,349 (0.1%) | 250,819 | 1,447.9% |
| TRU INDEPENDENCE LLC | High Conviction | Minimal Flow | $17,176,007 (0.1%) | 247,244 | 9.3% |
| PRUDENTIAL PLC | High Conviction | Moderate Flow | $17,068,779 (0.1%) | 245,700 | -47.9% |
| HOWARD FINANCIAL SERVICES, LTD. | High Conviction | Minimal Flow | $16,909,691 (0.1%) | 243,410 | 9.8% |
| DAYMARK WEALTH PARTNERS, LLC | High Conviction | Moderate Flow | $16,390,418 (0.1%) | 235,935 | 17.0% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | High Conviction | Moderate Flow | $16,389,204 (0.1%) | 235,918 | 87.4% |
| TRACTION FINANCIAL PARTNERS, LLC | High Conviction | Minimal Flow | $16,380,652 (0.1%) | 235,795 | 8.8% |
| INVST, LLC | High Conviction | Low Flow | $16,364,275 (0.1%) | 239,283 | 126.5% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | High Conviction | Moderate Flow | $16,118,150 (0.1%) | 232,016 | 6.2% |
| ARKADIOS WEALTH ADVISORS | High Conviction | Significant Flow | $15,339,972 (0.1%) | 220,814 | 4.9% |
| PER STIRLING CAPITAL MANAGEMENT, LLC. | High Conviction | Low Flow | $15,309,297 (0.1%) | 220,373 | 6.4% |
| MERIT FINANCIAL GROUP, LLC | High Conviction | Significant Flow | $14,605,923 (0.1%) | 210,248 | 112.4% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | High Conviction | Low Flow | $14,232,139 (0.1%) | 204,867 | 31.2% |
| PINNACLE ASSOCIATES LTD | High Conviction | Moderate Flow | $14,210,869 (0.1%) | 204,561 | 5.6% |
| GENWORTH FINANCIAL WEALTH MANAGEMENT, INC | High Conviction | Significant Flow | $14,115,470 (0.1%) | 203,188 | 6.0% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | High Conviction | Low Flow | $13,746,739 (0.1%) | 197,880 | 5.7% |
| IFG ADVISORY, LLC | High Conviction | Low Flow | $13,659,584 (0.1%) | 196,626 | -4.3% |
| ORG PARTNERS LLC | High Conviction | Moderate Flow | $13,628,998 (0.1%) | 196,185 | - |
| SMITH, MOORE & CO. | High Conviction | Low Flow | $13,565,143 (0.1%) | 195,266 | 13.1% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 727 | $13.76B | 202,840,173 | $67.82 |
| Q3 25 | 663 | $12.98B | 206,384,238 | $62.87 |
| Q2 25 | 641 | $10.15B | 174,652,740 | $58.14 |
| Q1 25 | 639 | $9.01B | 167,383,059 | $53.82 |
| Q4 24 | 653 | $10.85B | 196,855,130 | $55.11 |
| Q3 24 | 572 | $9.78B | 182,644,075 | $53.55 |
| Q2 24 | 538 | $8.80B | 170,989,512 | $51.49 |
| Q1 24 | 532 | $8.75B | 169,790,187 | $51.51 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.