RDVY
ETF

First Trust Rising Dividend Achievers ETF

RISNG DIVD ACHIV As of Jun 30, 2026 CUSIP 33738R506
Institutional Holders
837
Total Held Value
$17.81B
Total Exact Shares
220.63M
Largest Holder
LPL Financial
34.94M shares • $2.83B
Reported Holders837
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 LPL Financial $2.83B 0.6% +8.1% 34.94M Jun 30, 2026
2 Morgan Stanley $1.67B 0.1% -1.2% 20.63M Jun 30, 2026
3 Raymond James Financial $1.04B 0.3% +3.7% 12.80M Jun 30, 2026
4 Wells Fargo $1.03B 0.2% +12.2% 12.68M Jun 30, 2026
5 Ameriprise Financial $761.4M 0.2% +0.6% 9.39M Jun 30, 2026
6 Bank of America $604.6M <0.1% +0.2% 7.46M Jun 30, 2026
7 Commonwealth Equity Services $459.5M 0.6% +1.0% 5.67M Jun 30, 2026
8 Envestnet Asset Management $446.1M 0.1% +1.6% 5.50M Jun 30, 2026
9 UBS Group $437.6M 0.1% -2.4% 5.40M Jun 30, 2026
10 Royal Bank of Canada $437.1M 0.1% +7.2% 5.39M Jun 30, 2026
11 Osaic Holdings $375.7M 0.4% +5.0% 4.63M Jun 30, 2026
12 Cetera Investment Advisers $352.7M 0.3% +7.6% 4.35M Jun 30, 2026
13 Northwestern Mutual Wealth Management $283.1M 0.2% +12.2% 3.49M Jun 30, 2026
14 Private Advisor Group $259.3M 1.2% +22.9% 3.20M Jun 30, 2026
15 Kestra Advisory Services $223.9M 0.7% -4.3% 2.76M Jun 30, 2026
16 Stifel Financial $216.8M 0.2% +4.8% 2.67M Jun 30, 2026
17 Jones Financial Companies $203.2M 0.1% +21.7% 2.56M Jun 30, 2026
18 Truist Financial $145.7M 0.2% +1.9% 1.80M Jun 30, 2026
19 MML Investors Services $136.0M 0.3% +23.6% 1.68M Jun 30, 2026
20 Janney Montgomery Scott $131.6M 0.3% +4.8% 1.62M Jun 30, 2026
Exited in Latest Filing39
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.