Who Owns First Trust Rising Dividend Achievers ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust Rising Dividend Achievers ETF.
Who crossed 5% of RDVY →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| RVW Wealth, LLCRISNG DIVD ACHIV596.4K shadded | $46.7M |
| First Heartland Consultants, Inc.RISNG DIVD ACHIV510.5K shadded | $40M |
| PARK NATIONAL CORP /OH/Com402.3K shtrimmed | $31.5M |
| Crumly & Associates Inc.RISNG DIVD ACHIV346.3K shadded | $27.1M |
| AVAII WEALTH MANAGEMENT, LLCRISNG DIVD ACHIV251.5K shtrimmed | $19.9M |
| Farther Finance Advisors, LLCETF179.6K shadded | $14.1M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCRISNG DIVD ACHIV113.6K shtrimmed | $8.9M |
| Avidian Wealth Enterprises, LLCRISNG DIVD ACHIV106.8K shtrimmed | $8.4M |
| TITLEIST ASSET MANAGEMENT, LLCRISNG DIVD ACHIV92.4K shadded | $7.2M |
| RFG - Bristol Wealth Advisors, LLCRISNG DIVD ACHIV89.2K shadded | $7M |
| Ballew Advisors, IncRISNG DIVD ACHIV72.9K shadded | $5.8M |
| TrueWealth Advisors, LLCRISNG DIVD ACHIV56.1K shadded | $4.4M |
| Wisconsin Wealth Advisors, LLCRISNG DIVD ACHIV51.3K shtrimmed | $4M |
| RHODES INVESTMENT ADVISORS INC /ADVRISNG DIVD ACHIV32.3K shadded | $2.5M |
| Balefire, LLCRISNG DIVD ACHIV31.8K shtrimmed | $2.5M |
| WINEBRENNER CAPITAL MANAGEMENT LLCRISNG DIVD ACHIV28.3K shtrimmed | $2.2M |
| Prism Advisors, Inc.SH BEN INT20.5K shtrimmed | $1.6M |
| Valeo Financial Advisors, LLCETF18.8K shtrimmed | $1.5M |
| Kaydan Wealth Management, Inc.RISNG DIVD ACHIV17.1K shtrimmed | $1.3M |
| Whitaker-Myers Wealth Managers, LTD.RISNG DIVD ACHIV13.7K shtrimmed | $1.1M |
| M.E. ALLISON & CO., INC.RISNG DIVD ACHIV10.9K shadded | $851.9K |
| CoreCap Advisors, LLCETF9.6K shtrimmed | $749.2K |
| PUFF WEALTH MANAGEMENT, LLCRISNG DIVD ACHIV7.8K shtrimmed | $607.8K |
| Castle Rock Wealth Management, LLCRISNG DIVD ACHIV7.6K shadded | $606.2K |
| Castleview Partners, LLCRISNG DIVD ACHIV7K shtrimmed | $549.1K |
| GK Wealth Management LLCRISNG DIVD ACHIV5.7K shtrimmed | $442.7K |
| Whalen Wealth Management Inc.RISNG DIVD ACHIV5.2K sh— | $410.2K |
| SACKS & ASSOCIATES, LLCRISNG DIVD ACHIV4.9K shheld | $386.8K |
| GILPIN WEALTH MANAGEMENT, LLCRISNG DIVD ACHIV4.4K shadded | $344.9K |
| GAMMA Investing LLCETF4.4K shtrimmed | $343.1K |
| Adelphi Trust CoExchange Traded Fund4.3K shheld | $336.9K |
| BAKER TILLY WEALTH MANAGEMENT, LLCRISNG DIVD ACHIV3.4K sh— | $264.2K |
| Wealth Enhancement Trust Services, Inc.RISNG DIVD ACHIV1.6K sh— | $127.5K |
| Rosenberg Matthew HamiltonETF550 sh— | $43.1K |
| Trust CoETF308 shadded | $24.1K |
| TOMPKINS FINANCIAL CORPRISNG DIVD ACHIV240 shheld | $18.8K |
| FIRST COMMUNITY TRUST NARISNG DIVD ACHIV134 shheld | $10.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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