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Public ownership evidence

First Trust Rising Dividend Achievers ETF (RDVY) Ownership Disclosures

Read RDVY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2930,794$1,802,683None
Corient Private Wealth LP2026-06-302026-08-28925,847$75,049,183None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-284,769$386,590None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-284,558$311,220None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-2612,328$841,743None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-2611,922$966,357None
Serenity Investment Advisors2026-06-302026-08-2528,004$2,282,326None
CARLSON FINANCIAL, INC.2026-06-302026-08-2564,855$5,256,881None
CARLSON FINANCIAL, INC.2026-03-312026-08-2567,268$4,593,044None
CARLSON FINANCIAL, INC.2025-12-312026-08-2567,350$4,678,796None
Bernard Wealth Management Corp.2026-06-302026-08-2242$3,414None
Forefront Wealth Partners, LLC2026-06-302026-08-2112,905$1,046,140None
Rehmann Capital Advisory Group2026-06-302026-08-2135,052$3,091,144None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-214,003$324,483None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21412$33,397None
Kingsview Wealth Management, LLC2026-06-302026-08-20254,845$20,657,733None
Archer Investment Corp2026-06-302026-08-204,202$340,652None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2057,182$4,635,149None
Beacon Pointe Advisors, LLC2026-06-302026-08-1926,685$2,163,125None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19567$46,000None
Concorde Asset Management, LLC2026-06-302026-08-1934,831$2,823,401None
Caitlin John, LLC2026-06-302026-08-18192$15,564None
Corient Private Wealth LP2026-06-302026-08-18926,738$75,121,327None
Asset Allocation Strategies LLC2026-06-302026-08-1849,146$3,983,787None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1837,113$3,009,139None
Wiser Advisor Group LLC2026-06-302026-08-18925$74,951None
Equitable Holdings, Inc.2026-06-302026-08-181,259,445$102,090,561None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1839,688$3,217,000None
Sequent Planning LLC2026-06-302026-08-1529,395$2,382,764None
Wills Financial Group LLC2026-06-302026-08-1516,483$1,336,124None
AMERIFLEX GROUP, INC.2026-06-302026-08-1515,179$1,230,380None
Frederick Financial Consultants, LLC2026-06-302026-08-15121,227$9,826,634None
Blueprint Financial Advisors LLC2026-06-302026-08-1516,539$1,340,671None
Synergy Investment Management, LLC2026-06-302026-08-152,764$224,011None
Synergy Investment Management, LLC2026-06-302026-08-1516,830$1,364,210None
Perissos Private Wealth Management, LLC2026-06-302026-08-1539,003$3,161,607None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,295$186,033None
Modern Wealth Management, LLC2026-06-302026-08-1575,898$6,152,269None
Mutual Advisors, LLC2026-06-302026-08-1593,079$7,544,972None
Advyzon Investment Management, LLC2026-06-302026-08-152,030$164,552None
Advyzon Investment Management, LLC2026-06-302026-08-152,867$232,381None
Nemes Rush Group LLC2026-06-302026-08-151,100$89,166None
Strategies Wealth Advisors, LLC2026-06-302026-08-154,341$351,852None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1514,745$1,195,230None
Lifeworks Advisors, LLC2026-06-302026-08-152,805$227,373None
Perennial Investment Advisors, LLC2026-06-302026-08-15554,406$44,939,518None
Capital Asset Advisory Services LLC2026-06-302026-08-1553,387$4,327,519None
Ameritas Advisory Services, LLC2026-06-302026-08-15113,809$9,225,375None
NFSG Corp2026-06-302026-08-152,712$219,827None
Invst, LLC2026-06-302026-08-15127,118$10,304,209None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Kingsbury Capital Investment Advisors LLC ↗Kingsbury Capital Investment Advisors LLC ↗Serenity Investment Advisors ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.