Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / RISNG DIVD ACHIV
-
Total 13F shares
-
11,115,578
-
Share change
-
+377,639
-
Total reported value
-
$773,221,034
-
Price per share
-
$69.47
-
Number of holders
-
162
-
Value change
-
+$26,938,140
-
Number of buys
-
105
-
Number of sells
-
50
Institutional Holders of FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) as of Q4 2025
As of 31 Dec 2025,
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV (RDVY) was held by
162 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,115,578 shares.
The largest 10 holders included
AFFINITY WEALTH MANAGEMENT LLC, RVW Wealth, LLC, Stratos Wealth Partners, LTD., First Heartland Consultants, Inc., PARK NATIONAL CORP /OH/, Crumly & Associates Inc., SILVER OAK SECURITIES, INCORPORATED, Next Level Private LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and tru Independence LLC.
This page lists
162
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.