证券记录 · 已归档季度
RDVY
First Trust Rising Dividend Achievers ETF · Financial Services · Asset Management
61被追踪持有人
+1Δ持有人
141.59M持有股份
$9.84B报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +1.7% ·
股份流向 -1.3% ·
净新建仓位 +1.6%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 843.06K | $66.70M | n/a | n/a |
| Q2 2026 | 60 | -4 | 151.86M | $12.30B | +3 | −7 |
| Q1 2026 | 65 | +3 | 147.53M | $10.07B | +4 | −1 |
| Q4 2025 | 61 | +1 | 141.59M | $9.84B | +1 | n/a |
| Q3 2025 | 9 | +2 | 22.79M | $1.53B | +2 | n/a |
| Q2 2025 | 5 | -1 | 153.54K | $9.63M | +1 | −2 |
| Q1 2025 | 4 | +1 | 102.71K | $6.01M | +2 | −1 |
| Q4 2024 | 3 | -1 | 84.85K | $5.02M | n/a | −1 |
| Q3 2024 | 4 | +1 | 68.91K | $4.08M | +1 | n/a |
| Q2 2024 | 3 | n/a | 67.48K | $3.69M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 30.50M | n/a | $2.12B | 0.6% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 20.15M | +4.9% | $1.40B | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 11.29M | n/a | $784.02M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 11.28M | n/a | $783.36M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 9.04M | n/a | $628.12M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 6 | Bank Of America Corp /De/ | 7.23M | n/a | $501.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | UBS Group AG | 5.99M | n/a | $416.44M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 5.56M | n/a | $385.94M | 0.5% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 5.15M | n/a | $357.57M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 4.72M | n/a | $328.09M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 11 | Osaic Holdings, Inc. | 3.91M | n/a | $271.84M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 12 | Cetera Investment Advisers | 3.74M | n/a | $260.13M | 0.3% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 2.72M | n/a | $188.79M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 2.48M | n/a | $172.05M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 15 | Corient Private Wealth LP | 2.35M | n/a | $163.53M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 16 | Truist Financial Corp | 1.63M | n/a | $112.97M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 1.57M | n/a | $109.02M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 1.50M | n/a | $103.99M | 0.3% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 1.45M | n/a | $100.96M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.40M | n/a | $97.32M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 1.05M | n/a | $72.96M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 22 | Baird Financial Group, Inc. | 1.02M | n/a | $71.19M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 23 | Cwm, Llc | 970.83K | n/a | $67.44M | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 952.00K | n/a | $66.14M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 25 | Blair William & Co/Il | 753.31K | n/a | $52.33M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 628.84K | -81.6% | $43.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 27 | Bnp Paribas Financial Markets | 554.95K | n/a | $38.55M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Citigroup Inc | 387.27K | n/a | $26.90M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 366.14K | n/a | $25.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 293.60K | n/a | $21.25M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 203.19K | n/a | $14.12M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 150.24K | n/a | $10.44M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 69.97K | n/a | $4.86M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Creative Planning | 57.03K | n/a | $3.96M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 47.70K | -20.9% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Focus Partners Wealth | 45.55K | n/a | $3.16M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 43.33K | +7.2% | $3.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Quantinno Capital Management LP | 43.15K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 36.16K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 34.88K | +175.6% | $2.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 32.36K | -5.3% | $2.25M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 42 | First Trust Advisors Lp | 31.91K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Brown Advisory Inc | 28.76K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 21.79K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Nomura Asset Management Co Ltd | 19.84K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cibc World Market Inc. | 16.15K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 15.00K | n/a | $1.04M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Cerity Partners LLC | 10.18K | n/a | $707,344 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Julius Baer & Co. Ltd, Zurich | 9.04K | n/a | $628,353 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 7.25K | 新增 | $504,023 | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Captrust Financial Advisors | 6.13K | n/a | $425,673 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 4.63K | -41.7% | $321,716 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 53 | Fisher Asset Management ✦ | 4.52K | -30.6% | $314,067 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Lido Advisors, LLC | 3.80K | n/a | $256,724 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fifth Third Bancorp | 2.12K | n/a | $147,276 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 1.92K | n/a | $133,452 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 1.27K | n/a | $88,366 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | BlackRock ✦ (被动) | 482 | -17.2% | $33,450 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 59 | Allspring Global Investments… | 150 | n/a | $10,755 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 106 | n/a | $7,364 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Simplex Trading, Llc | 59 | n/a | $4,098 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $504,023 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 750 持有人, 213.72M 股份, $14.16B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
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