Institutional Ownership First Trust Rising Dividend Ac (RDVY)
This table provides information about the institutional ownership of First Trust Rising Dividend Ac (RDVY). We have compiled data on the 705 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
25,895,165
shares
|
$1.7 Billion
0.57% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
16,722,470
shares
|
$1.1 Billion
0.07% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
11,002,535
shares
|
$721 Million
0.25% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,523,531
shares
|
$624 Million
0.13% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,027,474
shares
|
$461 Million
0.57% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,278,885
shares
|
$412 Million
0.03% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,116,510
shares
|
$401 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
5,755,413
shares
|
$377 Million
0.48% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,856,995
shares
|
$318 Million
0.05% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,328,699
shares
|
$284 Million
0.08% of portfolio
|
Q2 2025
Added 26.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,521,054
shares
|
$231 Million
0.04% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,798,150
shares
|
$183 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,795,239
shares
|
$183 Million
0.31% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,766,435
shares
|
$181 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,526,316
shares
|
$166 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,438,734
shares
|
$160 Million
0.11% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,381,386
shares
|
$156 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,337,390
shares
|
$153 Million
0.84% of portfolio
|
Q2 2025
Added 22.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,153,159
shares
|
$141 Million
0.14% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,416,412
shares
|
$92.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,409,027
shares
|
$92.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,403,926
shares
|
$92.1 Million
0.13% of portfolio
|
Q2 2025
Added 44.29%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,344,406
shares
|
$88.2 Million
0.22% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,269,467
shares
|
$83.2 Million
0.25% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,248,516
shares
|
$81.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.23%
|