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 710 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
69,579
shares
|
$4.56 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
69,542
shares
|
$4.56 Million
2.91% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
69,000
shares
|
$4.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
68,655
shares
|
$4.5 Million
4.07% of portfolio
|
Q3 2022
Reduced 7.85%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
67,907
shares
|
$4.45 Million
1.06% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
67,612
shares
|
$4.43 Million
0.62% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
67,311
shares
|
$4.41 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
65,851
shares
|
$4.32 Million
0.07% of portfolio
|
Q2 2025
Added 42.82%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
65,483
shares
|
$4.29 Million
0.34% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
65,222
shares
|
$4.28 Million
1.61% of portfolio
|
Q2 2025
Reduced 69.19%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
64,200
shares
|
$4.21 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
63,974
shares
|
$4.19 Million
1.9% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
63,896
shares
|
$4.19 Million
0.32% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
63,543
shares
|
$4.17 Million
0.67% of portfolio
|
Q1 2024
Added 38.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
62,720
shares
|
$4.11 Million
0.11% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
62,457
shares
|
$4.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
62,340
shares
|
$4.09 Million
3.03% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
61,777
shares
|
$4.05 Million
2.8% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
61,659
shares
|
$4.04 Million
1.33% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
61,488
shares
|
$4.03 Million
0.52% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
61,401
shares
|
$4.03 Million
0.88% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
60,375
shares
|
$3.96 Million
0.09% of portfolio
|
Q2 2025
Added 54.61%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
59,611
shares
|
$3.91 Million
0.27% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
59,608
shares
|
$3.91 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
59,562
shares
|
$3.91 Million
1.44% of portfolio
|
Q2 2025
Added 0.27%
|