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 719 institutions that hold shares in the stock, with a total of 190 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
57,329
shares
|
$3.82 Million
2.37% of portfolio
|
Q2 2025
Added 24.9%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
56,613
shares
|
$3.77 Million
0.48% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
56,568
shares
|
$3.77 Million
0.73% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
56,561
shares
|
$3.77 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
56,378
shares
|
$3.75 Million
1.0% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
56,241
shares
|
$3.74 Million
0.09% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
56,169
shares
|
$3.74 Million
0.03% of portfolio
|
Q3 2025
Added 47.15%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
56,006
shares
|
$3.73 Million
3.59% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
54,685
shares
|
$3.64 Million
1.06% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
54,007
shares
|
$3.6 Million
0.16% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
53,627
shares
|
$3.57 Million
1.7% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
53,159
shares
|
$3.54 Million
0.26% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
53,073
shares
|
$3.53 Million
0.37% of portfolio
|
Q3 2025
Added 218.78%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
52,996
shares
|
$3.53 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
52,207
shares
|
$3.48 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
51,679
shares
|
$3.44 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,209
shares
|
$3.41 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
51,124
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,790
shares
|
$3.38 Million
0.68% of portfolio
|
Q1 2024
Added 211.4%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
50,629
shares
|
$3.37 Million
1.04% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
49,965
shares
|
$3.33 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
49,215
shares
|
$3.28 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.26%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
48,938
shares
|
$3.26 Million
3.17% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
48,648
shares
|
$3.24 Million
2.78% of portfolio
|
Q2 2025
Reduced 45.9%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
48,563
shares
|
$3.23 Million
0.74% of portfolio
|
Q3 2025
Added 4.62%
|