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 712 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 $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
59,039
shares
|
$3.87 Million
1.71% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
57,947
shares
|
$3.8 Million
1.13% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
57,506
shares
|
$3.77 Million
0.28% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
57,329
shares
|
$3.76 Million
2.37% of portfolio
|
Q2 2025
Added 24.9%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
57,296
shares
|
$3.76 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
57,085
shares
|
$3.74 Million
3.14% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
56,568
shares
|
$3.71 Million
0.73% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
56,561
shares
|
$3.71 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
56,445
shares
|
$3.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
56,378
shares
|
$3.7 Million
1.0% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
56,241
shares
|
$3.69 Million
0.09% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
55,405
shares
|
$3.63 Million
0.77% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
53,159
shares
|
$3.49 Million
0.26% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
52,996
shares
|
$3.47 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
52,548
shares
|
$3.45 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
52,283
shares
|
$3.43 Million
0.36% of portfolio
|
Q2 2025
Reduced 56.01%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
51,766
shares
|
$3.39 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,209
shares
|
$3.36 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,790
shares
|
$3.33 Million
0.68% of portfolio
|
Q1 2024
Added 211.4%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
50,629
shares
|
$3.32 Million
1.04% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
50,018
shares
|
$3.28 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
49,215
shares
|
$3.23 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.26%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
48,938
shares
|
$3.21 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
|
$3.19 Million
2.78% of portfolio
|
Q2 2025
Reduced 45.9%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,475
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Added 19.45%
|