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 |
|---|---|---|---|---|---|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
48,203
shares
|
$3.16 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
47,305
shares
|
$3.1 Million
0.83% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
47,173
shares
|
$3.09 Million
0.04% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
47,143
shares
|
$3.09 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
46,420
shares
|
$3.04 Million
0.79% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
46,284
shares
|
$3.03 Million
1.33% of portfolio
|
Q2 2025
Added 79.29%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
45,484
shares
|
$2.98 Million
0.06% of portfolio
|
Q1 2024
Reduced 41.69%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
44,638
shares
|
$2.93 Million
0.1% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
44,200
shares
|
$2.9 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
43,317
shares
|
$2.84 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,170
shares
|
$2.83 Million
0.17% of portfolio
|
Q3 2023
Reduced 67.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
42,868
shares
|
$2.81 Million
1.43% of portfolio
|
Q2 2024
Reduced 68.62%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
41,965
shares
|
$2.75 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
41,935
shares
|
$2.75 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
40,597
shares
|
$2.66 Million
0.28% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
40,342
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.24%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
40,265
shares
|
$2.64 Million
0.08% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
39,330
shares
|
$2.58 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
38,768
shares
|
$2.54 Million
0.88% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
38,681
shares
|
$2.54 Million
0.1% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
38,379
shares
|
$2.52 Million
0.36% of portfolio
|
Q1 2024
Added 4.21%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
38,295
shares
|
$2.51 Million
1.74% of portfolio
|
Q2 2025
Reduced 33.05%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
38,172
shares
|
$2.5 Million
0.02% of portfolio
|
Q2 2025
Added 46.55%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
38,064
shares
|
$2.5 Million
0.67% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
37,887
shares
|
$2.48 Million
1.51% of portfolio
|
Q1 2025
New holding
|