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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,475
shares
|
$3.23 Million
0.01% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
48,353
shares
|
$3.22 Million
1.27% of portfolio
|
Q3 2025
Added 185.4%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
48,203
shares
|
$3.21 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
47,778
shares
|
$3.18 Million
1.0% of portfolio
|
Q3 2025
Added 42.67%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
47,452
shares
|
$3.16 Million
0.63% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
47,305
shares
|
$3.15 Million
0.83% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
47,143
shares
|
$3.14 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
45,484
shares
|
$3.03 Million
0.06% of portfolio
|
Q1 2024
Reduced 41.69%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
45,269
shares
|
$3.01 Million
1.22% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
44,204
shares
|
$2.94 Million
1.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
43,498
shares
|
$2.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
43,317
shares
|
$2.88 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,170
shares
|
$2.87 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
|
$2.85 Million
1.43% of portfolio
|
Q2 2024
Reduced 68.62%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
42,499
shares
|
$2.83 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
41,965
shares
|
$2.79 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
40,597
shares
|
$2.7 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
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.24%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
40,211
shares
|
$2.68 Million
2.12% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
39,538
shares
|
$2.63 Million
0.44% of portfolio
|
Q3 2025
Added 56.04%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
39,460
shares
|
$2.63 Million
0.91% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
39,369
shares
|
$2.62 Million
0.25% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
38,681
shares
|
$2.58 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
|
$2.56 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
|
$2.55 Million
1.74% of portfolio
|
Q2 2025
Reduced 33.05%
|