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 |
|---|---|---|---|---|---|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
37,882
shares
|
$2.48 Million
1.14% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
37,095
shares
|
$2.43 Million
2.14% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
36,758
shares
|
$2.41 Million
0.23% of portfolio
|
Q2 2025
Added 38.94%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
36,565
shares
|
$2.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
36,309
shares
|
$2.38 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
35,937
shares
|
$2.36 Million
0.91% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
35,116
shares
|
$2.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 53.33%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
34,487
shares
|
$2.26 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
34,050
shares
|
$2.23 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
33,933
shares
|
$2.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
33,621
shares
|
$2.2 Million
0.71% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
33,586
shares
|
$2.2 Million
1.83% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
33,489
shares
|
$2.2 Million
0.73% of portfolio
|
Q2 2025
Added 89.49%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,708
shares
|
$2.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
32,580
shares
|
$2.14 Million
1.14% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
31,741
shares
|
$2.08 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
31,529
shares
|
$2.07 Million
1.56% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
31,120
shares
|
$2.04 Million
0.73% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
31,118
shares
|
$2.04 Million
0.41% of portfolio
|
Q2 2025
Added 51.07%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
31,087
shares
|
$2.04 Million
0.71% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
31,046
shares
|
$2.04 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
30,500
shares
|
$2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
30,456
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
30,167
shares
|
$1.98 Million
0.6% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
30,136
shares
|
$1.98 Million
0.97% of portfolio
|
Q2 2025
Added 2.03%
|