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 |
|---|---|---|---|---|---|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
29,575
shares
|
$1.94 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
29,575
shares
|
$1.94 Million
0.38% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
28,591
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
28,377
shares
|
$1.86 Million
0.46% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
28,296
shares
|
$1.86 Million
0.78% of portfolio
|
Q2 2025
Added 36.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,113
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Added 150.99%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
28,037
shares
|
$1.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
27,903
shares
|
$1.83 Million
0.26% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
27,837
shares
|
$1.83 Million
0.28% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
27,801
shares
|
$1.82 Million
0.44% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27,765
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
27,731
shares
|
$1.82 Million
1.15% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
27,483
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
26,755
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
26,333
shares
|
$1.73 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
26,213
shares
|
$1.72 Million
0.12% of portfolio
|
Q2 2025
Added 100.24%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
25,828
shares
|
$1.69 Million
0.41% of portfolio
|
Q1 2025
Added 35.74%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
25,338
shares
|
$1.66 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
25,282
shares
|
$1.66 Million
0.14% of portfolio
|
Q2 2025
Reduced 34.68%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
25,102
shares
|
$1.65 Million
0.15% of portfolio
|
Q2 2025
Added 561.8%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
25,083
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
24,574
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
24,557
shares
|
$1.61 Million
0.08% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
24,468
shares
|
$1.6 Million
1.66% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
24,116
shares
|
$1.58 Million
0.43% of portfolio
|
Q2 2025
Added 5.04%
|