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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
24,116
shares
|
$1.61 Million
0.43% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
23,934
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 104.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
23,712
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,579
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
23,414
shares
|
$1.56 Million
0.17% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
22,805
shares
|
$1.52 Million
0.31% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
22,662
shares
|
$1.51 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
22,631
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
22,512
shares
|
$1.5 Million
0.64% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
22,020
shares
|
$1.47 Million
0.14% of portfolio
|
Q2 2025
Reduced 88.71%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
22,001
shares
|
$1.46 Million
0.25% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
21,932
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
21,777
shares
|
$1.45 Million
0.25% of portfolio
|
Q2 2025
Added 28.06%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
21,715
shares
|
$1.45 Million
1.13% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21,715
shares
|
$1.45 Million
1.13% of portfolio
|
Q2 2025
Added 33.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
21,562
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
21,431
shares
|
$1.43 Million
0.38% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
21,427
shares
|
$1.43 Million
0.98% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
21,130
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.81%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
21,062
shares
|
$1.4 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
21,051
shares
|
$1.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
20,991
shares
|
$1.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
20,712
shares
|
$1.38 Million
0.24% of portfolio
|
Q2 2025
Reduced 34.68%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
20,408
shares
|
$1.36 Million
0.95% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
20,359
shares
|
$1.36 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.76%
|