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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
23,934
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 104.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
23,712
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,579
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
23,499
shares
|
$1.54 Million
0.43% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
23,414
shares
|
$1.54 Million
0.17% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
23,255
shares
|
$1.52 Million
0.38% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
22,844
shares
|
$1.5 Million
0.53% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
22,805
shares
|
$1.5 Million
0.31% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
22,631
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
22,208
shares
|
$1.46 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
21,994
shares
|
$1.44 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
21,990
shares
|
$1.44 Million
1.0% of portfolio
|
Q2 2025
Reduced 67.98%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
21,932
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
21,777
shares
|
$1.43 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
|
$1.42 Million
1.13% of portfolio
|
Q2 2025
Added 23.32%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21,715
shares
|
$1.42 Million
1.13% of portfolio
|
Q2 2025
Added 33.11%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
21,606
shares
|
$1.42 Million
0.62% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
21,562
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
21,431
shares
|
$1.41 Million
0.38% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
21,130
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.81%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
21,051
shares
|
$1.38 Million
0.13% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
20,991
shares
|
$1.38 Million
0.97% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
20,712
shares
|
$1.36 Million
0.24% of portfolio
|
Q2 2025
Reduced 34.68%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
20,408
shares
|
$1.34 Million
0.95% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
20,359
shares
|
$1.33 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.76%
|