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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
20,308
shares
|
$1.33 Million
0.17% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
20,127
shares
|
$1.32 Million
0.36% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
20,050
shares
|
$1.31 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
19,971
shares
|
$1.31 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
19,923
shares
|
$1.31 Million
0.34% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
19,900
shares
|
$1.3 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
19,882
shares
|
$1.3 Million
1.0% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
19,820
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
19,793
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
19,696
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
19,090
shares
|
$1.25 Million
0.15% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
18,996
shares
|
$1.25 Million
1.66% of portfolio
|
Q2 2025
Reduced 57.11%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
18,923
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
18,833
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
18,818
shares
|
$1.23 Million
0.39% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,511
shares
|
$1.21 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
18,363
shares
|
$1.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
18,153
shares
|
$1.19 Million
0.44% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
18,129
shares
|
$1.19 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
18,053
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
17,967
shares
|
$1.18 Million
0.5% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
17,860
shares
|
$1.17 Million
0.85% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
17,721
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 22.65%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
17,613
shares
|
$1.15 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
17,473
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
New holding
|