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 |
|---|---|---|---|---|---|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
17,250
shares
|
$1.13 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
17,220
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
17,197
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
17,023
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
16,942
shares
|
$1.11 Million
0.44% of portfolio
|
Q2 2025
Added 27.85%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
16,763
shares
|
$1.1 Million
0.87% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
16,701
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
16,651
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
16,649
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
16,459
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
16,450
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
16,387
shares
|
$1.07 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
16,147
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 58.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
15,687
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
15,662
shares
|
$1.03 Million
1.18% of portfolio
|
Q3 2023
Added 2.92%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
15,606
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
15,499
shares
|
$1.02 Million
0.21% of portfolio
|
Q2 2025
Reduced 89.23%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
15,453
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
15,108
shares
|
$990,631
0.25% of portfolio
|
Q2 2025
Added 88.26%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,072
shares
|
$988,271
0.07% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
14,854
shares
|
$973,976
0.46% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
14,806
shares
|
$970,829
0.71% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
14,783
shares
|
$969,321
0.45% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
14,778
shares
|
$968,993
0.57% of portfolio
|
Q1 2025
Added 66.06%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
14,628
shares
|
$959,157
0.03% of portfolio
|
Q2 2025
Added 1.02%
|