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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,621
shares
|
$958,698
0.44% of portfolio
|
Q1 2024
Reduced 5.96%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
14,604
shares
|
$957,584
0.34% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
14,566
shares
|
$955,092
0.56% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
14,377
shares
|
$942,699
0.55% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
14,353
shares
|
$941,126
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
14,265
shares
|
$935,356
0.07% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
14,190
shares
|
$930,438
0.37% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
14,173
shares
|
$929,323
0.01% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,110
shares
|
$925,192
0.0% of portfolio
|
Q2 2025
Added 41.62%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
14,076
shares
|
$922,963
0.32% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,039
shares
|
$920,537
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
13,868
shares
|
$909,324
0.02% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
13,857
shares
|
$908,603
0.21% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
13,686
shares
|
$897,391
0.16% of portfolio
|
Q2 2025
Added 48.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,531
shares
|
$887,227
0.08% of portfolio
|
Q2 2025
Reduced 48.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,383
shares
|
$877,523
0.0% of portfolio
|
Q2 2025
Reduced 30.73%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13,200
shares
|
$865,523
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
13,133
shares
|
$861,130
0.32% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
12,977
shares
|
$850,901
0.29% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
12,866
shares
|
$843,623
0.34% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
12,762
shares
|
$836,804
0.1% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
12,674
shares
|
$831,034
0.03% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
12,485
shares
|
$818,641
0.05% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
12,421
shares
|
$814,444
0.11% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
12,389
shares
|
$812,346
0.05% of portfolio
|
Q2 2025
Reduced 4.03%
|