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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
12,557
shares
|
$836,045
0.03% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
12,485
shares
|
$831,251
0.05% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
12,421
shares
|
$826,990
0.11% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
12,389
shares
|
$824,859
0.05% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
12,276
shares
|
$817,336
0.01% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12,276
shares
|
$817,336
0.05% of portfolio
|
Q2 2025
Added 52.82%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
12,054
shares
|
$802,555
0.08% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$799,359
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
11,898
shares
|
$792,168
0.12% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
11,756
shares
|
$782,714
0.05% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
11,720
shares
|
$780,317
0.05% of portfolio
|
Q2 2025
Added 37.77%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
11,631
shares
|
$774,391
0.29% of portfolio
|
Q2 2025
Reduced 53.62%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
11,619
shares
|
$773,593
0.22% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
11,550
shares
|
$768,999
0.51% of portfolio
|
Q3 2025
Reduced 94.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,306
shares
|
$752,753
0.14% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,217
shares
|
$746,827
0.18% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
11,026
shares
|
$734,111
0.01% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
10,856
shares
|
$722,792
0.03% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,604
shares
|
$706,014
0.03% of portfolio
|
Q2 2025
Added 123.34%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
10,525
shares
|
$700,754
0.06% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,363
shares
|
$689,968
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
10,346
shares
|
$688,836
0.55% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
10,284
shares
|
$684,708
0.37% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
10,159
shares
|
$676,386
0.06% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
10,102
shares
|
$672,591
0.01% of portfolio
|
Q2 2025
New holding
|