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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12,276
shares
|
$804,937
0.05% of portfolio
|
Q2 2025
Added 52.82%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
12,276
shares
|
$804,937
0.01% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
12,054
shares
|
$790,380
0.08% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$787,233
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
11,959
shares
|
$784,151
0.55% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
11,958
shares
|
$784,086
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
11,898
shares
|
$780,151
0.12% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
11,756
shares
|
$770,840
0.05% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
11,720
shares
|
$768,480
0.05% of portfolio
|
Q2 2025
Added 37.77%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
11,631
shares
|
$762,644
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
|
$761,857
0.22% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
11,333
shares
|
$743,104
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,306
shares
|
$741,334
0.14% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
11,189
shares
|
$733,662
0.18% of portfolio
|
Q2 2025
Added 58.87%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
11,026
shares
|
$722,974
0.01% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,887
shares
|
$713,860
0.03% of portfolio
|
Q2 2025
Reduced 46.91%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
10,798
shares
|
$708,024
0.4% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,604
shares
|
$695,304
0.03% of portfolio
|
Q2 2025
Added 123.34%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
10,525
shares
|
$690,124
0.06% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,363
shares
|
$679,501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
10,346
shares
|
$678,387
0.55% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
10,284
shares
|
$674,321
0.37% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
10,102
shares
|
$662,388
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
10,073
shares
|
$660,486
0.15% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
10,008
shares
|
$656,224
0.01% of portfolio
|
Q2 2025
Added 34.3%
|