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 705 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
1,060,141
shares
|
$69.5 Million
1.3% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,017,109
shares
|
$66.7 Million
0.23% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
1,009,938
shares
|
$66.2 Million
3.32% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
964,704
shares
|
$63.3 Million
0.56% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
932,018
shares
|
$61.1 Million
0.68% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
906,359
shares
|
$59.4 Million
0.1% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
905,565
shares
|
$59.4 Million
0.04% of portfolio
|
Q2 2025
Added 31.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
898,120
shares
|
$58.9 Million
0.32% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
853,924
shares
|
$56 Million
0.39% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
848,500
shares
|
$55.6 Million
0.81% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
666,963
shares
|
$43.7 Million
2.14% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
658,282
shares
|
$43.2 Million
7.27% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
589,845
shares
|
$38.7 Million
1.03% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
578,049
shares
|
$37.9 Million
3.39% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
577,864
shares
|
$37.9 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
567,208
shares
|
$37.2 Million
19.12% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
545,836
shares
|
$35.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
545,512
shares
|
$35.8 Million
2.58% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
542,059
shares
|
$35.5 Million
0.3% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
541,777
shares
|
$35.5 Million
0.28% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
537,481
shares
|
$35.2 Million
0.89% of portfolio
|
Q2 2020
Added 6.1%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
536,395
shares
|
$35.2 Million
17.55% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
525,641
shares
|
$34.5 Million
4.76% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
512,877
shares
|
$33.6 Million
2.59% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
489,714
shares
|
$32.1 Million
0.05% of portfolio
|
Q1 2025
Added 8.6%
|