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 |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
10,073
shares
|
$670,660
0.15% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
10,008
shares
|
$666,332
0.01% of portfolio
|
Q2 2025
Added 34.3%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
9,854
shares
|
$656,079
0.47% of portfolio
|
Q3 2025
Reduced 17.6%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,817
shares
|
$653,615
0.0% of portfolio
|
Q3 2025
Added 73.54%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9,809
shares
|
$653,083
0.27% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
9,765
shares
|
$650,153
0.04% of portfolio
|
Q2 2025
Added 26.26%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
9,485
shares
|
$631,511
0.36% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
9,256
shares
|
$616,264
0.1% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,178
shares
|
$611,071
0.24% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
9,137
shares
|
$608,341
0.21% of portfolio
|
Q3 2025
Added 41.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
8,997
shares
|
$599,020
0.03% of portfolio
|
Q2 2025
Reduced 77.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,986
shares
|
$598,287
0.03% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
8,890
shares
|
$591,896
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
8,858
shares
|
$589,765
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
8,653
shares
|
$576,116
0.88% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,653
shares
|
$576,116
0.14% of portfolio
|
Q2 2022
Added 6.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,557
shares
|
$569,725
0.28% of portfolio
|
Q2 2025
Reduced 54.85%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,335
shares
|
$554,944
0.23% of portfolio
|
Q4 2024
Added 83.43%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
8,298
shares
|
$552,480
0.4% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
8,298
shares
|
$552,480
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,274
shares
|
$550,882
0.25% of portfolio
|
Q1 2023
Reduced 9.18%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,218
shares
|
$547,154
0.03% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,167
shares
|
$543,758
0.01% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
8,082
shares
|
$538,099
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
8,008
shares
|
$533,172
0.23% of portfolio
|
Q3 2025
Reduced 10.43%
|