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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
9,832
shares
|
$644,684
0.06% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9,809
shares
|
$643,176
0.27% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
9,542
shares
|
$625,668
0.37% of portfolio
|
Q2 2025
Added 27.01%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
9,485
shares
|
$621,931
0.36% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
9,256
shares
|
$606,915
0.1% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,178
shares
|
$601,801
0.24% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,986
shares
|
$589,212
0.03% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
8,971
shares
|
$588,228
0.1% of portfolio
|
Q1 2025
Reduced 45.08%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,940
shares
|
$586,195
0.27% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
8,890
shares
|
$582,917
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
8,885
shares
|
$582,589
0.41% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
8,858
shares
|
$580,819
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,653
shares
|
$567,377
0.14% of portfolio
|
Q2 2022
Added 6.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
8,557
shares
|
$561,082
0.28% of portfolio
|
Q2 2025
Reduced 54.85%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,335
shares
|
$546,525
0.23% of portfolio
|
Q4 2024
Added 83.43%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
8,298
shares
|
$544,099
0.4% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
8,298
shares
|
$544,099
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,274
shares
|
$542,526
0.25% of portfolio
|
Q1 2023
Reduced 9.18%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,218
shares
|
$538,854
0.03% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,167
shares
|
$535,510
0.01% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
8,082
shares
|
$529,936
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
7,901
shares
|
$518,068
0.44% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
7,843
shares
|
$514,265
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
7,804
shares
|
$511,708
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
7,734
shares
|
$507,118
0.03% of portfolio
|
Q1 2025
Added 160.32%
|