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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
7,722
shares
|
$506,331
0.03% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
7,655
shares
|
$501,938
0.28% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,640
shares
|
$500,954
0.06% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,600
shares
|
$498,331
0.17% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
7,518
shares
|
$492,955
0.02% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
7,495
shares
|
$491,447
0.12% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
7,481
shares
|
$490,529
0.01% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
7,321
shares
|
$480,037
0.01% of portfolio
|
Q2 2025
Reduced 25.43%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
7,192
shares
|
$471,579
0.22% of portfolio
|
Q2 2025
Added 27.68%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
7,064
shares
|
$463,186
0.0% of portfolio
|
Q2 2025
Reduced 28.09%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,046
shares
|
$462,006
0.06% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,996
shares
|
$458,727
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
6,989
shares
|
$458,268
0.06% of portfolio
|
Q2 2025
Added 51.41%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,917
shares
|
$453,547
0.06% of portfolio
|
Q3 2022
Reduced 28.55%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
6,701
shares
|
$439,384
0.18% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,696
shares
|
$439,056
0.08% of portfolio
|
Q2 2025
Added 42.68%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,584
shares
|
$431,712
0.06% of portfolio
|
Q4 2022
Reduced 7.71%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,584
shares
|
$431,712
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
6,564
shares
|
$430,401
0.1% of portfolio
|
Q2 2025
Reduced 42.81%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,539
shares
|
$428,762
0.08% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
6,519
shares
|
$427,450
0.2% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,448
shares
|
$422,795
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
6,446
shares
|
$422,664
0.16% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,430
shares
|
$421,615
0.27% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
6,357
shares
|
$416,828
0.31% of portfolio
|
Q2 2025
Reduced 28.48%
|