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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
8,002
shares
|
$532,773
0.03% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
7,804
shares
|
$519,590
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,640
shares
|
$508,671
0.06% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,600
shares
|
$506,008
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
|
$500,548
0.02% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
7,511
shares
|
$500,082
0.12% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
7,495
shares
|
$499,017
0.12% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
7,482
shares
|
$498,151
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
7,366
shares
|
$490,428
0.2% of portfolio
|
Q3 2025
Added 30.16%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
7,334
shares
|
$488,297
0.17% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
7,321
shares
|
$487,432
0.01% of portfolio
|
Q2 2025
Reduced 25.43%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
7,192
shares
|
$478,843
0.22% of portfolio
|
Q2 2025
Added 27.68%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
7,064
shares
|
$470,321
0.0% of portfolio
|
Q2 2025
Reduced 28.09%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
7,046
shares
|
$469,122
0.05% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,996
shares
|
$465,793
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
6,989
shares
|
$465,327
0.06% of portfolio
|
Q2 2025
Added 51.41%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,917
shares
|
$460,533
0.06% of portfolio
|
Q3 2022
Reduced 28.55%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
6,701
shares
|
$446,152
0.18% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,696
shares
|
$445,819
0.08% of portfolio
|
Q2 2025
Added 42.68%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,584
shares
|
$438,362
0.06% of portfolio
|
Q4 2022
Reduced 7.71%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,584
shares
|
$438,362
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,579
shares
|
$438,029
0.1% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,539
shares
|
$435,366
0.07% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
6,519
shares
|
$434,035
0.2% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,430
shares
|
$428,109
0.27% of portfolio
|
Q3 2024
Added 2.26%
|