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 |
|---|---|---|---|---|---|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
6,152
shares
|
$403,386
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
6,145
shares
|
$402,927
0.03% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,130
shares
|
$401,944
0.21% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
6,120
shares
|
$401,288
0.02% of portfolio
|
Q2 2024
Added 22.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,104
shares
|
$400,239
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
6,093
shares
|
$399,518
0.11% of portfolio
|
Q2 2025
Reduced 39.11%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
6,090
shares
|
$399,321
0.29% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,049
shares
|
$396,632
0.1% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,952
shares
|
$390,272
0.01% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
5,855
shares
|
$383,912
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
5,848
shares
|
$383,453
0.07% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
5,785
shares
|
$379,322
0.15% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
5,783
shares
|
$379,191
0.15% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
5,777
shares
|
$378,797
0.24% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,676
shares
|
$372,175
0.01% of portfolio
|
Q2 2025
Added 28.07%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
5,659
shares
|
$371,060
0.15% of portfolio
|
Q2 2025
Added 977.9%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,657
shares
|
$370,929
0.0% of portfolio
|
Q2 2025
Added 38.11%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
5,549
shares
|
$363,847
0.09% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,507
shares
|
$361,093
0.37% of portfolio
|
Q4 2022
Added 2.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
5,479
shares
|
$359,258
0.02% of portfolio
|
Q1 2025
Reduced 98.29%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
5,463
shares
|
$358,208
0.06% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
5,456
shares
|
$357,749
0.29% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
5,440
shares
|
$356,700
0.02% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
5,420
shares
|
$355,389
0.04% of portfolio
|
Q2 2025
Added 34.69%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
5,400
shares
|
$354,077
0.21% of portfolio
|
Q2 2025
Added 193.64%
|