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 |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
6,402
shares
|
$426,245
0.34% of portfolio
|
Q3 2025
Reduced 18.97%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,359
shares
|
$423,382
0.1% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
6,357
shares
|
$423,249
0.31% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
6,230
shares
|
$414,793
0.01% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
6,152
shares
|
$409,600
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
6,130
shares
|
$408,135
0.21% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
6,120
shares
|
$407,469
0.02% of portfolio
|
Q2 2024
Added 22.4%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6,107
shares
|
$406,604
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,104
shares
|
$406,404
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
6,093
shares
|
$405,671
0.11% of portfolio
|
Q2 2025
Reduced 39.11%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
6,090
shares
|
$405,472
0.29% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
6,021
shares
|
$400,878
0.14% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
5,920
shares
|
$394,153
0.02% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
5,870
shares
|
$390,824
0.15% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
5,855
shares
|
$389,825
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
5,848
shares
|
$389,359
0.07% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
5,777
shares
|
$384,632
0.23% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,676
shares
|
$377,908
0.01% of portfolio
|
Q2 2025
Added 28.07%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
5,600
shares
|
$372,848
0.81% of portfolio
|
Q3 2025
Reduced 92.07%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
5,549
shares
|
$369,452
0.09% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,507
shares
|
$366,656
0.37% of portfolio
|
Q4 2022
Added 2.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
5,479
shares
|
$364,791
0.02% of portfolio
|
Q1 2025
Reduced 98.29%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
5,456
shares
|
$363,260
0.29% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
5,440
shares
|
$362,195
0.02% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
5,420
shares
|
$360,863
0.04% of portfolio
|
Q2 2025
Added 34.69%
|