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 |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,364
shares
|
$351,717
0.28% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,345
shares
|
$350,471
0.04% of portfolio
|
Q2 2025
Reduced 42.77%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
5,301
shares
|
$347,586
0.16% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
5,256
shares
|
$344,635
1.57% of portfolio
|
Q2 2025
Reduced 96.11%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,236
shares
|
$343,324
0.24% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
5,174
shares
|
$339,259
0.04% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
5,149
shares
|
$337,619
0.02% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,096
shares
|
$334,144
0.16% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,022
shares
|
$329,292
0.08% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
4,994
shares
|
$327,456
0.07% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,988
shares
|
$327,063
0.19% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,903
shares
|
$321,489
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,845
shares
|
$317,686
0.09% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
4,811
shares
|
$315,457
0.17% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,789
shares
|
$314,014
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
4,770
shares
|
$312,768
0.26% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,709
shares
|
$308,769
0.14% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
4,688
shares
|
$307,392
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
4,683
shares
|
$307,064
0.05% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
4,671
shares
|
$306,277
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,659
shares
|
$305,490
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,647
shares
|
$304,703
0.0% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,600
shares
|
$301,621
0.0% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,500
shares
|
$295,064
0.0% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
4,495
shares
|
$294,737
0.08% of portfolio
|
Q4 2024
New holding
|