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 |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
4,438
shares
|
$290,999
0.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,410
shares
|
$289,163
0.02% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
4,359
shares
|
$285,819
0.08% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
4,353
shares
|
$285,426
0.2% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,323
shares
|
$283,459
0.19% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,301
shares
|
$282,016
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
4,235
shares
|
$277,688
0.16% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
4,212
shares
|
$276,180
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
4,183
shares
|
$274,279
0.08% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
4,130
shares
|
$270,804
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
4,125
shares
|
$270,476
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
4,107
shares
|
$269,295
0.14% of portfolio
|
Q2 2025
Reduced 87.04%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,051
shares
|
$265,624
0.03% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
4,037
shares
|
$264,706
0.04% of portfolio
|
Q2 2024
Added 72.74%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,990
shares
|
$261,624
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
3,966
shares
|
$260,050
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,926
shares
|
$257,427
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
3,903
shares
|
$255,919
0.19% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,900
shares
|
$255,722
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
3,888
shares
|
$254,936
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
3,849
shares
|
$252,378
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,737
shares
|
$245,035
0.05% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
3,700
shares
|
$242,608
0.04% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
3,700
shares
|
$242,608
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
3,668
shares
|
$240,510
0.1% of portfolio
|
Q2 2025
Reduced 8.09%
|