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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
3,665
shares
|
$240,314
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,665
shares
|
$240,314
0.02% of portfolio
|
Q4 2022
Reduced 10.15%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
3,655
shares
|
$239,658
0.19% of portfolio
|
Q2 2025
Reduced 27.68%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
3,648
shares
|
$239,199
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
3,575
shares
|
$234,412
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,556
shares
|
$233,166
0.01% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
3,550
shares
|
$232,773
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,545
shares
|
$232,445
0.0% of portfolio
|
Q2 2025
Added 277.13%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
3,513
shares
|
$230,347
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
3,505
shares
|
$229,822
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,460
shares
|
$226,872
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,333
shares
|
$218,544
0.15% of portfolio
|
Q4 2024
Reduced 29.83%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,250
shares
|
$213,102
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
3,220
shares
|
$211,135
0.08% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,215
shares
|
$210,807
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
3,199
shares
|
$209,758
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,092
shares
|
$202,742
0.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,019
shares
|
$197,955
0.03% of portfolio
|
Q2 2025
Added 303.61%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
3,018
shares
|
$197,890
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
3,017
shares
|
$197,824
0.0% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,926
shares
|
$191,857
0.06% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,800
shares
|
$183,595
0.01% of portfolio
|
Q3 2022
Added 12.77%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
2,734
shares
|
$179,268
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,494
shares
|
$163,531
0.02% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,130
shares
|
$139,664
0.02% of portfolio
|
Q4 2024
Added 0.66%
|