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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
3,018
shares
|
$200,938
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
3,017
shares
|
$200,871
0.0% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,800
shares
|
$186,424
0.01% of portfolio
|
Q3 2022
Added 12.77%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,494
shares
|
$166,050
0.02% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,130
shares
|
$141,815
0.02% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
2,108
shares
|
$140,350
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
2,062
shares
|
$137,287
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$133,160
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,710
shares
|
$113,851
0.09% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,708
shares
|
$113,718
0.04% of portfolio
|
Q2 2025
Added 32.81%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,640
shares
|
$109,191
0.04% of portfolio
|
Q2 2025
Added 103.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,633
shares
|
$108,725
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$106,528
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,370
shares
|
$91,214
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,277
shares
|
$85,022
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,258
shares
|
$83,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,076
shares
|
$71,640
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,027
shares
|
$68,377
0.0% of portfolio
|
Q2 2025
Reduced 75.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,024
shares
|
$68,177
0.0% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,021
shares
|
$67,978
0.0% of portfolio
|
Q2 2025
Reduced 99.1%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$66,580
0.0% of portfolio
|
Q1 2025
Reduced 41.31%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
969
shares
|
$64,516
0.01% of portfolio
|
Q2 2023
Added 13.47%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
925
shares
|
$61,586
0.0% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
896
shares
|
$59,655
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
850
shares
|
$56,593
0.0% of portfolio
|
Q2 2025
Reduced 51.43%
|