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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
2,108
shares
|
$138,221
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
2,062
shares
|
$135,205
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$131,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,710
shares
|
$112,124
0.09% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,708
shares
|
$111,993
0.04% of portfolio
|
Q2 2025
Added 32.81%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,640
shares
|
$107,534
0.04% of portfolio
|
Q2 2025
Added 103.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,633
shares
|
$107,075
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$104,911
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,370
shares
|
$89,830
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,258
shares
|
$82,487
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,076
shares
|
$70,553
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,027
shares
|
$67,340
0.0% of portfolio
|
Q2 2025
Reduced 75.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,024
shares
|
$67,143
0.0% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,021
shares
|
$66,946
0.0% of portfolio
|
Q2 2025
Reduced 99.1%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,000
shares
|
$65,570
0.01% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$65,570
0.0% of portfolio
|
Q1 2025
Reduced 41.31%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
969
shares
|
$63,537
0.01% of portfolio
|
Q2 2023
Added 13.47%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
925
shares
|
$60,652
0.0% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
850
shares
|
$55,734
0.0% of portfolio
|
Q2 2025
Reduced 51.43%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
837
shares
|
$54,882
0.0% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
815
shares
|
$53,439
0.01% of portfolio
|
Q4 2022
Reduced 42.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
724
shares
|
$47,472
0.01% of portfolio
|
Q2 2025
Added 20.67%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
709
shares
|
$46,489
0.03% of portfolio
|
Q2 2025
Reduced 75.6%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
676
shares
|
$44,325
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
674
shares
|
$44,194
0.01% of portfolio
|
Q1 2025
Added 224.04%
|