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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
837
shares
|
$55,727
0.0% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
817
shares
|
$54,395
0.0% of portfolio
|
Q3 2025
Added 175.08%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
815
shares
|
$54,262
0.01% of portfolio
|
Q4 2022
Reduced 42.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
724
shares
|
$48,203
0.01% of portfolio
|
Q2 2025
Added 20.67%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
709
shares
|
$47,205
0.03% of portfolio
|
Q2 2025
Reduced 75.6%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
676
shares
|
$45,008
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
674
shares
|
$44,874
0.01% of portfolio
|
Q1 2025
Added 224.04%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
657
shares
|
$43,743
0.04% of portfolio
|
Q1 2025
Reduced 58.13%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
652
shares
|
$43,410
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
648
shares
|
$43,143
0.02% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
634
shares
|
$42,211
0.01% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
612
shares
|
$40,746
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
568
shares
|
$37,817
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
558
shares
|
$37,151
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
558
shares
|
$37,151
0.0% of portfolio
|
Q2 2025
Reduced 70.77%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
550
shares
|
$36,619
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
527
shares
|
$35,087
0.0% of portfolio
|
Q2 2025
Added 201.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
466
shares
|
$31,026
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
462
shares
|
$30,759
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
453
shares
|
$30,160
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
445
shares
|
$29,628
0.01% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
425
shares
|
$28,296
0.0% of portfolio
|
Q1 2024
Reduced 93.78%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
418
shares
|
$27,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
410
shares
|
$27,297
0.0% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$26,632
0.01% of portfolio
|
Q2 2024
New holding
|