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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
657
shares
|
$43,079
0.04% of portfolio
|
Q1 2025
Reduced 58.13%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
652
shares
|
$42,751
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
648
shares
|
$42,489
0.02% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
634
shares
|
$41,571
0.01% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
612
shares
|
$40,128
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
568
shares
|
$37,243
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
558
shares
|
$36,588
0.0% of portfolio
|
Q2 2025
Reduced 70.77%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
558
shares
|
$36,588
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
550
shares
|
$36,063
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
527
shares
|
$34,555
0.0% of portfolio
|
Q2 2025
Added 201.14%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
462
shares
|
$30,293
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
453
shares
|
$29,703
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
445
shares
|
$29,178
0.01% of portfolio
|
Q2 2025
Added 15.28%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
425
shares
|
$27,867
0.0% of portfolio
|
Q1 2024
Reduced 93.78%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
418
shares
|
$27,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$26,227
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
375
shares
|
$24,588
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
322
shares
|
$21,113
0.0% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
320
shares
|
$20,982
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
306
shares
|
$20,064
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
300
shares
|
$19,670
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
297
shares
|
$19,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
279
shares
|
$18,294
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
276
shares
|
$18,097
0.01% of portfolio
|
Q2 2025
Reduced 98.92%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
257
shares
|
$16,851
0.0% of portfolio
|
Q2 2024
Reduced 34.61%
|