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 705 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
228
shares
|
$14,949
0.0% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
224
shares
|
$14,687
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
224
shares
|
$14,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
219
shares
|
$14,359
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
208
shares
|
$13,638
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
199
shares
|
$13,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
193
shares
|
$12,655
0.0% of portfolio
|
Q2 2022
Reduced 48.94%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
185
shares
|
$12,130
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
170
shares
|
$11,146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
158
shares
|
$10,360
0.0% of portfolio
|
Q2 2025
Reduced 69.14%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
122
shares
|
$7,999
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
120
shares
|
$7,868
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
109
shares
|
$7,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
107
shares
|
$7,015
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
106
shares
|
$6,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
98
shares
|
$6,425
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
94
shares
|
$6,163
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
94
shares
|
$6,163
0.0% of portfolio
|
Q4 2023
Reduced 86.46%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
83
shares
|
$5,442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
82
shares
|
$5,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
81
shares
|
$5,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
66
shares
|
$4,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63
shares
|
$4,130
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
42
shares
|
$2,753
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
40
shares
|
$2,622
0.0% of portfolio
|
Q1 2023
New holding
|