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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
375
shares
|
$24,967
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
320
shares
|
$21,305
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
306
shares
|
$20,373
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
300
shares
|
$19,974
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
279
shares
|
$18,575
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
276
shares
|
$18,376
0.01% of portfolio
|
Q2 2025
Reduced 98.92%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
257
shares
|
$17,111
0.0% of portfolio
|
Q2 2024
Reduced 34.61%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
256
shares
|
$17,044
0.0% of portfolio
|
Q2 2025
Reduced 38.28%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
240
shares
|
$15,979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
233
shares
|
$15,513
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
228
shares
|
$15,180
0.0% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
224
shares
|
$14,913
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
224
shares
|
$14,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
219
shares
|
$14,581
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
208
shares
|
$13,848
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
199
shares
|
$13,249
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
193
shares
|
$12,849
0.0% of portfolio
|
Q2 2022
Reduced 48.94%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
185
shares
|
$12,317
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
170
shares
|
$11,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
167
shares
|
$11,118
0.0% of portfolio
|
Q3 2025
Added 5466.67%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
158
shares
|
$10,519
0.0% of portfolio
|
Q2 2025
Reduced 69.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
122
shares
|
$8,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
122
shares
|
$8,122
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
109
shares
|
$7,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
107
shares
|
$7,124
0.0% of portfolio
|
Q1 2024
New holding
|