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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
106
shares
|
$7,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
98
shares
|
$6,524
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
94
shares
|
$6,258
0.0% of portfolio
|
Q4 2023
Reduced 86.46%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
94
shares
|
$6,258
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
84
shares
|
$5,592
0.0% of portfolio
|
Q3 2025
Reduced 65.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
83
shares
|
$5,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
82
shares
|
$5,459
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
66
shares
|
$4,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63
shares
|
$4,194
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
42
shares
|
$2,796
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
40
shares
|
$2,663
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
20
shares
|
$1,331
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
18
shares
|
$1,198
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
11
shares
|
$732
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10
shares
|
$665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
1
shares
|
$66
0.0% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$66
0.0% of portfolio
|
Q2 2025
Reduced 99.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|