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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
481,513
shares
|
$31.6 Million
0.43% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
474,622
shares
|
$31.1 Million
6.55% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
452,699
shares
|
$29.7 Million
6.44% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
432,090
shares
|
$28.3 Million
0.65% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
430,689
shares
|
$28.2 Million
0.72% of portfolio
|
Q3 2022
Added 24.71%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
417,481
shares
|
$27.4 Million
9.05% of portfolio
|
Q2 2025
Added 30.88%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
400,443
shares
|
$26.3 Million
12.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
388,880
shares
|
$25.5 Million
2.47% of portfolio
|
Q2 2025
Added 14.92%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
386,015
shares
|
$25.3 Million
5.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
377,614
shares
|
$24.8 Million
0.06% of portfolio
|
Q2 2025
Added 80.72%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
372,731
shares
|
$24.4 Million
0.93% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
367,543
shares
|
$24.1 Million
0.07% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
356,723
shares
|
$23.4 Million
0.34% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
349,978
shares
|
$22.9 Million
6.58% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
348,174
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
346,323
shares
|
$22.7 Million
0.03% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
326,326
shares
|
$21.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
325,463
shares
|
$21.3 Million
3.04% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
321,045
shares
|
$21.1 Million
0.7% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
319,876
shares
|
$21 Million
1.24% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
318,347
shares
|
$20.9 Million
0.28% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
302,041
shares
|
$19.8 Million
4.57% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
296,408
shares
|
$19.4 Million
6.48% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
296,274
shares
|
$19.4 Million
8.66% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
291,655
shares
|
$19.1 Million
8.41% of portfolio
|
Q2 2025
Reduced 0.56%
|