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 |
|---|---|---|---|---|---|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
293,851
shares
|
$19.6 Million
4.63% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
292,230
shares
|
$19.5 Million
8.14% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
290,787
shares
|
$19.4 Million
1.2% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
286,447
shares
|
$19.1 Million
12.56% of portfolio
|
Q2 2025
Added 26.26%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
277,590
shares
|
$18.5 Million
0.3% of portfolio
|
Q2 2025
Added 14.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
274,842
shares
|
$18.3 Million
0.33% of portfolio
|
Q2 2025
Added 26.98%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
271,935
shares
|
$18.1 Million
0.49% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
258,506
shares
|
$17.2 Million
1.43% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
255,823
shares
|
$17 Million
1.96% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
246,952
shares
|
$16.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
243,425
shares
|
$16.2 Million
1.73% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
242,829
shares
|
$16.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
237,341
shares
|
$15.8 Million
0.84% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
236,612
shares
|
$15.8 Million
0.43% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
233,631
shares
|
$15.6 Million
4.32% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
228,966
shares
|
$15.2 Million
1.92% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
224,504
shares
|
$14.9 Million
1.71% of portfolio
|
Q2 2025
Added 29.82%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
217,793
shares
|
$14.5 Million
4.78% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
216,805
shares
|
$14.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
214,552
shares
|
$14.3 Million
0.43% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
208,328
shares
|
$13.9 Million
0.5% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
206,604
shares
|
$13.8 Million
8.79% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
205,819
shares
|
$13.7 Million
0.68% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
201,619
shares
|
$13.4 Million
3.01% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
199,703
shares
|
$13.3 Million
2.77% of portfolio
|
Q2 2025
Reduced 11.45%
|