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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
290,787
shares
|
$19.1 Million
1.2% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
287,653
shares
|
$18.9 Million
1.92% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
277,590
shares
|
$18.2 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 Million
0.33% of portfolio
|
Q2 2025
Added 26.98%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
271,590
shares
|
$17.8 Million
7.67% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
261,635
shares
|
$17.2 Million
1.83% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
255,823
shares
|
$16.8 Million
1.96% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
246,952
shares
|
$16.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
242,829
shares
|
$15.9 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
|
$15.6 Million
0.84% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
233,307
shares
|
$15.3 Million
2.38% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
232,962
shares
|
$15.3 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
230,736
shares
|
$15.1 Million
4.69% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
228,237
shares
|
$15 Million
1.26% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
226,879
shares
|
$14.9 Million
9.73% of portfolio
|
Q1 2025
Added 25.29%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
224,504
shares
|
$14.7 Million
1.71% of portfolio
|
Q2 2025
Added 29.82%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
221,996
shares
|
$14.6 Million
4.22% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
217,793
shares
|
$14.3 Million
4.78% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
216,998
shares
|
$14.2 Million
3.43% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
216,805
shares
|
$14.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
214,552
shares
|
$14.1 Million
0.43% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
212,224
shares
|
$13.9 Million
1.77% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
206,604
shares
|
$13.5 Million
8.79% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
205,819
shares
|
$13.5 Million
0.68% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
205,395
shares
|
$13.5 Million
0.58% of portfolio
|
Q1 2025
Reduced 8.31%
|