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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
199,667
shares
|
$13.3 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
199,426
shares
|
$13.3 Million
3.24% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
198,677
shares
|
$13.2 Million
0.19% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
196,566
shares
|
$13.1 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
195,898
shares
|
$13 Million
3.39% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
190,128
shares
|
$12.7 Million
3.72% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
186,910
shares
|
$12.4 Million
5.14% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
181,672
shares
|
$12.1 Million
0.84% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
180,924
shares
|
$12 Million
0.3% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
180,676
shares
|
$12 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
180,582
shares
|
$12 Million
0.14% of portfolio
|
Q2 2025
Added 127.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
179,146
shares
|
$11.9 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
177,834
shares
|
$11.8 Million
0.35% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
177,134
shares
|
$11.8 Million
3.65% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
174,141
shares
|
$11.6 Million
6.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
173,824
shares
|
$11.6 Million
5.45% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
173,000
shares
|
$11.5 Million
0.99% of portfolio
|
Q2 2025
Added 80.85%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
172,060
shares
|
$11.5 Million
3.06% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
165,403
shares
|
$11 Million
0.73% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
165,184
shares
|
$11 Million
4.61% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
160,616
shares
|
$10.7 Million
4.65% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
158,580
shares
|
$10.6 Million
2.24% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
158,273
shares
|
$10.5 Million
5.05% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
156,957
shares
|
$10.5 Million
1.34% of portfolio
|
Q3 2025
Added 38.07%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
156,165
shares
|
$10.4 Million
0.62% of portfolio
|
Q2 2025
Added 20.27%
|