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 |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
199,703
shares
|
$13.1 Million
2.77% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
199,667
shares
|
$13.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
199,426
shares
|
$13.1 Million
3.24% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
198,677
shares
|
$13 Million
0.19% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
196,566
shares
|
$12.9 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
195,898
shares
|
$12.8 Million
3.39% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
195,077
shares
|
$12.8 Million
0.91% of portfolio
|
Q1 2025
Added 102.73%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Aug 13, 2025 Q2 2025 |
193,146
shares
|
$12.7 Million
17.48% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
189,775
shares
|
$12.4 Million
0.48% of portfolio
|
Q2 2025
Added 98.64%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
186,910
shares
|
$12.3 Million
5.14% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
185,356
shares
|
$12.2 Million
0.3% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
180,924
shares
|
$11.9 Million
0.3% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
180,582
shares
|
$11.8 Million
0.14% of portfolio
|
Q2 2025
Added 127.22%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
179,753
shares
|
$11.8 Million
0.86% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
179,146
shares
|
$11.7 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
177,834
shares
|
$11.7 Million
0.35% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
176,967
shares
|
$11.6 Million
3.68% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
174,141
shares
|
$11.4 Million
6.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
173,000
shares
|
$11.3 Million
0.99% of portfolio
|
Q2 2025
Added 80.85%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
171,103
shares
|
$11.2 Million
3.11% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
165,403
shares
|
$10.8 Million
0.73% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
165,184
shares
|
$10.8 Million
4.61% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
158,580
shares
|
$10.4 Million
2.24% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
158,273
shares
|
$10.4 Million
5.05% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
156,483
shares
|
$10.3 Million
4.55% of portfolio
|
Q2 2025
Added 2.76%
|