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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
156,165
shares
|
$10.2 Million
0.62% of portfolio
|
Q2 2025
Added 20.27%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
151,783
shares
|
$9.95 Million
0.9% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
149,399
shares
|
$9.8 Million
0.13% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
148,470
shares
|
$9.74 Million
3.23% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
147,989
shares
|
$9.7 Million
0.92% of portfolio
|
Q2 2025
Added 3584.07%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
147,738
shares
|
$9.69 Million
1.72% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
146,810
shares
|
$9.63 Million
4.08% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
145,728
shares
|
$9.56 Million
1.19% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
145,471
shares
|
$9.54 Million
0.46% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
144,621
shares
|
$9.48 Million
3.02% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
144,587
shares
|
$9.48 Million
1.71% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
143,530
shares
|
$9.41 Million
0.27% of portfolio
|
Q2 2025
Added 112.58%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
143,240
shares
|
$9.39 Million
2.26% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
142,115
shares
|
$9.32 Million
0.02% of portfolio
|
Q2 2025
Added 119.21%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
140,311
shares
|
$9.2 Million
3.78% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
138,778
shares
|
$9.1 Million
4.47% of portfolio
|
Q2 2025
Reduced 24.71%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
135,455
shares
|
$8.88 Million
0.28% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
135,196
shares
|
$8.86 Million
4.92% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
134,022
shares
|
$8.79 Million
6.48% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
130,844
shares
|
$8.58 Million
1.13% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
127,471
shares
|
$8.36 Million
0.34% of portfolio
|
Q2 2025
Added 2449.42%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Aug 06, 2025 Q2 2025 |
127,462
shares
|
$8.36 Million
6.77% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
126,505
shares
|
$8.29 Million
1.69% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
124,546
shares
|
$8.17 Million
0.03% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
122,493
shares
|
$8.03 Million
0.04% of portfolio
|
Q2 2025
Added 4.49%
|