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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
151,783
shares
|
$10.1 Million
0.9% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
149,399
shares
|
$9.95 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
|
$9.89 Million
3.23% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
147,738
shares
|
$9.84 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
|
$9.77 Million
4.08% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
146,717
shares
|
$9.77 Million
0.07% of portfolio
|
Q2 2025
Added 74.78%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
145,728
shares
|
$9.7 Million
1.19% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
145,471
shares
|
$9.69 Million
0.46% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
144,621
shares
|
$9.63 Million
3.02% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
144,587
shares
|
$9.63 Million
1.71% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
143,530
shares
|
$9.56 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
|
$9.54 Million
2.26% of portfolio
|
Q2 2025
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
142,187
shares
|
$9.47 Million
3.86% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
142,115
shares
|
$9.46 Million
0.02% of portfolio
|
Q2 2025
Added 119.21%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
140,889
shares
|
$9.38 Million
4.75% of portfolio
|
Q3 2025
Added 65.21%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
138,778
shares
|
$9.24 Million
4.47% of portfolio
|
Q2 2025
Reduced 24.71%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
135,368
shares
|
$9.01 Million
0.13% of portfolio
|
Q3 2025
Added 49.05%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
135,282
shares
|
$9.01 Million
0.03% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
131,741
shares
|
$8.77 Million
1.17% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
130,083
shares
|
$8.66 Million
1.7% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
128,699
shares
|
$8.57 Million
6.82% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
128,152
shares
|
$8.53 Million
0.05% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
127,471
shares
|
$8.49 Million
0.34% of portfolio
|
Q2 2025
Added 2449.42%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
124,965
shares
|
$8.32 Million
0.76% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
123,571
shares
|
$8.23 Million
0.3% of portfolio
|
Q3 2025
Added 7.58%
|