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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
122,456
shares
|
$8.03 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
122,446
shares
|
$8.03 Million
1.95% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
122,004
shares
|
$8 Million
2.4% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
119,823
shares
|
$7.86 Million
0.18% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
119,810
shares
|
$7.86 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
117,819
shares
|
$7.73 Million
0.6% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
117,721
shares
|
$7.72 Million
0.14% of portfolio
|
Q2 2025
Added 27.98%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
116,908
shares
|
$7.67 Million
0.51% of portfolio
|
Q4 2022
Reduced 28.24%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
116,496
shares
|
$7.64 Million
5.01% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
115,789
shares
|
$7.59 Million
0.17% of portfolio
|
Q2 2025
Added 21.26%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
114,863
shares
|
$7.53 Million
0.28% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
113,678
shares
|
$7.45 Million
0.98% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
113,398
shares
|
$7.44 Million
0.01% of portfolio
|
Q1 2025
Added 54.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
112,824
shares
|
$7.4 Million
0.0% of portfolio
|
Q1 2025
Added 45.2%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
112,340
shares
|
$7.37 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
112,087
shares
|
$7.35 Million
0.54% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
108,475
shares
|
$7.11 Million
1.31% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
108,462
shares
|
$7.11 Million
0.92% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
107,003
shares
|
$7.02 Million
0.27% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
106,899
shares
|
$7.01 Million
5.55% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
106,336
shares
|
$6.97 Million
4.14% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
105,859
shares
|
$6.94 Million
3.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
105,582
shares
|
$6.92 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
103,766
shares
|
$6.8 Million
1.24% of portfolio
|
Q2 2025
Added 72.21%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
103,523
shares
|
$6.79 Million
3.09% of portfolio
|
Q2 2025
Reduced 8.2%
|