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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
122,456
shares
|
$8.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.89%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
122,446
shares
|
$8.15 Million
1.95% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
122,004
shares
|
$8.12 Million
2.4% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
120,901
shares
|
$8.05 Million
0.17% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
119,823
shares
|
$7.98 Million
0.18% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
119,810
shares
|
$7.98 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
119,055
shares
|
$7.93 Million
0.01% of portfolio
|
Q2 2025
Added 191.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
117,819
shares
|
$7.84 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
|
$7.84 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
|
$7.78 Million
0.51% of portfolio
|
Q4 2022
Reduced 28.24%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
116,496
shares
|
$7.76 Million
5.01% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
115,471
shares
|
$7.69 Million
0.23% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
115,181
shares
|
$7.67 Million
0.94% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
112,340
shares
|
$7.48 Million
0.71% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
108,475
shares
|
$7.22 Million
1.31% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
107,716
shares
|
$7.17 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
107,003
shares
|
$7.12 Million
0.27% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
106,899
shares
|
$7.12 Million
5.55% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
106,352
shares
|
$7.08 Million
3.13% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
106,336
shares
|
$7.08 Million
4.14% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
106,077
shares
|
$7.06 Million
0.79% of portfolio
|
Q2 2025
Added 156.89%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
105,859
shares
|
$7.05 Million
3.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
105,582
shares
|
$7.03 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
104,632
shares
|
$6.97 Million
2.96% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
103,849
shares
|
$6.91 Million
6.2% of portfolio
|
Q3 2025
Added 2.01%
|