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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
103,427
shares
|
$6.78 Million
0.55% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
102,900
shares
|
$6.75 Million
1.97% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
102,354
shares
|
$6.71 Million
0.84% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
101,806
shares
|
$6.68 Million
6.15% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
101,759
shares
|
$6.67 Million
3.01% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
98,944
shares
|
$6.49 Million
0.56% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
98,772
shares
|
$6.48 Million
5.09% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
98,444
shares
|
$6.45 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
98,169
shares
|
$6.44 Million
0.09% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
96,717
shares
|
$6.34 Million
4.12% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
96,264
shares
|
$6.31 Million
2.04% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
92,722
shares
|
$6.08 Million
4.23% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
91,026
shares
|
$5.97 Million
1.84% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
90,823
shares
|
$5.96 Million
0.09% of portfolio
|
Q2 2025
Added 95.37%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
89,741
shares
|
$5.88 Million
2.62% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
89,194
shares
|
$5.85 Million
0.22% of portfolio
|
Q1 2025
Added 92.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
88,680
shares
|
$5.81 Million
0.06% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
88,680
shares
|
$5.81 Million
0.06% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
88,054
shares
|
$5.77 Million
0.07% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
87,977
shares
|
$5.77 Million
0.17% of portfolio
|
Q2 2025
Reduced 32.3%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
87,624
shares
|
$5.75 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
87,291
shares
|
$5.72 Million
1.27% of portfolio
|
Q2 2025
Reduced 30.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
87,090
shares
|
$5.71 Million
0.12% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
86,462
shares
|
$5.67 Million
2.38% of portfolio
|
Q4 2022
Reduced 7.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
86,421
shares
|
$5.67 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.76%
|