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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
103,766
shares
|
$6.91 Million
1.24% of portfolio
|
Q2 2025
Added 72.21%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
103,233
shares
|
$6.87 Million
0.06% of portfolio
|
Q2 2025
Added 16.41%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
102,900
shares
|
$6.85 Million
1.97% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
102,606
shares
|
$6.83 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
98,944
shares
|
$6.59 Million
0.56% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
98,772
shares
|
$6.58 Million
5.09% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
98,444
shares
|
$6.55 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
98,169
shares
|
$6.54 Million
0.09% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
98,149
shares
|
$6.53 Million
5.85% of portfolio
|
Q3 2025
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
96,717
shares
|
$6.44 Million
4.12% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Oct 08, 2025 Q3 2025 |
95,944
shares
|
$6.39 Million
5.53% of portfolio
|
Q3 2025
Reduced 28.41%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
91,744
shares
|
$6.11 Million
0.22% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
91,483
shares
|
$6.09 Million
0.09% of portfolio
|
Q3 2025
Added 62.07%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
91,144
shares
|
$6.07 Million
4.87% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
91,026
shares
|
$6.06 Million
1.84% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
89,741
shares
|
$5.97 Million
2.62% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
89,194
shares
|
$5.94 Million
0.22% of portfolio
|
Q1 2025
Added 92.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
88,680
shares
|
$5.9 Million
0.06% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
88,284
shares
|
$5.88 Million
1.81% of portfolio
|
Q3 2025
Added 43.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
88,054
shares
|
$5.86 Million
0.07% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
87,291
shares
|
$5.81 Million
1.27% of portfolio
|
Q2 2025
Reduced 30.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
87,090
shares
|
$5.8 Million
0.12% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
86,462
shares
|
$5.76 Million
2.38% of portfolio
|
Q4 2022
Reduced 7.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
86,421
shares
|
$5.75 Million
0.29% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
86,065
shares
|
$5.73 Million
2.4% of portfolio
|
Q2 2025
Reduced 1.0%
|