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 |
|---|---|---|---|---|---|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
86,065
shares
|
$5.64 Million
2.4% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
85,278
shares
|
$5.59 Million
3.05% of portfolio
|
Q2 2025
Added 106.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
83,944
shares
|
$5.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
83,835
shares
|
$5.5 Million
3.89% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
82,306
shares
|
$5.4 Million
0.78% of portfolio
|
Q2 2025
Added 20.14%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
80,631
shares
|
$5.29 Million
2.83% of portfolio
|
Q2 2025
Reduced 33.07%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,338
shares
|
$5.27 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
80,156
shares
|
$5.26 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
79,215
shares
|
$5.19 Million
2.29% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
78,417
shares
|
$5.14 Million
0.15% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
78,119
shares
|
$5.12 Million
0.88% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
76,570
shares
|
$5.02 Million
0.32% of portfolio
|
Q2 2025
Added 55.92%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
76,458
shares
|
$5.01 Million
0.48% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
75,954
shares
|
$4.98 Million
3.22% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
75,564
shares
|
$4.95 Million
0.28% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
75,377
shares
|
$4.94 Million
0.83% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
72,565
shares
|
$4.76 Million
0.49% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
72,480
shares
|
$4.75 Million
0.16% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
71,944
shares
|
$4.72 Million
0.34% of portfolio
|
Q1 2025
Added 97.64%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
71,379
shares
|
$4.68 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,359
shares
|
$4.68 Million
0.24% of portfolio
|
Q4 2023
Reduced 8.15%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
70,574
shares
|
$4.63 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
70,237
shares
|
$4.61 Million
0.36% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
69,974
shares
|
$4.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
69,579
shares
|
$4.56 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.7%
|