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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
84,706
shares
|
$5.64 Million
0.0% of portfolio
|
Q2 2025
Added 368.14%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
83,487
shares
|
$5.56 Million
0.81% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
80,675
shares
|
$5.37 Million
3.11% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
80,631
shares
|
$5.37 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
|
$5.35 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
79,960
shares
|
$5.32 Million
0.37% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
79,215
shares
|
$5.27 Million
2.29% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
78,973
shares
|
$5.26 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
78,417
shares
|
$5.22 Million
0.15% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
78,142
shares
|
$5.2 Million
0.27% of portfolio
|
Q2 2025
Added 31.09%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
76,936
shares
|
$5.12 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
76,765
shares
|
$5.11 Million
1.85% of portfolio
|
Q3 2025
Reduced 20.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
76,570
shares
|
$5.1 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
|
$5.09 Million
0.48% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
75,986
shares
|
$5.06 Million
3.45% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
75,954
shares
|
$5.06 Million
3.22% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
75,808
shares
|
$5.05 Million
0.28% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
75,377
shares
|
$5.02 Million
0.83% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
72,480
shares
|
$4.83 Million
0.16% of portfolio
|
Q2 2025
Reduced 20.91%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
72,358
shares
|
$4.82 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
71,379
shares
|
$4.75 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,359
shares
|
$4.75 Million
0.24% of portfolio
|
Q4 2023
Reduced 8.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
70,237
shares
|
$4.68 Million
0.36% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
69,993
shares
|
$4.66 Million
0.1% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
69,974
shares
|
$4.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.62%
|