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 702 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,686,574
shares
|
$1.5 Billion
0.56% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
16,722,470
shares
|
$1.06 Billion
0.07% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
11,002,535
shares
|
$697 Million
0.25% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
9,523,531
shares
|
$603 Million
0.13% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,027,474
shares
|
$445 Million
0.57% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,278,885
shares
|
$398 Million
0.03% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,116,510
shares
|
$388 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,074,450
shares
|
$385 Million
0.5% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
4,856,995
shares
|
$308 Million
0.05% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,521,054
shares
|
$223 Million
0.04% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,421,026
shares
|
$217 Million
0.07% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,034,631
shares
|
$192 Million
0.42% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,766,435
shares
|
$175 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,697,319
shares
|
$171 Million
0.32% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,526,316
shares
|
$160 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,425,054
shares
|
$154 Million
0.48% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,349,402
shares
|
$149 Million
0.11% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,153,159
shares
|
$136 Million
0.14% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,902,358
shares
|
$121 Million
0.71% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,518,752
shares
|
$96.2 Million
0.12% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,409,027
shares
|
$89.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,403,926
shares
|
$89 Million
0.13% of portfolio
|
Q2 2025
Added 44.29%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,344,406
shares
|
$85.2 Million
0.22% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,276,965
shares
|
$80.9 Million
0.04% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,269,467
shares
|
$80.4 Million
0.25% of portfolio
|
Q1 2025
Added 24.8%
|