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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
67,311
shares
|
$4.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
66,408
shares
|
$4.21 Million
1.21% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
65,979
shares
|
$4.18 Million
2.06% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
64,832
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Added 772.81%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
63,543
shares
|
$4.03 Million
0.67% of portfolio
|
Q1 2024
Added 38.37%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
61,865
shares
|
$3.92 Million
0.57% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
61,777
shares
|
$3.91 Million
2.8% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
61,641
shares
|
$3.91 Million
0.9% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
61,488
shares
|
$3.9 Million
0.52% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
61,401
shares
|
$3.89 Million
0.88% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
60,996
shares
|
$3.86 Million
0.56% of portfolio
|
Q1 2025
Added 152.43%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
60,635
shares
|
$3.84 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
60,546
shares
|
$3.84 Million
4.18% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
60,256
shares
|
$3.82 Million
0.79% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
60,039
shares
|
$3.8 Million
0.0% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
59,805
shares
|
$3.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
59,623
shares
|
$3.78 Million
1.29% of portfolio
|
Q1 2025
Added 21.91%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
59,608
shares
|
$3.78 Million
0.22% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
59,562
shares
|
$3.77 Million
1.44% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
59,204
shares
|
$3.75 Million
0.28% of portfolio
|
Q1 2025
Added 51.21%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
57,564
shares
|
$3.65 Million
3.22% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
57,320
shares
|
$3.63 Million
0.3% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
57,296
shares
|
$3.63 Million
1.79% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
57,200
shares
|
$3.62 Million
2.66% of portfolio
|
Q1 2025
Reduced 24.04%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
57,043
shares
|
$3.61 Million
0.29% of portfolio
|
Q1 2025
Added 1.0%
|