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 |
|---|---|---|---|---|---|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
56,613
shares
|
$3.59 Million
2.98% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
56,445
shares
|
$3.58 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
56,378
shares
|
$3.57 Million
1.0% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
55,481
shares
|
$3.52 Million
0.1% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
53,281
shares
|
$3.38 Million
0.1% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
52,996
shares
|
$3.36 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
52,548
shares
|
$3.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
52,283
shares
|
$3.31 Million
0.36% of portfolio
|
Q2 2025
Reduced 56.01%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
51,985
shares
|
$3.29 Million
1.02% of portfolio
|
Q1 2025
Added 72.23%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
51,766
shares
|
$3.28 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,209
shares
|
$3.24 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,790
shares
|
$3.22 Million
0.68% of portfolio
|
Q1 2024
Added 211.4%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
50,770
shares
|
$3.22 Million
0.8% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
50,629
shares
|
$3.21 Million
1.04% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
50,320
shares
|
$3.19 Million
1.31% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
49,808
shares
|
$3.16 Million
0.24% of portfolio
|
Q1 2025
Added 103.95%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
49,215
shares
|
$3.12 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.26%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
49,108
shares
|
$3.11 Million
0.21% of portfolio
|
Q1 2025
Reduced 83.44%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
48,431
shares
|
$3.07 Million
1.55% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
48,203
shares
|
$3.05 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
46,488
shares
|
$2.95 Million
0.04% of portfolio
|
Q1 2025
Added 59.62%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
46,420
shares
|
$2.94 Million
0.79% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
46,284
shares
|
$2.93 Million
1.33% of portfolio
|
Q2 2025
Added 79.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
46,107
shares
|
$2.92 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
45,900
shares
|
$2.91 Million
2.16% of portfolio
|
Q1 2025
Added 21.19%
|