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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
45,658
shares
|
$2.89 Million
0.04% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
45,484
shares
|
$2.88 Million
0.06% of portfolio
|
Q1 2024
Reduced 41.69%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
44,517
shares
|
$2.82 Million
1.97% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
44,294
shares
|
$2.81 Million
2.15% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
44,200
shares
|
$2.8 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
43,317
shares
|
$2.74 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,170
shares
|
$2.74 Million
0.17% of portfolio
|
Q3 2023
Reduced 67.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
42,868
shares
|
$2.72 Million
1.43% of portfolio
|
Q2 2024
Reduced 68.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
42,531
shares
|
$2.69 Million
0.1% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
42,404
shares
|
$2.69 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
41,935
shares
|
$2.66 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
41,292
shares
|
$2.62 Million
0.33% of portfolio
|
Q1 2025
Added 67.54%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
40,791
shares
|
$2.58 Million
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
40,697
shares
|
$2.58 Million
1.13% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
40,597
shares
|
$2.57 Million
0.28% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
40,583
shares
|
$2.57 Million
0.01% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
40,265
shares
|
$2.55 Million
0.08% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
39,330
shares
|
$2.49 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
39,182
shares
|
$2.48 Million
0.25% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
39,051
shares
|
$2.47 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
38,768
shares
|
$2.46 Million
0.88% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
38,707
shares
|
$2.45 Million
0.22% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
38,379
shares
|
$2.43 Million
0.36% of portfolio
|
Q1 2024
Added 4.21%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
38,172
shares
|
$2.42 Million
0.02% of portfolio
|
Q2 2025
Added 46.55%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
38,064
shares
|
$2.41 Million
0.67% of portfolio
|
Q4 2022
Reduced 97.72%
|