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 |
|---|---|---|---|---|---|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
37,887
shares
|
$2.4 Million
1.51% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
37,641
shares
|
$2.38 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
37,491
shares
|
$2.38 Million
0.08% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
37,333
shares
|
$2.37 Million
0.38% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
36,440
shares
|
$2.31 Million
1.77% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
35,937
shares
|
$2.28 Million
0.91% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
34,952
shares
|
$2.21 Million
0.1% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
34,831
shares
|
$2.21 Million
1.19% of portfolio
|
Q1 2025
Added 27.46%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
34,487
shares
|
$2.19 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
34,110
shares
|
$2.16 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
33,584
shares
|
$2.13 Million
0.07% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
33,489
shares
|
$2.12 Million
0.73% of portfolio
|
Q2 2025
Added 89.49%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
33,414
shares
|
$2.12 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
32,441
shares
|
$2.06 Million
1.73% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
31,966
shares
|
$2.03 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
31,801
shares
|
$2.01 Million
0.8% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
31,707
shares
|
$2.01 Million
0.36% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
31,681
shares
|
$2.01 Million
0.17% of portfolio
|
Q1 2025
Added 545.63%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
31,087
shares
|
$1.97 Million
0.71% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
31,071
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 70.24%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
31,046
shares
|
$1.97 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
30,914
shares
|
$1.96 Million
0.78% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
30,500
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
30,067
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
29,536
shares
|
$1.87 Million
0.64% of portfolio
|
Q1 2025
Added 8.56%
|