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 181 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 |
|---|---|---|---|---|---|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
29,043
shares
|
$1.84 Million
0.52% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
28,591
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
28,037
shares
|
$1.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
27,801
shares
|
$1.76 Million
0.44% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
27,793
shares
|
$1.76 Million
0.05% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
27,765
shares
|
$1.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
27,731
shares
|
$1.76 Million
1.15% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
27,609
shares
|
$1.75 Million
0.06% of portfolio
|
Q1 2025
Added 39.12%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
27,391
shares
|
$1.74 Million
0.26% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
27,182
shares
|
$1.72 Million
0.52% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
26,456
shares
|
$1.68 Million
0.16% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
26,333
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
26,230
shares
|
$1.66 Million
0.44% of portfolio
|
Q1 2025
Added 260.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
26,092
shares
|
$1.65 Million
0.15% of portfolio
|
Q1 2025
Added 93.62%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
25,828
shares
|
$1.64 Million
0.41% of portfolio
|
Q1 2025
Added 35.74%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
25,555
shares
|
$1.62 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
25,511
shares
|
$1.62 Million
0.42% of portfolio
|
Q1 2025
Reduced 30.02%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
25,076
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Added 394.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
24,523
shares
|
$1.55 Million
0.09% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
24,468
shares
|
$1.55 Million
1.66% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
24,275
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
23,499
shares
|
$1.49 Million
0.43% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
23,132
shares
|
$1.47 Million
1.08% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
23,007
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
23,004
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 5.67%
|