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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
22,959
shares
|
$1.45 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
22,911
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
22,801
shares
|
$1.44 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
22,352
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
22,208
shares
|
$1.41 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
22,192
shares
|
$1.41 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
21,994
shares
|
$1.39 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
21,990
shares
|
$1.39 Million
1.0% of portfolio
|
Q2 2025
Reduced 67.98%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
21,932
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
21,885
shares
|
$1.39 Million
1.06% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
21,596
shares
|
$1.37 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
21,269
shares
|
$1.35 Million
0.6% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
20,914
shares
|
$1.33 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
20,853
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
20,723
shares
|
$1.31 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
20,669
shares
|
$1.31 Million
0.58% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
20,599
shares
|
$1.31 Million
0.66% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
20,593
shares
|
$1.3 Million
0.18% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
20,534
shares
|
$1.3 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
20,509
shares
|
$1.3 Million
0.18% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
20,304
shares
|
$1.29 Million
0.37% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
20,210
shares
|
$1.28 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
20,170
shares
|
$1.28 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
20,141
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
20,050
shares
|
$1.27 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.07%
|