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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
19,942
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
19,900
shares
|
$1.26 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
19,520
shares
|
$1.24 Million
0.34% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
19,465
shares
|
$1.23 Million
0.43% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,321
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 193.45%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
19,172
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
Added 308.18%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
19,090
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
18,953
shares
|
$1.2 Million
0.45% of portfolio
|
Q1 2025
Reduced 46.14%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
18,818
shares
|
$1.19 Million
0.39% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
18,735
shares
|
$1.19 Million
0.37% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
18,511
shares
|
$1.17 Million
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
18,467
shares
|
$1.17 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
18,461
shares
|
$1.17 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
18,250
shares
|
$1.16 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
18,150
shares
|
$1.15 Million
0.45% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
18,125
shares
|
$1.15 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
18,094
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.69%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
17,928
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Added 22.03%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
17,918
shares
|
$1.14 Million
0.51% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
17,648
shares
|
$1.12 Million
0.16% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
17,608
shares
|
$1.12 Million
0.85% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
17,308
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2025
Added 24.65%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
17,250
shares
|
$1.09 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
17,186
shares
|
$1.09 Million
0.21% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
17,027
shares
|
$1.08 Million
0.88% of portfolio
|
Q1 2025
Reduced 8.27%
|