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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
17,005
shares
|
$1.08 Million
0.2% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
16,956
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
16,763
shares
|
$1.06 Million
0.87% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
16,746
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
16,514
shares
|
$1.05 Million
0.38% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
16,466
shares
|
$1.04 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
16,459
shares
|
$1.04 Million
0.21% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
16,314
shares
|
$1.03 Million
0.69% of portfolio
|
Q4 2024
Added 217.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
15,931
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 19.27%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
15,662
shares
|
$992,344
1.18% of portfolio
|
Q3 2023
Added 2.92%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
15,606
shares
|
$988,796
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
15,525
shares
|
$983,664
0.37% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
15,499
shares
|
$982,016
0.21% of portfolio
|
Q2 2025
Reduced 89.23%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
15,108
shares
|
$957,242
0.25% of portfolio
|
Q2 2025
Added 88.26%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
15,056
shares
|
$953,948
0.12% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
14,854
shares
|
$941,149
0.46% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
14,797
shares
|
$937,537
0.07% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
14,783
shares
|
$936,650
0.45% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
14,778
shares
|
$936,334
0.57% of portfolio
|
Q1 2025
Added 66.06%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
14,743
shares
|
$934,116
0.73% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,621
shares
|
$926,386
0.44% of portfolio
|
Q1 2024
Reduced 5.96%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
14,604
shares
|
$925,309
0.34% of portfolio
|
Q2 2025
Added 14.15%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
14,481
shares
|
$917,516
0.03% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
14,294
shares
|
$905,667
0.32% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
14,265
shares
|
$903,830
0.07% of portfolio
|
Q2 2025
Reduced 11.38%
|