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 |
|---|---|---|---|---|---|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
14,250
shares
|
$902,880
0.32% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
14,086
shares
|
$892,488
0.02% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,039
shares
|
$889,511
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
13,959
shares
|
$884,442
0.38% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
13,957
shares
|
$884,315
0.2% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
13,739
shares
|
$870,503
0.37% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
13,723
shares
|
$869,489
0.12% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
13,627
shares
|
$863,406
0.15% of portfolio
|
Q1 2025
Added 119.72%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
13,580
shares
|
$860,428
0.09% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
13,451
shares
|
$852,255
0.41% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
13,251
shares
|
$839,583
0.35% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13,200
shares
|
$836,352
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
13,194
shares
|
$835,971
0.17% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
13,091
shares
|
$829,445
0.05% of portfolio
|
Q1 2025
Added 287.08%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
12,909
shares
|
$817,914
0.06% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
12,632
shares
|
$800,363
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,289
shares
|
$778,631
0.1% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$760,700
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
11,961
shares
|
$757,848
0.05% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
11,959
shares
|
$757,722
0.55% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
11,882
shares
|
$752,843
0.01% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
11,730
shares
|
$743,212
0.0% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
11,619
shares
|
$736,179
0.23% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
11,478
shares
|
$727,246
0.18% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
11,443
shares
|
$725,028
0.33% of portfolio
|
Q1 2025
Reduced 11.87%
|