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 746 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,260,330
shares
|
$84.4 Million
0.66% of portfolio
|
Q3 2025
Added 23.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,216,742
shares
|
$81.4 Million
0.13% of portfolio
|
Q3 2025
Added 28801.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,159,579
shares
|
$77.6 Million
0.38% of portfolio
|
Q3 2025
Added 24.42%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,153,826
shares
|
$77.2 Million
0.05% of portfolio
|
Q3 2025
Added 27.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,096,299
shares
|
$73.4 Million
0.12% of portfolio
|
Q3 2025
Added 20.96%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
1,090,919
shares
|
$73 Million
1.32% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,041,625
shares
|
$69.7 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
979,064
shares
|
$65.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
968,633
shares
|
$64.8 Million
3.25% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
870,517
shares
|
$58.3 Million
0.39% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
866,752
shares
|
$58 Million
0.57% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
860,827
shares
|
$57.6 Million
0.81% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
666,609
shares
|
$44.6 Million
1.13% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
662,779
shares
|
$44.4 Million
7.24% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
611,322
shares
|
$40.9 Million
0.32% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
604,002
shares
|
$40.4 Million
2.81% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
582,873
shares
|
$39 Million
3.37% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
578,324
shares
|
$38.7 Million
0.11% of portfolio
|
Q3 2025
Added 57.35%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
577,864
shares
|
$38.7 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
564,503
shares
|
$37.8 Million
11.72% of portfolio
|
Q3 2025
Added 35.22%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
561,329
shares
|
$37.6 Million
19.32% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
556,666
shares
|
$37.3 Million
0.23% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
550,827
shares
|
$36.9 Million
2.49% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
545,836
shares
|
$36.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
539,118
shares
|
$36.1 Million
12.62% of portfolio
|
Q3 2025
Added 88.21%
|
|