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 180 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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
1,101,361
shares
|
$69.8 Million
3.57% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
964,704
shares
|
$61.1 Million
0.56% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
955,665
shares
|
$60.6 Million
1.33% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
932,018
shares
|
$59.1 Million
0.68% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
898,120
shares
|
$56.9 Million
0.32% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
867,566
shares
|
$55 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
826,259
shares
|
$52.4 Million
0.4% of portfolio
|
Q1 2025
Added 13.28%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
822,043
shares
|
$52.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
688,084
shares
|
$43.6 Million
0.04% of portfolio
|
Q1 2025
Added 196495.44%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
668,528
shares
|
$42.4 Million
0.68% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
658,282
shares
|
$41.7 Million
7.27% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
621,844
shares
|
$39.4 Million
2.46% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
578,290
shares
|
$36.6 Million
0.21% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
578,049
shares
|
$36.6 Million
3.39% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
577,864
shares
|
$36.6 Million
0.08% of portfolio
|
Q3 2023
Reduced 9.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
573,676
shares
|
$36.3 Million
1.04% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
572,070
shares
|
$36.2 Million
0.43% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
563,903
shares
|
$35.7 Million
18.68% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
537,481
shares
|
$34.1 Million
0.89% of portfolio
|
Q2 2020
Added 6.1%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
533,898
shares
|
$33.8 Million
16.82% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
533,279
shares
|
$33.8 Million
2.65% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
526,911
shares
|
$33.4 Million
0.28% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
525,641
shares
|
$33.3 Million
4.76% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
518,933
shares
|
$32.9 Million
0.34% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
512,877
shares
|
$32.5 Million
2.59% of portfolio
|
Q1 2025
Added 3.09%
|