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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
9,257
shares
|
$586,523
0.23% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
9,244
shares
|
$585,699
0.13% of portfolio
|
Q1 2025
Reduced 43.25%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
9,069
shares
|
$574,611
0.43% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,986
shares
|
$569,352
0.03% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
8,971
shares
|
$568,402
0.1% of portfolio
|
Q1 2025
Reduced 45.08%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,940
shares
|
$566,438
0.27% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
8,889
shares
|
$563,207
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
8,889
shares
|
$563,207
0.39% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
8,878
shares
|
$562,510
0.49% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
8,858
shares
|
$561,242
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
8,720
shares
|
$552,499
0.16% of portfolio
|
Q1 2025
Added 75.45%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,653
shares
|
$548,254
0.14% of portfolio
|
Q2 2022
Added 6.85%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
8,507
shares
|
$539,003
0.04% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,335
shares
|
$528,105
0.23% of portfolio
|
Q4 2024
Added 83.43%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,274
shares
|
$524,240
0.25% of portfolio
|
Q1 2023
Reduced 9.18%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,167
shares
|
$517,461
0.01% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,033
shares
|
$508,970
0.03% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,024
shares
|
$508,400
0.02% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
7,901
shares
|
$500,607
0.44% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
7,804
shares
|
$494,461
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
7,759
shares
|
$491,610
0.03% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
7,734
shares
|
$490,026
0.03% of portfolio
|
Q1 2025
Added 160.32%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,640
shares
|
$484,070
0.06% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
7,631
shares
|
$483,500
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,600
shares
|
$481,536
0.17% of portfolio
|
Q1 2023
Reduced 3.8%
|