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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
7,452
shares
|
$472,158
0.01% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,346
shares
|
$465,442
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
7,046
shares
|
$446,434
0.06% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,996
shares
|
$443,266
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
6,989
shares
|
$442,823
0.06% of portfolio
|
Q2 2025
Added 51.41%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,917
shares
|
$438,261
0.06% of portfolio
|
Q3 2022
Reduced 28.55%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
6,776
shares
|
$429,327
0.19% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
6,758
shares
|
$428,186
0.1% of portfolio
|
Q1 2025
Added 71.22%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,584
shares
|
$417,162
0.06% of portfolio
|
Q4 2022
Reduced 7.71%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,584
shares
|
$417,162
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,539
shares
|
$414,311
0.08% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
6,517
shares
|
$412,917
0.2% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,448
shares
|
$408,545
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
6,446
shares
|
$408,418
0.16% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,430
shares
|
$407,404
0.27% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,171
shares
|
$390,994
0.08% of portfolio
|
Q4 2022
Added 32.11%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
6,135
shares
|
$388,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
6,130
shares
|
$388,396
0.22% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
6,120
shares
|
$387,763
0.02% of portfolio
|
Q2 2024
Added 22.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,104
shares
|
$386,749
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
6,093
shares
|
$386,052
0.11% of portfolio
|
Q2 2025
Reduced 39.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,952
shares
|
$377,118
0.01% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
5,860
shares
|
$371,289
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
5,855
shares
|
$370,972
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
5,797
shares
|
$367,297
0.07% of portfolio
|
Q1 2025
Reduced 9.83%
|