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 |
|---|---|---|---|---|---|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
5,777
shares
|
$366,030
0.24% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,757
shares
|
$364,763
0.1% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
5,746
shares
|
$364,066
0.14% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
5,709
shares
|
$361,722
0.16% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
5,659
shares
|
$358,554
0.15% of portfolio
|
Q2 2025
Added 977.9%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
5,633
shares
|
$356,906
0.18% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,603
shares
|
$355,006
0.15% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
5,589
shares
|
$354,119
0.26% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
5,549
shares
|
$351,584
0.09% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,507
shares
|
$348,923
0.37% of portfolio
|
Q4 2022
Added 2.72%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
5,491
shares
|
$347,909
0.05% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
5,485
shares
|
$347,529
0.08% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
5,479
shares
|
$347,149
0.02% of portfolio
|
Q1 2025
Reduced 98.29%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,461
shares
|
$346,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
5,451
shares
|
$345,375
0.32% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
5,364
shares
|
$339,863
0.27% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,345
shares
|
$338,659
0.04% of portfolio
|
Q2 2025
Reduced 42.77%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
5,307
shares
|
$336,251
0.0% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
5,258
shares
|
$333,146
0.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,236
shares
|
$331,752
0.24% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
5,230
shares
|
$331,372
0.02% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,096
shares
|
$322,882
0.16% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
5,054
shares
|
$320,221
0.28% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,022
shares
|
$318,193
0.08% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
5,000
shares
|
$316,800
0.01% of portfolio
|
Q1 2025
Reduced 11.3%
|