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 |
|---|---|---|---|---|---|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,988
shares
|
$316,039
0.19% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,903
shares
|
$310,654
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,845
shares
|
$306,979
0.09% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
4,825
shares
|
$305,712
0.17% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,789
shares
|
$303,431
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
4,770
shares
|
$302,227
0.26% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,748
shares
|
$300,833
0.02% of portfolio
|
Q1 2025
Added 90.07%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
4,722
shares
|
$299,185
0.05% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
4,709
shares
|
$298,362
0.14% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,693
shares
|
$297,348
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
4,687
shares
|
$296,968
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
4,671
shares
|
$295,954
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,659
shares
|
$295,194
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,600
shares
|
$291,456
0.0% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,500
shares
|
$285,120
0.0% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
4,495
shares
|
$284,803
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,432
shares
|
$280,811
0.01% of portfolio
|
Q1 2025
Added 39.15%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
4,431
shares
|
$280,748
0.07% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,410
shares
|
$279,417
0.02% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
4,364
shares
|
$276,503
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
4,359
shares
|
$276,186
0.08% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
4,323
shares
|
$273,905
0.19% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
4,301
shares
|
$272,511
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
4,235
shares
|
$268,329
0.16% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
4,231
shares
|
$268,076
0.0% of portfolio
|
Q1 2025
Added 11.37%
|