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 |
|---|---|---|---|---|---|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,224
shares
|
$267,632
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
4,135
shares
|
$261,993
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
4,129
shares
|
$261,613
0.13% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
4,125
shares
|
$261,360
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,096
shares
|
$259,522
0.0% of portfolio
|
Q1 2025
Reduced 69.67%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
4,051
shares
|
$256,671
0.03% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
4,037
shares
|
$255,784
0.04% of portfolio
|
Q2 2024
Added 72.74%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4,024
shares
|
$254,960
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
4,017
shares
|
$254,517
0.03% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
4,006
shares
|
$253,820
0.09% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,990
shares
|
$252,806
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,926
shares
|
$248,751
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
3,900
shares
|
$247,104
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
3,896
shares
|
$246,850
0.19% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
3,793
shares
|
$240,324
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
3,792
shares
|
$240,261
0.07% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,775
shares
|
$239,184
0.05% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
3,700
shares
|
$234,432
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
3,668
shares
|
$232,404
0.1% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,665
shares
|
$232,214
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,665
shares
|
$232,214
0.02% of portfolio
|
Q4 2022
Reduced 10.15%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,625
shares
|
$229,680
0.04% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,575
shares
|
$226,512
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
3,550
shares
|
$224,928
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,545
shares
|
$224,611
0.0% of portfolio
|
Q2 2025
Added 277.13%
|