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 |
|---|---|---|---|---|---|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
3,496
shares
|
$221,506
0.04% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
3,432
shares
|
$217,451
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
3,427
shares
|
$217,134
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
3,425
shares
|
$217,008
0.09% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,333
shares
|
$211,178
0.15% of portfolio
|
Q4 2024
Reduced 29.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,127
shares
|
$198,126
0.01% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
3,127
shares
|
$198,126
0.0% of portfolio
|
Q1 2025
Added 55.73%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,018
shares
|
$191,220
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,926
shares
|
$185,391
0.06% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,906
shares
|
$184,124
0.12% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,800
shares
|
$177,408
0.01% of portfolio
|
Q3 2022
Added 12.77%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
2,734
shares
|
$173,226
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,494
shares
|
$158,019
0.02% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,130
shares
|
$134,956
0.02% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
2,108
shares
|
$133,562
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
2,062
shares
|
$130,648
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,909
shares
|
$120,954
0.0% of portfolio
|
Q1 2025
Added 111.88%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,839
shares
|
$116,519
0.08% of portfolio
|
Q1 2025
Reduced 61.91%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,750
shares
|
$110,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,710
shares
|
$108,345
0.09% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,600
shares
|
$101,376
0.02% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,370
shares
|
$86,803
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,286
shares
|
$81,480
0.03% of portfolio
|
Q1 2025
Added 35.51%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,258
shares
|
$79,706
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,120
shares
|
$70,963
0.02% of portfolio
|
Q1 2024
Reduced 7.28%
|