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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,024
shares
|
$64,880
0.0% of portfolio
|
Q2 2024
Reduced 7.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,000
shares
|
$63,360
0.01% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,000
shares
|
$63,360
0.0% of portfolio
|
Q1 2025
Reduced 41.31%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
969
shares
|
$61,395
0.01% of portfolio
|
Q2 2023
Added 13.47%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
925
shares
|
$58,608
0.0% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
913
shares
|
$57,847
0.08% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
837
shares
|
$53,032
0.0% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
815
shares
|
$51,638
0.01% of portfolio
|
Q4 2022
Reduced 42.48%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
806
shares
|
$51,068
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
748
shares
|
$47,393
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
676
shares
|
$42,831
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
674
shares
|
$42,704
0.01% of portfolio
|
Q1 2025
Added 224.04%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
657
shares
|
$41,627
0.04% of portfolio
|
Q1 2025
Reduced 58.13%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
649
shares
|
$41,120
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
648
shares
|
$41,057
0.02% of portfolio
|
Q2 2025
Added 34.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
634
shares
|
$40,170
0.01% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
615
shares
|
$38,966
0.01% of portfolio
|
Q4 2024
Added 105.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
612
shares
|
$38,776
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
600
shares
|
$38,016
0.0% of portfolio
|
Q3 2023
Reduced 43.4%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
558
shares
|
$35,354
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
549
shares
|
$34,784
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
512
shares
|
$32,440
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
512
shares
|
$32,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
500
shares
|
$31,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
491
shares
|
$31,109
0.0% of portfolio
|
Q1 2025
New holding
|