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 |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
475
shares
|
$30,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
462
shares
|
$29,272
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
452
shares
|
$28,638
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
425
shares
|
$26,928
0.0% of portfolio
|
Q1 2024
Reduced 93.78%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
418
shares
|
$26,484
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$25,344
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
386
shares
|
$24,456
0.01% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
325
shares
|
$20,592
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
322
shares
|
$20,401
0.0% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
313
shares
|
$19,831
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
300
shares
|
$19,008
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
297
shares
|
$18,817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
287
shares
|
$18,184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
273
shares
|
$17,297
0.0% of portfolio
|
Q1 2025
Added 27200.0%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
257
shares
|
$16,283
0.0% of portfolio
|
Q2 2024
Reduced 34.61%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
256
shares
|
$16,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
240
shares
|
$15,206
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
233
shares
|
$14,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
224
shares
|
$14,192
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
224
shares
|
$14,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
208
shares
|
$13,178
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
207
shares
|
$13,115
0.0% of portfolio
|
Q1 2025
Added 36.18%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
199
shares
|
$12,608
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
193
shares
|
$12,228
0.0% of portfolio
|
Q2 2022
Reduced 48.94%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
185
shares
|
$11,721
0.01% of portfolio
|
Q2 2022
New holding
|