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 747 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
410
shares
|
$27,441
0.0% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
400
shares
|
$26,772
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
375
shares
|
$25,098
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
374
shares
|
$25,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
306
shares
|
$20,480
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
300
shares
|
$20,079
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
300
shares
|
$20,079
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
279
shares
|
$18,673
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
277
shares
|
$18,539
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
262
shares
|
$17,535
0.0% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
257
shares
|
$17,201
0.0% of portfolio
|
Q2 2024
Reduced 34.61%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
240
shares
|
$16,063
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
233
shares
|
$15,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
225
shares
|
$15,059
0.05% of portfolio
|
Q3 2025
Reduced 98.78%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
224
shares
|
$14,992
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
208
shares
|
$13,921
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
199
shares
|
$13,319
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
193
shares
|
$12,917
0.0% of portfolio
|
Q2 2022
Reduced 48.94%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
192
shares
|
$12,850
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
185
shares
|
$12,382
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
175
shares
|
$11,712
0.0% of portfolio
|
Q3 2025
Reduced 66.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
167
shares
|
$11,177
0.0% of portfolio
|
Q3 2025
Added 5466.67%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
158
shares
|
$10,574
0.0% of portfolio
|
Q2 2025
Reduced 69.14%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
142
shares
|
$9,504
0.0% of portfolio
|
Q3 2025
Added 115.15%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
134
shares
|
$8,968
0.0% of portfolio
|
Q3 2025
Reduced 98.92%
|
|