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 180 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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
489,714
shares
|
$31 Million
0.05% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
476,233
shares
|
$30.2 Million
0.44% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
474,622
shares
|
$30.1 Million
6.55% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
464,097
shares
|
$29.4 Million
6.79% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
430,689
shares
|
$27.3 Million
0.72% of portfolio
|
Q3 2022
Added 24.71%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
400,443
shares
|
$25.4 Million
12.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
386,015
shares
|
$24.5 Million
5.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
371,728
shares
|
$23.6 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
356,723
shares
|
$22.6 Million
0.34% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
350,554
shares
|
$22.2 Million
0.06% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
349,978
shares
|
$22.2 Million
6.58% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
338,387
shares
|
$21.4 Million
2.3% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
333,431
shares
|
$21.1 Million
0.01% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
330,792
shares
|
$21 Million
0.03% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
326,326
shares
|
$20.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
324,386
shares
|
$20.6 Million
1.3% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
321,045
shares
|
$20.3 Million
0.7% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
318,985
shares
|
$20.2 Million
7.12% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
314,599
shares
|
$19.9 Million
3.22% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
302,041
shares
|
$19.1 Million
4.57% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
300,681
shares
|
$19.1 Million
0.27% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
296,408
shares
|
$18.8 Million
6.48% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
293,346
shares
|
$18.6 Million
8.24% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
291,655
shares
|
$18.5 Million
8.41% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
287,653
shares
|
$18.2 Million
1.92% of portfolio
|
Q1 2025
Reduced 25.26%
|