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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
275,153
shares
|
$17.4 Million
1.19% of portfolio
|
Q1 2025
Added 29.71%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
261,635
shares
|
$16.6 Million
1.83% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
257,311
shares
|
$16.3 Million
7.46% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
255,623
shares
|
$16.2 Million
0.06% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
242,829
shares
|
$15.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
241,841
shares
|
$15.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
237,341
shares
|
$15 Million
0.84% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
233,307
shares
|
$14.8 Million
2.38% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
232,962
shares
|
$14.8 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
230,736
shares
|
$14.6 Million
4.69% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
228,237
shares
|
$14.5 Million
1.26% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
226,879
shares
|
$14.4 Million
9.73% of portfolio
|
Q1 2025
Added 25.29%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
225,535
shares
|
$14.3 Million
1.98% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
221,996
shares
|
$14.1 Million
4.22% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
217,793
shares
|
$13.8 Million
4.78% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
216,998
shares
|
$13.7 Million
3.43% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
216,805
shares
|
$13.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
216,451
shares
|
$13.7 Million
0.31% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
212,404
shares
|
$13.5 Million
1.75% of portfolio
|
Q1 2025
Added 96.78%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
212,224
shares
|
$13.4 Million
1.77% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
211,714
shares
|
$13.4 Million
2.21% of portfolio
|
Q1 2025
Added 189.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
208,946
shares
|
$13.2 Million
0.03% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
207,911
shares
|
$13.2 Million
0.49% of portfolio
|
Q1 2025
Added 69.87%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
206,604
shares
|
$13.1 Million
8.79% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
205,395
shares
|
$13 Million
0.58% of portfolio
|
Q1 2025
Reduced 8.31%
|