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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
204,638
shares
|
$13 Million
0.69% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
195,898
shares
|
$12.4 Million
3.39% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
195,734
shares
|
$12.4 Million
0.65% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
195,146
shares
|
$12.4 Million
3.35% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
195,077
shares
|
$12.4 Million
0.91% of portfolio
|
Q1 2025
Added 102.73%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
194,715
shares
|
$12.3 Million
0.17% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Apr 22, 2025 Q1 2025 |
193,146
shares
|
$12.2 Million
17.48% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
184,334
shares
|
$11.7 Million
6.68% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
182,524
shares
|
$11.6 Million
0.67% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
182,417
shares
|
$11.6 Million
0.61% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
181,580
shares
|
$11.5 Million
5.25% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
179,753
shares
|
$11.4 Million
0.86% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
177,732
shares
|
$11.3 Million
1.29% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
176,967
shares
|
$11.2 Million
3.68% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
174,858
shares
|
$11.1 Million
6.29% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
174,595
shares
|
$11.1 Million
0.3% of portfolio
|
Q4 2024
Added 46.49%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
172,932
shares
|
$11 Million
1.5% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
171,783
shares
|
$10.9 Million
0.28% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
171,103
shares
|
$10.8 Million
3.11% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
167,108
shares
|
$10.6 Million
2.24% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
158,537
shares
|
$10 Million
5.17% of portfolio
|
Q1 2025
Added 23.15%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
158,062
shares
|
$10 Million
4.74% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
156,483
shares
|
$9.91 Million
4.55% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
150,197
shares
|
$9.52 Million
1.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
150,079
shares
|
$9.51 Million
0.29% of portfolio
|
Q1 2025
Added 10.94%
|