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 746 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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
216,805
shares
|
$14.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
213,917
shares
|
$14.3 Million
1.72% of portfolio
|
Q3 2025
Added 46.79%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
212,166
shares
|
$14.2 Million
0.68% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
208,328
shares
|
$13.9 Million
0.5% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
207,596
shares
|
$13.9 Million
0.6% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
203,860
shares
|
$13.6 Million
3.28% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
201,619
shares
|
$13.5 Million
3.01% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
199,995
shares
|
$13.4 Million
0.19% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
199,703
shares
|
$13.4 Million
2.77% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
198,075
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2025
Added 39.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
196,566
shares
|
$13.2 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
195,898
shares
|
$13.1 Million
3.39% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
193,425
shares
|
$12.9 Million
0.16% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
193,359
shares
|
$12.9 Million
1.44% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
184,294
shares
|
$12.3 Million
6.13% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
181,672
shares
|
$12.2 Million
0.84% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
181,441
shares
|
$12.1 Million
0.62% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
180,924
shares
|
$12.1 Million
0.3% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
180,676
shares
|
$12.1 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
178,406
shares
|
$11.9 Million
1.02% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
177,134
shares
|
$11.9 Million
3.65% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
173,824
shares
|
$11.6 Million
5.45% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
172,060
shares
|
$11.5 Million
3.06% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2025 Q3 2025 |
168,847
shares
|
$11.3 Million
4.65% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
165,130
shares
|
$11.1 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.17%
|
|