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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
164,078
shares
|
$11 Million
0.64% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
161,408
shares
|
$10.8 Million
1.77% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
160,616
shares
|
$10.8 Million
4.65% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
157,437
shares
|
$10.5 Million
0.4% of portfolio
|
Q3 2025
Added 47.13%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
156,957
shares
|
$10.5 Million
1.34% of portfolio
|
Q3 2025
Added 38.07%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
156,653
shares
|
$10.5 Million
2.28% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
154,170
shares
|
$10.3 Million
1.5% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
152,368
shares
|
$10.2 Million
0.13% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
147,923
shares
|
$9.9 Million
3.89% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
145,862
shares
|
$9.76 Million
4.72% of portfolio
|
Q3 2025
Reduced 7.84%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
144,052
shares
|
$9.64 Million
0.19% of portfolio
|
Q3 2025
Added 20.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
142,590
shares
|
$9.54 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
142,187
shares
|
$9.52 Million
3.86% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
140,922
shares
|
$9.43 Million
0.69% of portfolio
|
Q3 2025
Added 115.2%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
140,889
shares
|
$9.43 Million
4.75% of portfolio
|
Q3 2025
Added 65.21%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
139,349
shares
|
$9.33 Million
2.25% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
136,150
shares
|
$9.11 Million
4.42% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
135,470
shares
|
$9.07 Million
2.8% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
135,368
shares
|
$9.06 Million
0.13% of portfolio
|
Q3 2025
Added 49.05%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
134,722
shares
|
$9.02 Million
0.2% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
133,337
shares
|
$8.92 Million
3.38% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
133,214
shares
|
$8.92 Million
0.78% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
131,927
shares
|
$8.83 Million
0.42% of portfolio
|
Q2 2024
Reduced 43.97%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
131,741
shares
|
$8.82 Million
1.17% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
131,299
shares
|
$8.79 Million
0.15% of portfolio
|
Q3 2025
Added 7.22%
|
|