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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
149,551
shares
|
$9.48 Million
1.93% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
144,621
shares
|
$9.16 Million
3.02% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
142,054
shares
|
$9 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
140,573
shares
|
$8.91 Million
0.19% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
140,000
shares
|
$8.87 Million
0.13% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
136,687
shares
|
$8.66 Million
1.66% of portfolio
|
Q1 2025
Added 143.97%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
135,455
shares
|
$8.58 Million
0.28% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
135,196
shares
|
$8.57 Million
4.92% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
135,142
shares
|
$8.56 Million
3.71% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
134,022
shares
|
$8.49 Million
6.48% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
133,408
shares
|
$8.45 Million
2.72% of portfolio
|
Q1 2025
Added 939.73%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
130,844
shares
|
$8.29 Million
1.13% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
129,850
shares
|
$8.23 Million
0.53% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
129,514
shares
|
$8.21 Million
5.94% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
125,349
shares
|
$7.94 Million
2.59% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Apr 29, 2025 Q1 2025 |
125,219
shares
|
$7.93 Million
6.65% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
124,546
shares
|
$7.89 Million
0.03% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
123,630
shares
|
$7.83 Million
3.53% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
123,229
shares
|
$7.81 Million
1.68% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
120,468
shares
|
$7.63 Million
4.26% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
119,642
shares
|
$7.58 Million
8.19% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
119,411
shares
|
$7.57 Million
0.39% of portfolio
|
Q1 2025
Added 32.55%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
118,617
shares
|
$7.52 Million
0.77% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
117,227
shares
|
$7.43 Million
0.04% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
116,908
shares
|
$7.41 Million
0.51% of portfolio
|
Q4 2022
Reduced 28.24%
|