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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
116,666
shares
|
$7.39 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
114,863
shares
|
$7.28 Million
0.28% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
113,678
shares
|
$7.2 Million
0.98% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
113,398
shares
|
$7.18 Million
0.01% of portfolio
|
Q1 2025
Added 54.73%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
113,088
shares
|
$7.17 Million
7.09% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
112,932
shares
|
$7.16 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
112,824
shares
|
$7.15 Million
0.0% of portfolio
|
Q1 2025
Added 45.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
112,263
shares
|
$7.11 Million
0.18% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
112,087
shares
|
$7.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
108,462
shares
|
$6.87 Million
0.92% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
108,091
shares
|
$6.85 Million
1.72% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
108,079
shares
|
$6.85 Million
4.56% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
106,954
shares
|
$6.78 Million
3.09% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
105,275
shares
|
$6.67 Million
2.21% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
104,757
shares
|
$6.64 Million
4.42% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
103,523
shares
|
$6.56 Million
3.09% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
103,190
shares
|
$6.54 Million
5.37% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
102,354
shares
|
$6.49 Million
0.84% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
101,759
shares
|
$6.45 Million
3.01% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
100,323
shares
|
$6.36 Million
0.56% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
99,347
shares
|
$6.29 Million
0.26% of portfolio
|
Q1 2025
Added 133.66%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
98,444
shares
|
$6.24 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
97,601
shares
|
$6.18 Million
6.07% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
97,573
shares
|
$6.18 Million
5.08% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
97,113
shares
|
$6.15 Million
1.98% of portfolio
|
Q1 2025
Reduced 0.56%
|