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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
107,716
shares
|
$7.21 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
107,127
shares
|
$7.17 Million
2.04% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
106,899
shares
|
$7.15 Million
5.55% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
106,352
shares
|
$7.12 Million
3.13% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
105,859
shares
|
$7.09 Million
3.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
104,632
shares
|
$7 Million
2.96% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
103,849
shares
|
$6.95 Million
6.2% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
103,630
shares
|
$6.94 Million
4.34% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
102,606
shares
|
$6.87 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
101,840
shares
|
$6.82 Million
1.34% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
100,725
shares
|
$6.74 Million
0.37% of portfolio
|
Q3 2025
Added 25.97%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
100,649
shares
|
$6.74 Million
5.22% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
99,979
shares
|
$6.69 Million
1.37% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
98,149
shares
|
$6.57 Million
5.85% of portfolio
|
Q3 2025
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Oct 08, 2025 Q3 2025 |
95,944
shares
|
$6.42 Million
5.53% of portfolio
|
Q3 2025
Reduced 28.41%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
95,776
shares
|
$6.41 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
94,699
shares
|
$6.34 Million
0.8% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
93,894
shares
|
$6.28 Million
0.67% of portfolio
|
Q3 2025
Added 131.28%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
93,411
shares
|
$6.25 Million
0.05% of portfolio
|
Q3 2025
Added 33.49%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
92,181
shares
|
$6.17 Million
0.17% of portfolio
|
Q3 2025
Reduced 35.78%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
91,744
shares
|
$6.14 Million
0.22% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
91,483
shares
|
$6.12 Million
0.09% of portfolio
|
Q3 2025
Added 62.07%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
91,383
shares
|
$6.12 Million
0.12% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
91,144
shares
|
$6.1 Million
4.87% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
91,026
shares
|
$6.09 Million
1.84% of portfolio
|
Q1 2025
Added 14.27%
|
|