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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
96,843
shares
|
$6.14 Million
0.24% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
96,264
shares
|
$6.1 Million
2.04% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
95,661
shares
|
$6.06 Million
0.54% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
95,535
shares
|
$6.05 Million
0.25% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
95,491
shares
|
$6.05 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
94,870
shares
|
$6.01 Million
4.4% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
94,754
shares
|
$6 Million
0.09% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
91,981
shares
|
$5.83 Million
0.11% of portfolio
|
Q1 2025
Added 26.86%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
91,647
shares
|
$5.81 Million
0.2% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
91,026
shares
|
$5.77 Million
1.84% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
89,922
shares
|
$5.7 Million
2.65% of portfolio
|
Q1 2025
Added 12.85%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
89,741
shares
|
$5.69 Million
2.62% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
89,600
shares
|
$5.68 Million
0.54% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
89,541
shares
|
$5.67 Million
0.17% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
89,521
shares
|
$5.67 Million
0.15% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
89,194
shares
|
$5.65 Million
0.22% of portfolio
|
Q1 2025
Added 92.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
88,680
shares
|
$5.62 Million
0.06% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
87,977
shares
|
$5.57 Million
0.17% of portfolio
|
Q2 2025
Reduced 32.3%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
86,936
shares
|
$5.51 Million
2.5% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
86,462
shares
|
$5.48 Million
2.38% of portfolio
|
Q4 2022
Reduced 7.04%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
85,493
shares
|
$5.42 Million
0.16% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
85,278
shares
|
$5.4 Million
3.05% of portfolio
|
Q2 2025
Added 106.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
83,944
shares
|
$5.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
83,835
shares
|
$5.31 Million
3.89% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
82,306
shares
|
$5.21 Million
0.78% of portfolio
|
Q2 2025
Added 20.14%
|