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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
82,014
shares
|
$5.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,338
shares
|
$5.09 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
80,156
shares
|
$5.08 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
79,475
shares
|
$5.04 Million
0.06% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
78,411
shares
|
$4.97 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
78,119
shares
|
$4.95 Million
0.88% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
76,926
shares
|
$4.87 Million
2.32% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
75,564
shares
|
$4.79 Million
0.28% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
75,246
shares
|
$4.77 Million
0.02% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
74,854
shares
|
$4.74 Million
1.55% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
74,518
shares
|
$4.72 Million
0.5% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
73,963
shares
|
$4.69 Million
0.65% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
72,565
shares
|
$4.6 Million
0.49% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
71,944
shares
|
$4.56 Million
0.34% of portfolio
|
Q1 2025
Added 97.64%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
71,860
shares
|
$4.55 Million
0.04% of portfolio
|
Q1 2025
Added 55.68%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
71,815
shares
|
$4.55 Million
0.16% of portfolio
|
Q1 2025
Added 38.58%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
71,511
shares
|
$4.53 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,359
shares
|
$4.52 Million
0.24% of portfolio
|
Q4 2023
Reduced 8.15%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
70,574
shares
|
$4.47 Million
0.61% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
70,237
shares
|
$4.45 Million
0.36% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
69,542
shares
|
$4.41 Million
2.91% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
69,000
shares
|
$4.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
68,655
shares
|
$4.35 Million
4.07% of portfolio
|
Q3 2022
Reduced 7.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
68,012
shares
|
$4.31 Million
0.13% of portfolio
|
Q1 2025
Added 41.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
67,518
shares
|
$4.28 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.17%
|