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 747 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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
91,026
shares
|
$6.09 Million
1.84% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
90,364
shares
|
$6.05 Million
0.07% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
89,741
shares
|
$6.01 Million
2.62% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
89,194
shares
|
$5.97 Million
0.22% of portfolio
|
Q1 2025
Added 92.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
88,680
shares
|
$5.94 Million
0.06% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
88,284
shares
|
$5.91 Million
1.81% of portfolio
|
Q3 2025
Added 43.18%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
87,904
shares
|
$5.88 Million
0.57% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
86,462
shares
|
$5.79 Million
2.38% of portfolio
|
Q4 2022
Reduced 7.04%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
83,487
shares
|
$5.59 Million
0.81% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
80,485
shares
|
$5.39 Million
0.33% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
80,338
shares
|
$5.38 Million
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
80,094
shares
|
$5.36 Million
0.15% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
80,000
shares
|
$5.35 Million
0.05% of portfolio
|
Q3 2025
Added 15.94%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
79,863
shares
|
$5.35 Million
2.29% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
78,468
shares
|
$5.25 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
77,372
shares
|
$5.18 Million
0.38% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
76,936
shares
|
$5.15 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
76,765
shares
|
$5.14 Million
1.85% of portfolio
|
Q3 2025
Reduced 20.26%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Oct 09, 2025 Q3 2025 |
75,986
shares
|
$5.09 Million
3.45% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
75,352
shares
|
$5.04 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
75,141
shares
|
$5.03 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
73,910
shares
|
$4.95 Million
3.36% of portfolio
|
Q3 2025
Added 18.56%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
72,835
shares
|
$4.87 Million
0.11% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
72,762
shares
|
$4.87 Million
0.12% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
71,359
shares
|
$4.78 Million
0.24% of portfolio
|
Q4 2023
Reduced 8.15%
|
|