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 693 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,686,574
shares
|
$1.35 Billion
0.56% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
16,242,132
shares
|
$926 Million
0.07% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,031,147
shares
|
$572 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
9,008,501
shares
|
$514 Million
0.12% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,027,474
shares
|
$401 Million
0.57% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
6,135,682
shares
|
$350 Million
0.1% of portfolio
|
Q4 2024
Added 30.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,640,003
shares
|
$322 Million
0.49% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,572,635
shares
|
$318 Million
0.03% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,580,297
shares
|
$261 Million
0.05% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,421,026
shares
|
$195 Million
0.07% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,403,022
shares
|
$194 Million
0.04% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,766,435
shares
|
$158 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,697,319
shares
|
$154 Million
0.32% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,572,894
shares
|
$147 Million
0.89% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
2,425,054
shares
|
$138 Million
0.48% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,274,345
shares
|
$130 Million
0.34% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
2,239,835
shares
|
$128 Million
1.95% of portfolio
|
Q4 2024
Reduced 98.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,085,798
shares
|
$119 Million
0.1% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,902,358
shares
|
$108 Million
0.71% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,759,159
shares
|
$100 Million
0.11% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,434,410
shares
|
$81.8 Million
0.01% of portfolio
|
Q4 2024
Added 27.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,320,075
shares
|
$75.3 Million
0.11% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,274,557
shares
|
$72.7 Million
0.21% of portfolio
|
Q1 2025
Added 91.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,185,165
shares
|
$67.6 Million
0.05% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
1,101,361
shares
|
$62.8 Million
3.57% of portfolio
|
Q1 2025
Reduced 1.31%
|