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 745 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
27,596,346
shares
|
$1.85 Billion
0.58% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
19,212,352
shares
|
$1.29 Billion
0.08% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
11,042,125
shares
|
$739 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10,199,657
shares
|
$683 Million
0.14% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
7,790,897
shares
|
$521 Million
0.13% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,027,474
shares
|
$470 Million
0.57% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,992,315
shares
|
$468 Million
0.03% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,740,264
shares
|
$384 Million
0.06% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,518,630
shares
|
$369 Million
0.48% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,906,017
shares
|
$328 Million
0.1% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,153,645
shares
|
$278 Million
0.05% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,627,446
shares
|
$243 Million
0.36% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
3,500,974
shares
|
$234 Million
0.29% of portfolio
|
Q3 2025
Added 25.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,810,099
shares
|
$188 Million
0.13% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,766,435
shares
|
$185 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,641,758
shares
|
$177 Million
0.88% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,590,920
shares
|
$173 Million
0.48% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,440,958
shares
|
$163 Million
0.87% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,397,191
shares
|
$160 Million
0.15% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,707,049
shares
|
$114 Million
0.01% of portfolio
|
Q3 2025
Added 21.15%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,592,895
shares
|
$107 Million
0.15% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,445,301
shares
|
$96.7 Million
0.23% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,407,827
shares
|
$94.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,403,214
shares
|
$93.9 Million
0.28% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,309,827
shares
|
$87.7 Million
0.05% of portfolio
|
Q3 2025
Added 4.91%
|
|