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 746 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 $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
70,448
shares
|
$4.72 Million
0.64% of portfolio
|
Q3 2025
Added 32.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
69,993
shares
|
$4.68 Million
0.1% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
69,625
shares
|
$4.66 Million
2.48% of portfolio
|
Q3 2025
Added 1224.68%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
68,655
shares
|
$4.6 Million
4.07% of portfolio
|
Q3 2022
Reduced 7.85%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
68,652
shares
|
$4.59 Million
2.74% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
67,637
shares
|
$4.53 Million
0.1% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
67,284
shares
|
$4.5 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
66,299
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2025
Added 88.8%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
65,701
shares
|
$4.4 Million
0.32% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
65,659
shares
|
$4.39 Million
0.52% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
65,289
shares
|
$4.37 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
65,141
shares
|
$4.36 Million
3.02% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
65,046
shares
|
$4.35 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
64,890
shares
|
$4.34 Million
0.26% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
64,148
shares
|
$4.29 Million
2.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
64,047
shares
|
$4.29 Million
0.16% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
63,543
shares
|
$4.25 Million
0.67% of portfolio
|
Q1 2024
Added 38.37%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
63,188
shares
|
$4.23 Million
0.3% of portfolio
|
Q3 2025
Reduced 43.63%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
62,912
shares
|
$4.21 Million
0.68% of portfolio
|
Q3 2025
Added 359.68%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
62,070
shares
|
$4.15 Million
3.11% of portfolio
|
Q4 2025
Added 5.21%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
62,002
shares
|
$4.15 Million
0.36% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
61,401
shares
|
$4.11 Million
0.91% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
60,653
shares
|
$4.06 Million
1.21% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
60,619
shares
|
$4.06 Million
0.12% of portfolio
|
Q3 2025
Added 85.33%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
60,300
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.07%
|
|