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 |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
59,903
shares
|
$4.01 Million
1.24% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
59,849
shares
|
$4.01 Million
0.27% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
59,767
shares
|
$4 Million
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
58,482
shares
|
$3.91 Million
0.08% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
57,823
shares
|
$3.87 Million
0.03% of portfolio
|
Q4 2025
Added 2.94%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
56,832
shares
|
$3.8 Million
3.76% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
56,613
shares
|
$3.79 Million
0.48% of portfolio
|
Q3 2025
Reduced 16.27%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
54,685
shares
|
$3.66 Million
1.06% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
54,650
shares
|
$3.66 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
54,270
shares
|
$3.63 Million
0.5% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
53,780
shares
|
$3.6 Million
0.26% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
53,627
shares
|
$3.59 Million
1.7% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
53,570
shares
|
$3.59 Million
0.37% of portfolio
|
Q4 2025
Added 0.94%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
53,242
shares
|
$3.56 Million
1.61% of portfolio
|
Q3 2025
Added 944.78%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
52,207
shares
|
$3.49 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
52,178
shares
|
$3.49 Million
0.14% of portfolio
|
Q4 2025
Reduced 3.39%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
51,679
shares
|
$3.46 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
51,473
shares
|
$3.45 Million
3.5% of portfolio
|
Q4 2025
Reduced 8.09%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
51,312
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
51,231
shares
|
$3.43 Million
1.36% of portfolio
|
Q3 2025
Added 81.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
51,209
shares
|
$3.43 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
51,124
shares
|
$3.42 Million
0.04% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,790
shares
|
$3.4 Million
0.68% of portfolio
|
Q1 2024
Added 211.4%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
50,629
shares
|
$3.39 Million
1.04% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
49,965
shares
|
$3.34 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.11%
|
|