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 |
|---|---|---|---|---|---|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
49,540
shares
|
$3.32 Million
1.4% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
49,215
shares
|
$3.29 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
48,353
shares
|
$3.24 Million
1.27% of portfolio
|
Q3 2025
Added 185.4%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
48,203
shares
|
$3.23 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
47,778
shares
|
$3.2 Million
1.0% of portfolio
|
Q3 2025
Added 42.67%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
47,645
shares
|
$3.19 Million
1.22% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
47,469
shares
|
$3.18 Million
1.08% of portfolio
|
Q4 2025
Added 14.96%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
47,452
shares
|
$3.18 Million
0.63% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
45,484
shares
|
$3.04 Million
0.06% of portfolio
|
Q1 2024
Reduced 41.69%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
45,269
shares
|
$3.03 Million
1.22% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
45,256
shares
|
$3.03 Million
1.44% of portfolio
|
Q3 2025
Added 214.78%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
44,165
shares
|
$2.96 Million
1.13% of portfolio
|
Q4 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
44,120
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Added 229.67%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
43,622
shares
|
$2.92 Million
2.42% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
43,498
shares
|
$2.91 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
43,437
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Added 83.19%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,170
shares
|
$2.89 Million
0.17% of portfolio
|
Q3 2023
Reduced 67.61%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
42,868
shares
|
$2.87 Million
1.43% of portfolio
|
Q2 2024
Reduced 68.62%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
42,499
shares
|
$2.84 Million
0.72% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
41,670
shares
|
$2.79 Million
0.1% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
41,023
shares
|
$2.75 Million
1.14% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
40,902
shares
|
$2.74 Million
0.22% of portfolio
|
Q3 2025
Reduced 41.77%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
40,274
shares
|
$2.7 Million
0.7% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
40,211
shares
|
$2.69 Million
2.12% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
39,885
shares
|
$2.67 Million
0.98% of portfolio
|
Q4 2025
Reduced 9.77%
|
|