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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
39,778
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2025
Added 75.77%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
39,538
shares
|
$2.65 Million
0.44% of portfolio
|
Q3 2025
Added 56.04%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
39,521
shares
|
$2.65 Million
0.54% of portfolio
|
Q4 2025
Added 32.06%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
39,369
shares
|
$2.63 Million
0.25% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
38,834
shares
|
$2.6 Million
0.22% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
38,638
shares
|
$2.59 Million
0.84% of portfolio
|
Q4 2025
Reduced 2.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
38,581
shares
|
$2.58 Million
0.07% of portfolio
|
Q3 2025
Added 40.38%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
38,379
shares
|
$2.57 Million
0.36% of portfolio
|
Q1 2024
Added 4.21%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
38,086
shares
|
$2.55 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
38,064
shares
|
$2.55 Million
0.67% of portfolio
|
Q4 2022
Reduced 97.72%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
37,882
shares
|
$2.54 Million
1.12% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
37,633
shares
|
$2.52 Million
2.22% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
37,597
shares
|
$2.52 Million
1.49% of portfolio
|
Q3 2025
Added 35.58%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
37,377
shares
|
$2.5 Million
0.28% of portfolio
|
Q4 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
36,922
shares
|
$2.47 Million
0.07% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
36,636
shares
|
$2.45 Million
1.45% of portfolio
|
Q3 2025
Added 283.94%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
36,369
shares
|
$2.43 Million
0.79% of portfolio
|
Q3 2025
Added 20.68%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
36,364
shares
|
$2.43 Million
0.09% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
35,892
shares
|
$2.4 Million
1.28% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
35,703
shares
|
$2.39 Million
0.9% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
35,171
shares
|
$2.35 Million
0.18% of portfolio
|
Q3 2025
Added 159.93%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
34,618
shares
|
$2.32 Million
0.06% of portfolio
|
Q3 2025
Added 38.01%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
34,162
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
34,134
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2025
Added 27.58%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
34,034
shares
|
$2.28 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|