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 |
|---|---|---|---|---|---|
|
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
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
33,698
shares
|
$2.26 Million
0.77% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
33,394
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Added 3170.71%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
33,016
shares
|
$2.21 Million
1.62% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
32,847
shares
|
$2.2 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
32,266
shares
|
$2.16 Million
1.69% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
31,750
shares
|
$2.13 Million
0.11% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
31,173
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
31,125
shares
|
$2.08 Million
0.72% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
31,014
shares
|
$2.08 Million
0.44% of portfolio
|
Q3 2025
Added 20.08%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
30,967
shares
|
$2.07 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
29,426
shares
|
$1.97 Million
0.43% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
29,380
shares
|
$1.97 Million
0.29% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
29,008
shares
|
$1.94 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
28,959
shares
|
$1.94 Million
0.69% of portfolio
|
Q4 2025
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
28,659
shares
|
$1.92 Million
1.64% of portfolio
|
Q3 2025
Reduced 22.74%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
28,247
shares
|
$1.89 Million
0.26% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
28,206
shares
|
$1.89 Million
0.11% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
28,082
shares
|
$1.88 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
28,010
shares
|
$1.87 Million
0.23% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
27,536
shares
|
$1.84 Million
0.09% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
27,178
shares
|
$1.82 Million
0.16% of portfolio
|
Q3 2025
Added 23.42%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
27,026
shares
|
$1.81 Million
0.97% of portfolio
|
Q3 2025
Reduced 66.48%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
26,056
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
25,915
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|