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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
25,704
shares
|
$1.72 Million
1.19% of portfolio
|
Q3 2025
Added 18.37%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
25,630
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2025
Added 29.31%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
25,585
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Added 80.52%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
25,569
shares
|
$1.71 Million
0.19% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
25,222
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
24,855
shares
|
$1.66 Million
0.49% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
24,832
shares
|
$1.66 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
24,791
shares
|
$1.66 Million
0.44% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
24,488
shares
|
$1.64 Million
0.39% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
24,318
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2025
Reduced 15.12%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
24,289
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
23,946
shares
|
$1.6 Million
0.3% of portfolio
|
Q3 2025
Reduced 23.05%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
23,914
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 21.42%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
23,789
shares
|
$1.59 Million
1.72% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
23,301
shares
|
$1.56 Million
0.56% of portfolio
|
Q4 2025
Added 25.4%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
23,178
shares
|
$1.55 Million
0.37% of portfolio
|
Q4 2025
Added 3.12%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
23,136
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2025
Added 30.56%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
22,946
shares
|
$1.54 Million
0.77% of portfolio
|
Q3 2025
Added 59.87%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
22,917
shares
|
$1.53 Million
0.4% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
22,662
shares
|
$1.52 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
22,607
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
22,512
shares
|
$1.51 Million
0.64% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
22,424
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
22,315
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
22,065
shares
|
$1.48 Million
1.02% of portfolio
|
Q4 2025
Added 1.03%
|
|