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 Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21,715
shares
|
$1.45 Million
1.13% of portfolio
|
Q2 2025
Added 33.11%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
21,675
shares
|
$1.45 Million
0.36% of portfolio
|
Q4 2025
Added 41.81%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
21,644
shares
|
$1.45 Million
0.7% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
21,609
shares
|
$1.45 Million
1.87% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
21,606
shares
|
$1.45 Million
0.24% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
21,427
shares
|
$1.43 Million
0.98% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
21,336
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2025
Reduced 75.31%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
21,219
shares
|
$1.42 Million
0.62% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
20,991
shares
|
$1.4 Million
0.97% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
20,522
shares
|
$1.37 Million
0.95% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
20,404
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Touchstone Capital, Inc.
|
Oct 27, 2025 Q3 2025 |
20,331
shares
|
$1.36 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
20,254
shares
|
$1.36 Million
1.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,223
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
19,956
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Advisor Resource Council
|
Nov 12, 2025 Q3 2025 |
19,848
shares
|
$1.33 Million
1.94% of portfolio
|
Q3 2025
Added 70.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,734
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
19,644
shares
|
$1.31 Million
5.71% of portfolio
|
Q3 2025
Reduced 48.7%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
19,529
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
19,500
shares
|
$1.31 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
19,265
shares
|
$1.29 Million
0.25% of portfolio
|
Q4 2025
Added 5.37%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
19,152
shares
|
$1.28 Million
0.39% of portfolio
|
Q4 2025
Added 1.46%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
19,096
shares
|
$1.28 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
19,020
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
18,931
shares
|
$1.27 Million
0.36% of portfolio
|
Q3 2025
Added 4.42%
|
|