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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
18,781
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
18,607
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
18,555
shares
|
$1.24 Million
0.62% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
18,277
shares
|
$1.22 Million
1.25% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
18,249
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
18,222
shares
|
$1.22 Million
0.3% of portfolio
|
Q3 2025
Reduced 20.1%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
18,194
shares
|
$1.22 Million
0.85% of portfolio
|
Q3 2025
Added 3838.1%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
18,153
shares
|
$1.21 Million
0.85% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
17,942
shares
|
$1.2 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
17,870
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
17,859
shares
|
$1.2 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
17,705
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
17,613
shares
|
$1.18 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
17,332
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
17,317
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
17,240
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
17,207
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
17,161
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
17,018
shares
|
$1.14 Million
0.39% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
16,937
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2025
Reduced 18.23%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
16,935
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
16,763
shares
|
$1.12 Million
0.85% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
16,737
shares
|
$1.12 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
16,715
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2025
Added 40.49%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
16,328
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2025
Added 5.66%
|
|