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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
16,147
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 58.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
15,940
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
15,662
shares
|
$1.05 Million
1.18% of portfolio
|
Q3 2023
Added 2.92%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
15,658
shares
|
$1.05 Million
0.35% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
15,606
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
15,434
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
15,051
shares
|
$1.01 Million
0.67% of portfolio
|
Q3 2025
Reduced 31.56%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
14,937
shares
|
$999,733
0.0% of portfolio
|
Q3 2025
Added 44.14%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
14,906
shares
|
$997,658
0.34% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
14,688
shares
|
$983,067
0.69% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,636
shares
|
$979,587
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
14,621
shares
|
$978,583
0.44% of portfolio
|
Q1 2024
Reduced 5.96%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
14,591
shares
|
$976,575
0.46% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
14,566
shares
|
$974,902
0.55% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
14,544
shares
|
$973,429
0.08% of portfolio
|
Q4 2025
Added 3.74%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
14,193
shares
|
$949,937
0.06% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
14,167
shares
|
$948,197
0.21% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
14,155
shares
|
$947,394
0.05% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
14,154
shares
|
$947,327
0.37% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,039
shares
|
$939,630
0.15% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
13,960
shares
|
$934,342
0.15% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
13,799
shares
|
$923,567
0.01% of portfolio
|
Q3 2025
Added 2372.94%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
13,667
shares
|
$914,732
0.02% of portfolio
|
Q3 2025
Added 35.29%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,656
shares
|
$913,996
0.69% of portfolio
|
Q3 2025
Added 154.59%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
13,485
shares
|
$902,551
0.34% of portfolio
|
Q3 2025
Added 57.59%
|
|