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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
13,354
shares
|
$893,783
0.11% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
13,200
shares
|
$883,476
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
13,093
shares
|
$876,314
0.08% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
12,977
shares
|
$868,550
0.29% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
12,657
shares
|
$847,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
12,641
shares
|
$846,062
0.35% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
12,638
shares
|
$845,861
0.05% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
12,630
shares
|
$845,325
0.44% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
12,557
shares
|
$840,440
0.03% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
12,479
shares
|
$835,219
0.4% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
12,444
shares
|
$832,876
0.27% of portfolio
|
Q3 2025
Reduced 58.75%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
12,268
shares
|
$821,097
0.1% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
12,174
shares
|
$814,805
0.54% of portfolio
|
Q4 2025
Added 5.4%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
12,006
shares
|
$803,561
0.02% of portfolio
|
Q4 2023
Reduced 16.21%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
11,619
shares
|
$777,659
0.21% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
11,596
shares
|
$776,120
0.04% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
11,588
shares
|
$775,584
0.04% of portfolio
|
Q3 2025
Reduced 85.17%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
11,553
shares
|
$773,242
0.3% of portfolio
|
Q3 2025
Added 21.8%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,217
shares
|
$750,753
0.18% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
11,135
shares
|
$745,265
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
11,024
shares
|
$737,836
0.01% of portfolio
|
Q4 2025
Reduced 10.74%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
10,856
shares
|
$726,592
0.03% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
10,694
shares
|
$715,749
0.29% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
10,525
shares
|
$704,438
0.06% of portfolio
|
Q3 2023
Reduced 20.94%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
10,488
shares
|
$701,961
0.12% of portfolio
|
Q3 2025
Reduced 7.24%
|
|