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 748 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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
10,159
shares
|
$679,941
0.06% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,817
shares
|
$657,051
0.0% of portfolio
|
Q3 2025
Added 73.54%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
9,814
shares
|
$656,851
0.51% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,805
shares
|
$656,248
0.03% of portfolio
|
Q3 2025
Added 19.31%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
9,634
shares
|
$644,803
0.3% of portfolio
|
Q3 2025
Added 33.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
9,568
shares
|
$640,386
0.01% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
9,449
shares
|
$632,421
0.04% of portfolio
|
Q3 2025
Reduced 49.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,367
shares
|
$626,933
0.0% of portfolio
|
Q3 2025
Reduced 66.68%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
9,304
shares
|
$622,716
0.44% of portfolio
|
Q4 2025
Reduced 5.58%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
9,298
shares
|
$622,315
0.16% of portfolio
|
Q3 2025
Reduced 54.22%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
9,268
shares
|
$620,307
0.08% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,236
shares
|
$618,165
0.02% of portfolio
|
Q3 2025
Added 62.72%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
9,076
shares
|
$607,456
0.1% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
9,015
shares
|
$603,373
0.26% of portfolio
|
Q3 2025
Added 46.54%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
8,890
shares
|
$595,007
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
8,862
shares
|
$593,133
0.0% of portfolio
|
Q3 2025
Reduced 37.19%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
8,858
shares
|
$592,865
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,765
shares
|
$586,641
0.01% of portfolio
|
Q3 2025
Reduced 28.6%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,653
shares
|
$579,145
0.14% of portfolio
|
Q2 2022
Added 6.85%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
8,648
shares
|
$578,810
0.24% of portfolio
|
Q4 2025
Added 7.99%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
8,335
shares
|
$557,861
0.23% of portfolio
|
Q4 2024
Added 83.43%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
8,274
shares
|
$553,778
0.25% of portfolio
|
Q1 2023
Reduced 9.18%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
8,207
shares
|
$549,294
0.01% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
8,122
shares
|
$543,605
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
8,089
shares
|
$541,396
0.73% of portfolio
|
Q4 2025
Reduced 6.52%
|
|