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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
7,990
shares
|
$534,770
0.17% of portfolio
|
Q4 2025
Reduced 12.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
7,938
shares
|
$531,290
0.0% of portfolio
|
Q3 2025
Reduced 62.43%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,862
shares
|
$526,203
0.02% of portfolio
|
Q3 2025
Added 98.23%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
7,740
shares
|
$518,038
0.21% of portfolio
|
Q3 2025
Reduced 24.74%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
7,673
shares
|
$513,553
0.03% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
7,664
shares
|
$512,951
0.04% of portfolio
|
Q3 2025
Added 63.48%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
7,640
shares
|
$511,345
0.06% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,634
shares
|
$510,943
0.01% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
7,604
shares
|
$508,935
0.32% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,600
shares
|
$508,668
0.17% of portfolio
|
Q1 2023
Reduced 3.8%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,585
shares
|
$507,664
0.18% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
7,511
shares
|
$502,711
0.12% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
7,495
shares
|
$501,640
0.11% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
7,482
shares
|
$500,770
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
7,366
shares
|
$493,006
0.2% of portfolio
|
Q3 2025
Added 30.16%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
7,365
shares
|
$492,939
0.36% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
7,360
shares
|
$492,604
0.02% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
7,334
shares
|
$490,864
0.17% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,320
shares
|
$489,927
0.01% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
7,275
shares
|
$486,915
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
7,227
shares
|
$483,703
0.03% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
7,182
shares
|
$480,691
0.03% of portfolio
|
Q3 2025
Reduced 26.45%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
7,064
shares
|
$472,793
0.0% of portfolio
|
Q2 2025
Reduced 28.09%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
7,046
shares
|
$471,588
0.05% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,996
shares
|
$468,242
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|