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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,917
shares
|
$462,954
0.06% of portfolio
|
Q3 2022
Reduced 28.55%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
6,907
shares
|
$462,285
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
6,906
shares
|
$462,218
0.33% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
6,734
shares
|
$450,706
0.08% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
6,709
shares
|
$449,033
0.31% of portfolio
|
Q4 2025
Added 4.8%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,584
shares
|
$440,667
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,584
shares
|
$440,667
0.06% of portfolio
|
Q4 2022
Reduced 7.71%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,579
shares
|
$440,332
0.1% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
6,539
shares
|
$437,655
0.07% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
6,529
shares
|
$436,985
0.01% of portfolio
|
Q4 2025
Added 4.8%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
6,520
shares
|
$436,383
0.2% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
6,517
shares
|
$436,182
0.12% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
6,517
shares
|
$436,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
6,430
shares
|
$430,359
0.27% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,359
shares
|
$425,607
0.1% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
6,130
shares
|
$410,280
0.21% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
6,120
shares
|
$409,611
0.02% of portfolio
|
Q2 2024
Added 22.4%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6,107
shares
|
$408,741
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,104
shares
|
$408,540
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
6,091
shares
|
$407,670
0.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
6,021
shares
|
$402,985
0.14% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
5,920
shares
|
$396,225
0.02% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
5,870
shares
|
$392,879
0.15% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
5,855
shares
|
$391,875
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
5,850
shares
|
$391,540
0.03% of portfolio
|
Q3 2025
Added 9.45%
|
|