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 |
|---|---|---|---|---|---|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
5,777
shares
|
$386,654
0.23% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
5,700
shares
|
$381,501
0.07% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
5,605
shares
|
$375,142
0.08% of portfolio
|
Q3 2025
Added 12.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
5,600
shares
|
$374,808
0.81% of portfolio
|
Q3 2025
Reduced 92.07%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
5,549
shares
|
$371,394
0.09% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,507
shares
|
$368,583
0.37% of portfolio
|
Q4 2022
Added 2.72%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
5,481
shares
|
$366,843
0.15% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
5,479
shares
|
$366,709
0.02% of portfolio
|
Q1 2025
Reduced 98.29%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
5,460
shares
|
$365,437
0.29% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
5,450
shares
|
$364,768
0.02% of portfolio
|
Q3 2025
Added 172.5%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
5,440
shares
|
$364,099
0.02% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
5,428
shares
|
$363,296
0.12% of portfolio
|
Q3 2025
Added 28.87%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,400
shares
|
$361,422
0.22% of portfolio
|
Q2 2025
Added 193.64%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,355
shares
|
$358,410
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
5,284
shares
|
$353,658
0.12% of portfolio
|
Q3 2025
Added 44.85%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,246
shares
|
$351,114
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,236
shares
|
$350,445
0.24% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,022
shares
|
$336,122
0.08% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
5,009
shares
|
$335,252
0.16% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
4,959
shares
|
$331,905
0.16% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,918
shares
|
$329,161
0.04% of portfolio
|
Q3 2025
Reduced 29.63%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
4,915
shares
|
$328,960
0.04% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,903
shares
|
$328,157
0.05% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
4,879
shares
|
$326,551
0.27% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
4,848
shares
|
$324,476
0.12% of portfolio
|
Q3 2025
Reduced 8.55%
|
|