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 |
|---|---|---|---|---|---|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
4,845
shares
|
$324,275
0.09% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,791
shares
|
$320,661
0.13% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
4,698
shares
|
$314,437
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
4,671
shares
|
$312,630
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,659
shares
|
$311,826
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
4,640
shares
|
$310,555
0.06% of portfolio
|
Q4 2025
Added 15.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,628
shares
|
$309,752
0.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,628
shares
|
$309,752
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
4,562
shares
|
$305,334
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,554
shares
|
$304,799
0.02% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
4,501
shares
|
$301,251
0.16% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
4,495
shares
|
$300,850
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,456
shares
|
$298,240
0.0% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,449
shares
|
$297,771
0.03% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
4,444
shares
|
$297,436
0.08% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,410
shares
|
$295,161
0.02% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
4,390
shares
|
$293,822
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
4,303
shares
|
$287,999
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
4,302
shares
|
$287,932
0.01% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
4,302
shares
|
$287,932
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
4,285
shares
|
$286,795
0.18% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,276
shares
|
$286,192
0.09% of portfolio
|
Q3 2025
Added 46.14%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
4,196
shares
|
$280,838
0.02% of portfolio
|
Q2 2025
Added 184.99%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
4,183
shares
|
$279,968
0.08% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
4,145
shares
|
$277,424
0.01% of portfolio
|
Q3 2025
Added 17.86%
|
|