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 |
|---|---|---|---|---|---|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
4,135
shares
|
$276,755
0.16% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
4,134
shares
|
$276,688
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
4,111
shares
|
$275,149
0.13% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
4,107
shares
|
$274,881
0.18% of portfolio
|
Q2 2025
Reduced 87.04%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
4,100
shares
|
$274,413
0.17% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
4,037
shares
|
$270,196
0.04% of portfolio
|
Q2 2024
Added 72.74%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,026
shares
|
$269,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
4,003
shares
|
$267,920
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,926
shares
|
$262,767
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
3,922
shares
|
$262,499
0.08% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,849
shares
|
$257,613
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,817
shares
|
$255,471
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,764
shares
|
$251,924
0.09% of portfolio
|
Q3 2025
Added 120.37%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
3,750
shares
|
$250,987
0.03% of portfolio
|
Q3 2025
Reduced 98.39%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
3,737
shares
|
$250,117
0.05% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
3,729
shares
|
$249,581
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
3,729
shares
|
$249,581
0.17% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,726
shares
|
$249,381
0.03% of portfolio
|
Q3 2025
Reduced 31.8%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
3,709
shares
|
$248,243
0.31% of portfolio
|
Q3 2025
Reduced 92.16%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
3,700
shares
|
$247,641
0.04% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
3,700
shares
|
$247,641
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
3,673
shares
|
$245,833
0.09% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
3,665
shares
|
$245,298
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
3,665
shares
|
$245,298
0.18% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
3,665
shares
|
$245,298
0.02% of portfolio
|
Q4 2022
Reduced 10.15%
|
|