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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,631
shares
|
$243,022
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
3,575
shares
|
$239,274
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,561
shares
|
$238,337
0.01% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
3,561
shares
|
$238,337
0.04% of portfolio
|
Q3 2025
Reduced 20.16%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
3,556
shares
|
$238,003
0.0% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
3,550
shares
|
$237,601
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
3,547
shares
|
$237,400
0.09% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
3,513
shares
|
$235,125
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
3,492
shares
|
$233,719
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
3,468
shares
|
$232,113
0.07% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
3,389
shares
|
$226,825
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
3,333
shares
|
$223,077
0.15% of portfolio
|
Q4 2024
Reduced 29.83%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
3,311
shares
|
$221,605
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,279
shares
|
$219,463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
3,270
shares
|
$218,861
0.04% of portfolio
|
Q3 2025
Reduced 30.17%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,250
shares
|
$217,522
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
3,230
shares
|
$216,183
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,215
shares
|
$215,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
3,199
shares
|
$214,109
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
3,101
shares
|
$207,549
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,050
shares
|
$204,136
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
3,043
shares
|
$203,667
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
3,020
shares
|
$202,128
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
3,017
shares
|
$201,927
0.0% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,009
shares
|
$201,392
0.02% of portfolio
|
Q3 2025
New holding
|
|