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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,856
shares
|
$191,152
0.06% of portfolio
|
Q3 2025
Added 74.15%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,800
shares
|
$187,404
0.01% of portfolio
|
Q3 2022
Added 12.77%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
2,762
shares
|
$184,860
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,494
shares
|
$166,923
0.02% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,296
shares
|
$153,671
0.01% of portfolio
|
Q4 2025
Reduced 42.24%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
2,285
shares
|
$152,935
0.04% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,214
shares
|
$148,183
0.0% of portfolio
|
Q3 2025
Reduced 37.55%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,200
shares
|
$147,246
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,130
shares
|
$142,560
0.02% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
2,108
shares
|
$141,088
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
2,024
shares
|
$135,466
0.01% of portfolio
|
Q3 2025
Added 803.57%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,710
shares
|
$114,450
0.09% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,633
shares
|
$109,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,600
shares
|
$107,088
0.01% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
1,362
shares
|
$91,158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,294
shares
|
$86,607
0.0% of portfolio
|
Q3 2025
Added 29.4%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,258
shares
|
$84,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,243
shares
|
$83,193
0.0% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
1,076
shares
|
$72,016
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,060
shares
|
$70,945
0.0% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,037
shares
|
$69,406
0.0% of portfolio
|
Q3 2025
Added 23.89%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
918
shares
|
$61,441
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
896
shares
|
$59,969
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
896
shares
|
$59,969
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
895
shares
|
$59,902
0.0% of portfolio
|
Q3 2025
Reduced 3.24%
|
|