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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
854
shares
|
$57,158
0.01% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
817
shares
|
$54,681
0.0% of portfolio
|
Q3 2025
Added 175.08%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
815
shares
|
$54,547
0.01% of portfolio
|
Q4 2022
Reduced 42.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
724
shares
|
$48,457
0.01% of portfolio
|
Q2 2025
Added 20.67%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
715
shares
|
$47,854
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
709
shares
|
$47,453
0.02% of portfolio
|
Q2 2025
Reduced 75.6%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
676
shares
|
$45,244
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
674
shares
|
$45,110
0.01% of portfolio
|
Q1 2025
Added 224.04%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
657
shares
|
$43,973
0.04% of portfolio
|
Q1 2025
Reduced 58.13%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
654
shares
|
$43,772
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
649
shares
|
$43,437
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
634
shares
|
$42,433
0.01% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
623
shares
|
$41,697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
612
shares
|
$40,961
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
603
shares
|
$40,358
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
570
shares
|
$38,150
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
567
shares
|
$37,949
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
558
shares
|
$37,346
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
551
shares
|
$36,878
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
518
shares
|
$34,669
0.02% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
500
shares
|
$33,465
0.0% of portfolio
|
Q3 2025
Reduced 41.11%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$29,047
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
425
shares
|
$28,445
0.0% of portfolio
|
Q1 2024
Reduced 93.78%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
418
shares
|
$27,976
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
414
shares
|
$27,709
0.0% of portfolio
|
Q3 2025
New holding
|
|