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 745 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 $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
537,481
shares
|
$36 Million
0.89% of portfolio
|
Q2 2020
Added 6.1%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
533,262
shares
|
$35.7 Million
17.27% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
523,955
shares
|
$35.1 Million
4.59% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
512,774
shares
|
$34.3 Million
0.43% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
489,613
shares
|
$32.8 Million
6.89% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
487,100
shares
|
$32.6 Million
0.25% of portfolio
|
Q3 2025
Added 1497.05%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
474,622
shares
|
$31.8 Million
6.55% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
460,658
shares
|
$30.8 Million
1.24% of portfolio
|
Q3 2025
Added 124.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
432,090
shares
|
$28.9 Million
0.65% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
430,689
shares
|
$28.8 Million
0.72% of portfolio
|
Q3 2022
Added 24.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
421,008
shares
|
$28.2 Million
0.06% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
416,847
shares
|
$27.9 Million
2.44% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
402,698
shares
|
$27 Million
0.32% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
400,443
shares
|
$26.8 Million
12.01% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
386,015
shares
|
$25.8 Million
5.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
382,462
shares
|
$25.6 Million
2.32% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
372,160
shares
|
$24.9 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
365,294
shares
|
$24.4 Million
6.66% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
364,681
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
356,723
shares
|
$23.9 Million
0.34% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
355,647
shares
|
$23.8 Million
0.03% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
349,281
shares
|
$23.4 Million
0.78% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
348,445
shares
|
$23.3 Million
9.5% of portfolio
|
Q3 2025
Added 86.42%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
328,987
shares
|
$22 Million
3.03% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
325,070
shares
|
$21.8 Million
1.21% of portfolio
|
Q3 2025
Added 1.62%
|
|