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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
319,101
shares
|
$21.4 Million
0.34% of portfolio
|
Q3 2025
Added 14.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
314,879
shares
|
$21.1 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 23, 2025 Q3 2025 |
309,556
shares
|
$20.7 Million
6.56% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
299,210
shares
|
$20 Million
8.34% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
293,851
shares
|
$19.7 Million
4.63% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
292,230
shares
|
$19.6 Million
8.14% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
290,787
shares
|
$19.5 Million
1.2% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
285,147
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2025
Added 17.43%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
281,676
shares
|
$18.9 Million
1.86% of portfolio
|
Q3 2025
Reduced 79.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
272,158
shares
|
$18.2 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
271,935
shares
|
$18.2 Million
0.49% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
261,668
shares
|
$17.5 Million
2.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
258,506
shares
|
$17.3 Million
1.43% of portfolio
|
Q3 2025
Added 13.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
256,849
shares
|
$17.2 Million
0.47% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
243,425
shares
|
$16.3 Million
1.73% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
237,341
shares
|
$15.9 Million
0.84% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
236,005
shares
|
$15.8 Million
0.48% of portfolio
|
Q3 2025
Added 32.71%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
233,631
shares
|
$15.6 Million
4.32% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
232,971
shares
|
$15.6 Million
0.11% of portfolio
|
Q3 2025
Added 58.79%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
228,966
shares
|
$15.3 Million
1.92% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
225,724
shares
|
$15.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
223,872
shares
|
$15 Million
9.29% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
218,970
shares
|
$14.7 Million
3.48% of portfolio
|
Q3 2025
Added 1567.33%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
217,793
shares
|
$14.6 Million
4.78% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
217,448
shares
|
$14.6 Million
0.38% of portfolio
|
Q3 2025
Added 1.35%
|
|