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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
131,299
shares
|
$8.79 Million
0.15% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
130,541
shares
|
$8.74 Million
1.63% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
130,280
shares
|
$8.72 Million
0.35% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
130,169
shares
|
$8.71 Million
0.08% of portfolio
|
Q3 2025
Added 26.09%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
130,007
shares
|
$8.7 Million
0.15% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
129,240
shares
|
$8.65 Million
0.31% of portfolio
|
Q4 2025
Added 4.59%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Oct 24, 2025 Q3 2025 |
128,699
shares
|
$8.61 Million
6.82% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
124,965
shares
|
$8.36 Million
0.76% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
122,647
shares
|
$8.21 Million
2.25% of portfolio
|
Q3 2025
Reduced 35.49%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
122,444
shares
|
$8.2 Million
4.67% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
120,901
shares
|
$8.09 Million
0.17% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
120,503
shares
|
$8.07 Million
0.86% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
119,433
shares
|
$7.99 Million
0.35% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
119,278
shares
|
$7.98 Million
0.3% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
118,062
shares
|
$7.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
117,469
shares
|
$7.86 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
116,908
shares
|
$7.82 Million
0.51% of portfolio
|
Q4 2022
Reduced 28.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
115,471
shares
|
$7.73 Million
0.23% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
115,181
shares
|
$7.71 Million
0.94% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
114,021
shares
|
$7.63 Million
1.04% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
112,999
shares
|
$7.56 Million
0.75% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
112,076
shares
|
$7.5 Million
2.42% of portfolio
|
Q4 2025
Added 7.11%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
111,686
shares
|
$7.48 Million
4.21% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
111,163
shares
|
$7.44 Million
1.28% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
108,125
shares
|
$7.24 Million
0.6% of portfolio
|
Q3 2025
Added 9.28%
|
|