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 650 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
21,307,144
shares
|
$1.31 Billion
0.53% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
15,461,962
shares
|
$952 Million
0.07% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,031,147
shares
|
$618 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,680,772
shares
|
$535 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,027,474
shares
|
$433 Million
0.57% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,640,003
shares
|
$347 Million
0.49% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,419,467
shares
|
$334 Million
0.03% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,718,658
shares
|
$291 Million
0.07% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,229,850
shares
|
$260 Million
0.06% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,265,270
shares
|
$201 Million
0.06% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,058,806
shares
|
$188 Million
0.04% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,766,435
shares
|
$170 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,572,894
shares
|
$158 Million
0.89% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,518,932
shares
|
$155 Million
0.34% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,274,345
shares
|
$140 Million
0.34% of portfolio
|
Q4 2024
Reduced 22.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,088,306
shares
|
$129 Million
0.42% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,085,798
shares
|
$128 Million
0.1% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,835,062
shares
|
$113 Million
0.62% of portfolio
|
Q4 2024
Added 11.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,675,769
shares
|
$103 Million
0.11% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,434,410
shares
|
$88.3 Million
0.01% of portfolio
|
Q4 2024
Added 27.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,320,075
shares
|
$81.3 Million
0.11% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,185,165
shares
|
$73 Million
0.05% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
1,115,963
shares
|
$68.7 Million
3.65% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
989,452
shares
|
$60.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
929,687
shares
|
$57.3 Million
0.11% of portfolio
|
Q3 2024
Added 30.08%
|