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 613 institutions that hold shares in the stock, with a total of 147 Million shares, which have been reported (via 13F filing form) to have a value of $8.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
50,734
shares
|
$2.99 Million
0.28% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
50,629
shares
|
$2.98 Million
1.04% of portfolio
|
Q2 2022
Reduced 2.04%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
50,613
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
50,283
shares
|
$2.96 Million
2.37% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
49,215
shares
|
$2.9 Million
2.07% of portfolio
|
Q1 2023
Reduced 12.26%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
48,861
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
48,203
shares
|
$2.84 Million
0.99% of portfolio
|
Q3 2023
Reduced 0.27%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
48,137
shares
|
$2.84 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
47,775
shares
|
$2.82 Million
0.32% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
47,588
shares
|
$2.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,514
shares
|
$2.8 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
47,017
shares
|
$2.77 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
46,897
shares
|
$2.76 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
46,866
shares
|
$2.76 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
46,650
shares
|
$2.75 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
46,445
shares
|
$2.74 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
46,209
shares
|
$2.72 Million
0.04% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
45,545
shares
|
$2.68 Million
1.02% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
45,484
shares
|
$2.68 Million
0.06% of portfolio
|
Q1 2024
Reduced 41.69%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
45,375
shares
|
$2.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 45.0%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
44,992
shares
|
$2.65 Million
0.96% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
44,960
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
44,401
shares
|
$2.62 Million
0.62% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
44,098
shares
|
$2.6 Million
0.09% of portfolio
|
Q3 2024
Added 295.57%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
43,267
shares
|
$2.55 Million
1.23% of portfolio
|
Q3 2024
Added 1.66%
|